Where are you on your evolution journey?
After 40 years in financial services, I can tell you this: The most successful woman executives often struggle the most with transition.
Not because you're not smart enough to plan it. But because knowing what to do and knowing who you are are completely different things.
This assessment isn't about your numbers. It's about your nervous system, your identity, your fears, and your deepest hopes for what comes next.
Here’s how it works
The assessment takes 10 minutes and includes 30 questions across six dimensions: • Your current energy and vitality • Your relationship with your professional identity • Your nervous system and emotional regulation • Your fears about stepping away • The quality of your connections • Your vision and readiness for evolution
You'll answer honestly about where you are right now—not where you think you should be. There are no wrong answers, only information.
What Your Assessment Reveals
Your Readiness Profile
Discover whether you're a Resistant Striver, Exhausted Achiever, Curious Explorer, or Awakening Visionary—and what that means for your next steps.
You'll receive immediate results with your personalized readiness profile, specific insights about your patterns, and what your assessment reveals about your journey.
Then, if it feels right, you can schedule a Discovery Session to explore whether we're meant to work together.
No obligation. No pressure. Just clarity.
Your Personal Roadmap
Understand where you are now, what's calling you forward, and whether you're ready for guided evolution—or need more time.
Your Hidden Patterns
Identify what's keeping you stuck in "just a few more years" mode and what your nervous system needs to feel safe exploring change.
A Note From Tresa
I created this assessment because I needed it myself two years ago.
Two years into my succession plan, I was taking all the right steps to transition my clients to a new advisory firm.
But I kept pushing out my actual retirement date. I had a financial plan and believed I had things to fill my time.
But there was a part of me, deep inside, that felt afraid. Who would I be without the role I’d performed for over four decades?
I had spent all that time helping my clients design their retirement life, helping them do the inner work to figure out who they wanted to become. But I hadn’t given myself the time to do the work myself.
And when I finally did set that final work date, I was anxious, confused, and instead of feeling excited, all I felt was dread.
The questions in this assessment are the questions I wish someone had asked me before I left. They're designed to help you understand not just what you're moving away from, but what you're being called toward.
I know now that who I used to be isn’t who I want to be now.
Wherever you are on your journey is exactly where you need to be. The assessment simply helps you see it more clearly.
And clarity is where everything begins.
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"This assessment put words to what I'd been wondering about but couldn't articulate."
Sarah F. 27 Years
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"I thought I was ready to retire. This assessment showed me I was ready to evolve."
Jennifer K. 38 Years.
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"Taking this assessment was the first time I gave myself permission to put myself first."
Michelle R. 31 years
Ready to Discover Who You Are?
Your Evolution Begins with Awareness.
The assessment is free, takes 10 minutes, and you'll receive your results immediately.
No email sequences you didn't ask for. No sales pressure. Just honest insight into where you are and what you might need next.