If you’re an entrepreneur with an established business, chances are you’re no stranger to the ups and downs of running the show—especially in uncertain times.

You’ve been at this for a while, and while things are working, you know there’s room for growth.

But, stepping into 2026 and beyond, you know you need a plan.

A plan that actually works—and feels good to follow.

That’s what this session is all about.

This is for you if you are:

• An entrepreneur who has been in business for at least three years and are ready for thoughtful, intentional growth.
• Already fairly familiar and aligned with my work and have at least gone through the Ethical Marketing Starter Kit or Marketing for Hippies 101 workshop at a bare minimum. Ideally, you’ve been in multiple sessions with me and been in the membership, too.
• Willing to commit to the full seven hours to map out your year and make a plan.
• Tired of generic business advice and want something grounded and real. You don’t need more context, you need a step-by-step plan.
• Willing to do the work and engage in honest conversations about what’s working—and what’s not.

What You’ll Leave With:

• A Strategic Planning Workbook you’ve filled out
• A clear, actionable strategy for 2026 that’s tailored to your business and built on the core fundamentals I teach.
• A deeper connection to your values and how they guide your work.

And most importantly, you’ll leave feeling more confident about your next steps.

Optional Follow-Up Support:

• A follow-up email in which you can ask me one question (your email must be sent to me within seven days) and to which I’ll respond with my best, personalized advice and links to the most helpful resources within one week of receiving it.
• A two-week, 60 min, accountability check-in on Jan 17th @ 9am PST.
• A one-month, 60 min, accountability check-in to share progress on Feb 5th @ 9am PST.

Materials Needed:

• Journals or notebooks
• Markers and large sheets for business model mapping
• Comfortable seating and a quiet, reflective space
• Calendar for time-blocking essential tasks towards your goals (a nice, year-at-a-glance calendar would help)

What’s the Plan?

This is a day-long group session—designed to help you map out your 2026 with purpose, clarity, and a practical strategy rooted in my Seven Fundamentals:

1. Space – Making sure you have the breathing room to design the year you want.
2. Ethics – Reconnect with the heart of your work and ensure every step you take aligns with your deepest values.
3. Niche – Take another step in honing a razor-sharp sense of who you’re best suited to serve so you can attract the right clients.
4. Point of View (POV) – Clarify your unique take on the world and use it to stand out in a sea of sameness.
5. Business Model – Simplify, refine, and make sure your business supports the life you actually want to live.
6. Hubs – Identify and strengthen the key relationships and networks that will amplify your reach and impact.
7. Sharing - Helping you decide on the core approach you want to use to get your work out there.

This isn’t about pie-in-the-sky dreaming or cookie-cutter business advice. It’s about rolling up our sleeves and getting clear on what’s next—together.

Why Now?

The world isn’t getting any simpler. Markets are shifting. Uncertainty is everywhere, and there’s no shortage of noise out there.

This is a chance to put the arrow of your intent onto the bow of your business and then use the arm of strategy to pull it way back and aim.

But here’s the good news: You don’t need to do it all. You just need to focus on what’s most important to and aligned for you.

That’s what this session is about—helping you clarify your next steps so you can move into 2026 with confidence, purpose, and a personalized, do-able plan.

Ready to Join Us?

My goal is that you create a plan that will generate many times the $500 USD you’ll be spending on our day together (for many of you, just getting one new client from this would pay for our time together and then some).

If this feels like the kind of support you’ve been looking for, I’d love to have you.

​Spots are limited, and they’ll go fast. If you’re in, grab your seat now.

Recording: No recording will be available. This is for live participation only.

PS Here's what one of the participants, has to say about last year's session:

"I loved the vision planning workshop with Tad last Sunday. Just what was needed to set the cogs in motion again and help illuminate the magic (not just Tads cool tricks!!) and also some sound strategies and tools to get our business plan un-crinkled for 2025 and beyond.

I loved the group interaction and although there were many on the call who seemed to have established businesses, it was reassuring that we all have similar issues in our business planning!

I loved the way Tad moved us through a process that evoked a natural unfolding toward where we wanted to be at the end of ’25 and beyond. This really helped pin my mind down to see things in a fresh way.

All week following the workshop, I have had many obvious insights and new ways to move forward with clarity and confidence.

I have just signed up to his paid Membership, and can’t wait to dig in!

I would really recommend this workshop to anyone who requires a loving kick up the pants! and direction for going straight to the heart of what’s required in their business."