Tresa Leftenant, Women's Evolution Guide
Meet the Founder
I spent 40 years in financial services before retiring in January 2025. I know your world because I lived it—the achievement, the exhaustion, the questions about what comes next.
Now I guide women like you through the evolution from accomplished advisor to authentic human discovering her richest chapter.
Credentials: CFP® | Behavioral Finance Advisor | Certified Trainer of The Success Principles | Author of "Reinventing Her" | Creator of the Flourish Conversation Cards Series
What makes me different: I'm not teaching this from a book. I'm living it alongside you.
My Story of Reinvention
Hello!
Why I Do This Work
If you're a female advisor who's accomplished everything you set out to achieve, but wonder if what’s next could ever be as fulfilling, I understand. Because I wondered the same thing.
I thought I would travel and spend more time with my children. Travel is wonderful. Children and grandchildren are precious. But I still felt an emptiness. Even the best experiences won’t completely fulfill our inner drive to know our true selves.
Your richest chapter requires you to discover who you are when you're not performing, producing, or proving.
That journey isn't available until you set aside the big job. And you need someone who understands both worlds—the one you're in and the one you're being called toward.
I'm that guide. Not only because I studied this. Because I'm living it.
I sold my practice less than a year ago. I'm navigating this evolution in real-time. I know what's working, what's hard, what's surprising, and what's possible—not from memory, but from the work of seeking the answers that are there on the inside.
I understand the financial advisor mindset because I lived it for four decades. I have the coaching credentials and frameworks to guide transformation. And I'm experiencing the expansion myself, which means I know the territory.
You don't have to figure this out alone. And you don't have to wait until you're "ready."
You just have to be willing to discover who you are when you're not performing.
Everything else unfolds from there.
Want to know where you are in your evolution journey?
I want to acknowledge you for making it this far on my website. If you watched the landing page video, you know that in January 2025, after 40 years in the financial services industry, I handed my practice over to the next generation of advisors.
I thought I knew what came next. I was wrong—in the best possible way.
What I discovered wasn't retirement. It was an expansion into connections, possibilities, and parts of myself I hadn't yet met.
But here's what surprised me most: We spend years planning for financial security in retirement. We run the numbers, stress-test the portfolios, and build the succession plans.
What we don't plan for is the identity earthquake.
Who are we when we aren’t producing? What's our worth when it's not measured in AUM? Where does our purpose come from when the metrics disappear?
Nobody prepared me for that. How about you?
The First Chapter: Grief
In the first few months, I held tight to who I'd been. I grieved the loss of structure, relevance, the version of myself I'd known for four decades. I grieved the identity I'd worked so hard to build.
The skills that made me successful—discipline, strategic thinking, client focus—were built by suppressing other parts of who I was. My intuition. My playfulness. My vulnerability. The dreams that didn't fit the production targets.
For forty years, I deferred myself to succeed in a field that wasn't designed for women.
I didn't realize how tightly I'd been holding my breath until I could finally exhale.
The Awakening: Discovery
As grief began to soften, something unexpected emerged.
New parts of me started showing up. Courage I didn't know I had. Playfulness I'd forgotten existed. A deep knowing that the richest part of who I am had been waiting, patiently, to be expressed.
I discovered that the vacuum I feared wasn't emptiness.
It was space.
Space to remember what I love. What calls me. Who I am beyond the role I performed so well for so long.
This is what nobody tells you:
Your richest chapter doesn't come from filling time. It comes from finally becoming yourself.