MindSmarts Services

Think Sharper. Lead Stronger. Live Better.

Discover where you are, what’s holding you back, and what your brain needs next.

Who We Serve

Built for the professionals who carry the mental load of others:

CPAs navigating complex compliance and client demands

Financial Advisors leading clients through life’s biggest transitions

Business Owners managing disruption, growth, and exhaustion

MindSmarts brings neuroscience-backed clarity to your daily decision-making
—so you lead with energy, focus, and confidence.

Our Core Offerings

Brain Health Assessment for Financial Professionals

Reduce burnout. Sharpen your thinking. Feel energized again.

Whether you’re an accounting, wealth advisory, or multi-disciplinary firm, your people are your edge. These interactive, evidence-based sessions improve resilience, reduce burnout, and increase output without increasing hours.

  • Includes 1:1 Results Review + Performance Plan

Advisory Wellness Workshops (For Firms)

Train your team to think clearly and sustainably.

Whether you re an accounting, wealth advisory, or multi-disciplinary firm, your people are your edge. These interactive, evidence-based sessions improve resilience, reduce burnout, and increase output without increasing hours.

  • In-person or virtual
  • Includes firm-wide performance data & impact report

1:1 Executive Coaching for CPAs & Small Business Owners

Personalized, neuroscience-backed plans for sharper focus and work-life balance.

You don’t need generic coaching. You need a thinking partner who knows how your brain works under pressure. These 1:1 sessions combine performance science, accountability, and personalized tools for high-impact professionals. Choose Your Plan (Neuromarketing Price Framing):

Starter

1 Assessment +
1 Month Coaching

Perfect for tactical clarity

Growth

Month Clarity
+ Energy Sprint

Our most popular plan

Legacy

6-Month Deep
Transformation

Best for exit planning & leadership evolution

Real Professionals. Real Breakthroughs.

“I was surprised by how the Strategic Attention protocols helped me prioritize better. I go home feeling like I actually moved the needle forward.”

Chuck Branch,
Real Estate Developer Started a new business with greater clarity, confidence, and long-term strategy.

“Brain health is now a core value in our practice. These protocols aren’t just effective they’re essential to how we run our business and help our clients.”

Kelly Engelmann,
Founder, Enhanced Wellness. Integrated MindSmarts into daily practice for herself, staff, and patients.

Woman Smiling

“Using MindSmarts helped me see beyond just fixing my accounting. It gave me tools to lead through disruption and rebuild my business on a stronger foundation.”

Tracy Lindberg,
Owner, Lindberg Collision Transformed operations and leadership strategy during major industry shifts.

Who You Are —

and How We Help

MindSmarts for CPAs An Identity That Stands Out

Stand Out in a Sea of Sameness.

I know how easy it is for accountants to get lost in the crowd. Everyone thinks we just do taxes. In reality, you solve complex problems under incredible mental pressure. MindSmarts gives you the clarity, edge, and mental energy to deliver beyond expectation—while also taking care of your brain and your team.
With our platform, you can track your personal and professional milestones, offer brain-healthy guidance to clients, and position yourself as the CPA firms call when it matters.

“Let’s make you the CPA everyone remembers—for the right reason.”

MindSmarts for
Financial Advisors
Your Difference, Delivered

Become the One Clients Truly Remember

Being a great advisor isn’t just about returns or reports—it’s about becoming the trusted thinking partner your clients never forget. MindSmarts equips you with the high-performance habits and mental frameworks to build trust, deepen client engagement, and handle high-stakes moments with calm, sharp thinking. In a world of exit planning, uncertainty, and generational wealth transfer, the advisors who stand out are the ones who follow through—strategically and humanely. MindSmarts makes that second nature.

Try MindSmarts

MindSmarts for Business Owners
Recapture Your Vision and Regain Your Life

Lead with Confidence. Live with Purpose.

I’ve seen it over and over—owners with amazing businesses who’ve lost the spark. Too many days in the weeds, not enough clarity to rise above it. With MindSmarts, you’ll reignite your purpose, make stronger decisions, and build systems that work with your brain—not against it. You’ll enjoy your business again, hit your milestones, and maybe for the first time in years, feel like your business is finally working for you. In the end, you’ll build something that not only makes money—but also holds meaning.

Ready to Lead with a Sharper Mind?

Schedule Your Free Brain Health Audit