BODY. BRAIN. BUSINESS.
The most important thing you’ll build is trust in yourself
Whole human business coaching for financial advisors, life planners, and entrepreneurs serving the financial services space.
PERSHING
ONESEVEN
NAPFA
SCHWAB
BARRON'S
FIDELITY
FPA
BAIRD
SHIFT
CONCURRENT
INVESTMENT NEWS
AMERIPRISE
BEYOND THE PLAN
LPL FINANCIAL
FUTURE PROOF
RAYMOND JAMES
WOMEN IN ETFs
JANUS HENDERSON
TOP ADVISOR MARKETING PODCAST
CAMBRIDGE
PERSHING ONESEVEN NAPFA SCHWAB BARRON'S FIDELITY FPA BAIRD SHIFT CONCURRENT INVESTMENT NEWS AMERIPRISE BEYOND THE PLAN LPL FINANCIAL FUTURE PROOF RAYMOND JAMES WOMEN IN ETFs JANUS HENDERSON TOP ADVISOR MARKETING PODCAST CAMBRIDGE
A DIFFERENT KIND OF FINANCIAL SERVICES COACHING
not more industry “best practices.”
not more pressure.
a grounded path home.
OUR COACHING INITIATIVE’S APPROACH BLENDS SELF DISCOVERY, NERVOUS SYSTEM AWARENESS, ENERGY MANAGEMENT, IDENTITY WORK, AND BUSINESS COACHING.
LAUNCHING SEPTEMBER 1st, 2026
the trust
EMBODIED ENTREPRENEUR COMMUNITY & COURSE
THE OCI COACHING FRAMEWORK
Soul operating system™
#1:
capacity
Regulate your nervous system so you make decisions from clarity, not survival. Build an internal safety that no external circumstance can shake: not a market downturn, not a difficult client, not a business pivot.
#2:
direction
Reconnect with who you are and where you want to go. Identity, values, purpose, inner knowing. This is where you stop looking to everyone else for permission. Your compass, recalibrated to your desired timeline.
#3:
structure
Build systems, habits, and reminders that reinforce who you are and where you're going. A personal operating system that works with your body and your brain, not against it.
WHO THIS COACHING STYLE WAS BUILT FOR
soul-led humans in financial services
You're a financial advisor, life planner, coach, therapist, or entrepreneur serving the financial space. You feel stuck, burnt out, or quietly misaligned. You've tried strategy, marketing, more accountability — and something still feels off. You're being called to do something different. You're ready to start with yourself.
FINANCIAL ADVISORS
You sense the ground shifting and a new path emerging. Those who are resourced and prepared for what comes next, simply by becoming more aware of how their bodies and brains experience the world, will be the ones to shift this industry into its next iteration.
FIRM BUILDERS & ENTREPRENEURS
You're building something exciting and meaningful for a specific kind of human. To do that well, you need to know who you are, where you’re going, how to cut through the noise, and how to operate under pressure. We help you build from the inside out.
LIFE PLANNERS, COACHES & THERAPISTS
You already understand the emotional side of money. This work takes you deeper into your own nervous system, vision, identity, and inner knowing. Sharpen your interoception and felt sense as you tap into your own flow state.
EXECUTIVES & LEADERS
You’re chasing trends and models, managing personalities and uncertainty, still having to hit metrics, and attending meetings that could have been an email… It’s time to release ownership of everything except the one thing you can actually control: yourself.
A NOTE TO MY HIGHLY SENSITIVE PEOPLE
You are not too sensitive. You are not too much. You have always been exactly right.
And if you've ever felt out of place, unseen, or unsafe in this industry — as a woman, neurodivergent, LGBTQ+, highly sensitive, soul-led, or member of any disenfranchised community — you are who this was built for.
WHAT THIS WORK ACTUALLY DOES
you Get clear on who you are and what holds you back.
01
Understand your nervous system
Learn how your body and brain shape your lived experience and how to use that knowledge to work with yourself instead of against yourself.
02
Get clear about what you truly desire
Not what the industry says success looks like. What you actually want… even if it sounds wild, even if it doesn't fit the mold.
03
Align your identity and habits
Vision without identity change is just a dream. We work at the level of who you're becoming so the actions feel like you, not a performance.
04
Have your own back
Stop second-guessing. Stop apologizing. Learn to love your decisions. Make them from a grounded place and stand behind them with confidence.
05
Return to self-love and support
Reconnect with the version of yourself that isn't performing, compensating, or shrinking. Learn to lead from a place that actually feels like home.
06
Build what you actually desire
Develop the structures, resources, and inner knowing that support your life and business… whatever that looks like, however wild it sounds.
“Something truly magical happens in your life and your business when you finally feel safe enough to articulate what you really want, show up as your full self, love your decisions, and have your own back.”
REAL STORY. REAL CLIENT. REAL RESULTS
TESTIMONIALs
“The people who come here aren't looking for a guru. They're looking for the answers that are already inside them. You are your own wisest source. I just help you find your way back to what you already knew.”
Lindsay Troxell
MEET LINDSAY TROXELL
i know this industry.
i know what it costs.
Before launching Our Coaching Initiative in 2023, I spent over 20 years at industry-leading firms such as Northwestern Mutual, LPL, TD Ameritrade, and Janus Henderson. I’ve coached more than 1,500 advisors. I’ve written the consulting roadmaps you’ve probably already tried.
I know what it costs to perform your way through someone else's definition of success. To stay in rooms that drain you. To take on clients because it's expected, not because you enjoy working with them. To let others violate your time and energy so you don't get called difficult. To micro-manage your own perfection in order to feel safe.
Everything changed when I stopped chasing strategies and started listening to what my intuition was telling me...
two paths into the work
PATH ONE | COMMUNITY & COURSE
THe trust
NOW FORMING - LAUNCHING SEPTEMBER 2026
The Trust is the first community for financial services professionals walking a similar path, held together by shared work rather than centered on any one teacher. A non-performative space to connect, introspect, and grow alongside people who get it. We don’t do this work alone, but we do it at our own pace.
From $3,997/yr
PATH TWO | PRIVATE COACHING
1:1 with lindsay
LIMITED TO 10 CLIENTS
Personalized S.O.S. container tailored directly to your nervous system, your vision, your identity, and your business. Two live sessions a month for a minimum of twelve months. Because we don’t rush the nervous system. Access to The Trust community & Embodied Entrepreneur™ course is included with your private coaching package.
From $21,600/yr
WHAT HAPPENS ON THE OTHER SIDE
when you do the inner work, the outer world notices.
You start showing up differently.
Calmer. More present. Less reactive.
And then something strange happens.
The people around you start showing up differently, too.
Not because you forced anything.
Because you stopped carrying what was never yours to carry.
Because you got clear on what you actually want.
Because you learned to trust yourself enough to stop abandoning yourself when things get hard.
The right people find you when you are no longer performing for the wrong ones.
That is not magic.
It is just what happens when you get out of survival mode.
