LAUNCHING SEPTEMBER 2026
The trust™
A private membership community and digital course content for Highly Sensitive financial services professionals ready to create the capacity they require to build what they desire.
Why other communities and courses haven't worked.
Most courses give you information you already have.
Most communities are Discord servers with three active threads.
Most coaches in this space are either business strategists who don't know what your nervous system is doing, or wellness practitioners who don't know what an RIA is.
The Trust isn’t built like any of those.
We don't ask you to choose between rigorous business work and rigorous somatic work.
We hold both in the same room, with the same people, over years rather than weeks.
The course inside The Trust holds the curriculum.
The room is what makes it stick.
something feels off, but you don’t know what to do about it…
"The business I actually want looks nothing like the one the industry told me to build."
"I'm successful by every external measure, but it feels like I've lost myself somewhere along the way."
"I want more ease in my life, but the thought of actually slowing down terrifies me."
"I'm exhausted from doing everything myself, but I don't trust anyone else to do it right."
"I've been wanting to raise my fees for years, but I'm afraid of clients leaving."
"I know what I should be doing, I just can’t seem to stay consistent."
"I've outgrown the version of myself that built this. I just don't know who or what comes next."
"I want to show up differently, but I don’t know how it will be received."
"I have a team member who needed a hard conversation eight months ago. I still haven't had it."
"My calendar is full. None of it is mine."
WHAT’S INCLUDED
Everything you need to do the real work
THE COMMUNITY
the trust™
A safe and supported community of soul-led FinServ professionals. When you join, you’re not just accessing content. You’re joining a group of people who are doing the same work alongside you.
the people
THE PEOPLE
soul-led peers
Highly sensitive financial advisors, life planners, coaches, therapists, and leaders, all building something they can stand behind. Real stories shared in the open. Peer problem-solving in real time. Organic connections that turn into self-guided cohorts when the timing is right.
coaching with lindsay
COACHING WITH LINDSAY
the inside line
Active coaching from me inside the discussion boards. Written replies when you need a thread to pull on, voice notes when something needs to land in your body. Plus the behind-the-scenes thinking I record on my phone as it comes up, the kind of access that doesn't exist outside the walls of The Trust.
the online platform
THE ONLINE PLATFORM
always in the room
This is the room between calls. Discussion boards where the work keeps moving, where members ask the questions that don't fit anywhere else, and where threads stay open for as long as you need them. The room is open all year. A team behind the scenes keeps the operational details out of your way.
Content library
CONTENT LIBRARY
your working library
Tools, assessments, and resources that go beyond the course modules. Third-party expert content from people we trust. And member discounts on the products and practitioners I actually use myself.
live group calls
LIVE GROUP CALLS
4 opportunities each month
Co-Regulation for somatic practice, journaling, and group share. Co-Work for quiet, focused work alongside others, body-doubling style. Curriculum for the live walk-through of Embodied Entrepreneur content, somatic and business. Onboarding & Office Hours for what doesn't fit anywhere else, and for shaping what we build next.
Guest speakers
GUEST SPEAKERS
voices worth bringing in
Conversations with specialists from inside and outside the industry, brought in for what they uniquely know. Stories and wisdom from people doing impactful, innovative work. No pitches. No selling. Just what they actually have to teach.
THE COURSE
the embodied entrepreneur™
The Embodied Entrepreneur is not a passive video library. It is a structured, supported journey that lives inside our private membership community, The Trust. You move at your pace. You do not go alone.
THE CURRICULUM
The course follows the Soul Operating System framework: Capacity first, then Direction, then Structure. Each one is a multi-module deep dive into the science, the framework, and what to do with it.
LEARNING ROADMAPS
Suggested paths through the curriculum so you don't have to figure out where to start or what to do next. Take it linearly if the structure helps. Start with what feels most alive if it doesn't.
TOOLS & EXERCISES
Somatic practices for the body: breathwork, fascia work, humming, bilateral stimulation, and more. Plus worksheets and exercises that move concepts from theory into your body, brain, and business.
VIDEOS & WORKBOOKS
20+ hours of teaching, broken into short videos paired with a workbook. The what, the how, and the why, taught in a way that lands in your body, not just your head.
AI PROMPTS
Structured prompts to unpack your unique situations that don't fit in a workbook. Your team. Your decisions. Your business strategy. Apply the curriculum to whatever you're actually navigating that week.
S.O.S. TOOLKIT
Your capstone. A personalized toolkit you build over time, customized to what matters most to you. The map back to yourself when you forget what you've already decided, figured out, tried, and committed to.
THE TRUST & EMBODIED ENTREPRENEUR COURSE
LAUNCHING SEPTEMBER 2026
You don’t want to miss your chance to save $2,000 on your first year of membership. Join the waitlist today to be notified when Early Bird Pricing opens on June 1st.
FOUNDING COHORT - CLOSED
april 1st, 2026
Get one year of complementary full access starting on September 1st, 2026. $27/month starting in month 13 for ongoing access to The Trust Community & Embodied Entrepreneur Course.
EARLY BIRD PRICING
jun 1st - aug 31st, 2026
Get LIFETIME access to The Trust Community & Embodied Entrepreneur Course starting on September 1st, 2026.
$3,997
LIVE LAUNCH DAY PRICING
September 1st, 2026
Get LIFETIME access to The Trust Community & Embodied Entrepreneur Course starting on September 1st, 2026.
$4,997
ONGOING PRICING
September 2nd, 2026
Get LIFETIME access to The Trust Community & Embodied Entrepreneur Course starting on September 1st, 2026.
$5,997
COMMON QUESTIONS
What people ask before saying yes.
I’M NOT SURE I’M READY. IS THIS FOR ME?
If you know the problem isn't more information, if what keeps breaking down is your ability to stay grounded when it counts, then yes. You don't have to feel ready. You just have to be honest about what isn't working.
I’M IN FINANCIAL SERVICES, BUT NOT AN ADVISOR. IS THIS STILL FOR ME?
Yes. OCI serves the full echosphere of financial services, including coaches, therapists, firm owners, life planners, course creators, and senior executives. If this industry has shaped how you operate, this work is for you.
CAN I EXTEND MY ACCESS TO THE COURSE & COMMUNITY BEYOND 1 YEAR?
100%. You can retain access to The Trust™ Community + The Embodied Entrepreneur™ Course for a small monthly fee.
HOW IS THIS DIFFERENT FROM OTHER COACHING PROGRAMS?
Most coaching works from the top down. More strategy, more systems, more execution. This starts in the body. With the nervous system. With understanding why you keep doing what you do, even when you know better. That changes everything downstream.
WHAT IS THE TIME COMMITMENT FOR THE EMBODIED ENTREPRENEUR™ COURSE?
You move at your own pace. There are ongoing live monthly calls and a course curriculum you work through in your own time. Most people spend between 3 and 6 months with the content. You have access to the course + the community for 1 year from the date of purchase.
HOW IS THIS DIFFERENT FROM PRIVATE COACHING WITH LINDSAY?
The Embodied Entrepreneur™ gives you self-guided access to the same framework Lindsay uses in her private coaching. Private coaching gives you Lindsay directly, with everything personalized to your specific nervous system, business, and life.
SOUND INTERESTING?
join the waitlist!
There is no pressure here. Join the waitlist to stay informed as we approach our Live Launch on September 1st, 2026.
