Meet Tresa Leftenant

A smiling middle-aged woman with curly red hair wearing a navy blue top, layered gold jewelry, and a watch, sitting on a transparent chair against a plain off-white background.

Women's Evolution Guide

I spent 40 years in financial services before retiring in January 2025. I know your world because I lived it, the achievements, the exhaustion, the questions about what comes next.

Along the way, I went on my own transformation journey and studied with the best personal development experts in the industry.

Now I guide women like you through the evolution from accomplished advisor to authentic woman 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

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?

My Story of Evolution

A woman with curly red hair wearing a tan wide-brimmed hat with a black band, smiling at the camera.

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, and 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 Second Chapter: Discovery

As grief began to soften, something unexpected emerged.

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.

“A new part 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 to be expressed.”

The Third Chapter: Evolution

The Evolution Blueprint

A Step-by-Step Mentoring Program for Female Financial Advisors Approaching Retirement

My Promise? Move you from accomplished advisor to authentic woman living her richest chapter

The Foundation? Built on real mentoring work, integrating Canfield Success Principles, proven psychological concepts, nervous system regulation, and transformation tools.

Program Architecture? The Blueprint follows a natural progression. You cannot build a new self while still holding on to the old one, and you cannot sustain growth without the inner foundation to hold it.

Nine steps move through three arcs:

Arc One Releasing: Letting go of who you were and listening for who you're becoming
Arc Two Reckoning: Doing the honest inner work that clears the path
Arc Three Rebuilding: Constructing and sustaining the evolved self

Learn More

What Makes Me Different

A middle-aged woman with curly red hair smiling at the camera, sitting at a desk with a laptop, notebooks, and a pen, in a bright room with a couch and plant in the background.

Most coaches who guide life transitions did their own years or decades ago. They're working from memory.

I'm working from this morning.

I sold my practice in January 2025, and I'm walking this evolution in real time, which means I know what's working, what's hard, what surprises you, and what's genuinely possible, not from a theory but from this week of my own life.

But I didn't wait until retirement to become a coach. In the later years of my practice, I trained and certified as a coach, Canfield Success Principles Trainer, RIM Facilitator, and Behavioral Finance Advisor. I began doing real coaching work alongside my advisory clients. I saw firsthand how the deepest financial decisions were never really about the numbers; they were about identity, fear, purpose, and what people truly wanted their lives to become. By the time I stepped away, coaching wasn't a new career. It was a craft I'd been building and practicing for years.

So I'm not a life coach who read about financial services, and I'm not a financial advisor dabbling in coaching. I'm both: 40 years inside your world, and a trained, experienced coach who has guided real transformation. When you describe your struggle, I don't just understand it intellectually. I've lived it, and I've helped others through it.

In fact, when I stepped away from my practice, women like you began finding their way to me almost immediately, accomplished female advisors sensing their own transition coming, looking for someone who understood both the inner work and the world they were leaving. I'm already walking this path with them. You wouldn't be my first. You'd be in good company.

That's the combination you won't find elsewhere: four decades inside your world, seasoned coaching skill, the lived experience of this exact threshold, and a practice already guiding women evolving into their richest chapters.

I'm not ahead of you, pretending I have it all figured out. I'm a few steps down the path, turning back to say: Come on. It's richer over here than you can imagine.

Let's Meet