A new year can get noisy with ambitions goals that never get reached, so we chose a more deliberate and sustainable path. In this episode, we focus on clear intentions, values-led choices, and simple actions that actually stick. Instead of chasing balance, Theresa and Ivana show how they plan to work toward integration, guided by one steady theme that keeps decisions honest.

We pay attention to the whole self: the body, nervous system, spirit, relationships, money, and time. From strength and mobility to quick regulation tools, clean boundaries, calm money systems, and protected attention. To make it fun, and help anchor the intentions, we use Courage Cards to create an Action Board, a grounded, values-based alternative to a vision board that turns intention into movement.

In this way, we have a simple framework, practical prompts, and a way to adjust as life changes, without starting over.

What is your guiding theme for 2026?

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot

What happens when life throws multiple pivots at you simultaneously? Jessica Porter found herself facing this exact scenario when she moved from Texas to Portland, transitioned from the automotive industry to financial services, and became a stepmother to an eight-year-old. All at the same time.

Jessica's journey begins with the challenges of relocating to rainy Portland in January, knowing virtually no one except her partner who worked long hours. At 27, she discovered the difficulty of making adult friendships, pushing herself as an introvert to join Meetup groups and networking events. "Making friends as an adult is a lot harder than you think," she shares, describing her evolution from networking novice to confident professional through persistence and authenticity.

Eleven years later, Jessica has transformed these simultaneous pivots into a life she "could never have seen" for herself - a thriving career as a partner and co-founder of the 401k Girls, a strong marriage, and a meaningful relationship with her now 19-year-old stepdaughter. Her story reminds us that sometimes the most rewarding paths forward come when we say yes to multiple changes at once.

Guest Bio:

As one of three children of a plumber and a homemaker, Jessica grew up never knowing what a financial advisor was. Once immersing herself in the industry and learning the incredible ways advisors can help people, she focused her practice on providing the education and planning that helps her clients gain a handle on their finances and not only avoid making mistakes that so many do, but strategically plan for their futures.

In 2025, Jessica and a colleague founded The 401(k) Girls with the goal to make financial education approachable, relatable, and actually fun. Whether you’re a young professional just getting started or a seasoned exec gearing up for retirement, they can help you avoid common pitfalls, plan strategically, and take control of your financial future.

Connect with Jessica:

LinkedIn

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot

A new child, a global pandemic, and an unexpected two-year isolation—Yolanda Reyes White's journey into motherhood was nothing like she planned. Just weeks after welcoming her daughter in February 2020, the world shut down, transforming what was supposed to be a brief parental leave before returning to daycare and office life into an extended period of family bonding that changed everything.

"I had to go back to places within myself I didn't even know existed," Yolanda shares, reflecting on the simultaneous challenges of first-time motherhood and pandemic uncertainty. While acknowledging the tremendous hardships many faced during this period, she candidly discusses the unexpected gift of extended time with her baby, something virtually impossible to achieve in typical American work culture.

Whether you're navigating parenthood, career transitions, or simply seeking greater alignment between your actions and values, Yolanda's experience offers valuable insights on stepping into pivotal moments with courage and emerging more grounded, present, and authentic. Listen now and discover how unexpected challenges might just reveal your path to reinvention.

Guest Bio:

Yolanda is a relationship manager responsible for building and retaining relationships with prospective and existing clients directly and through consultants, platforms, TPAs and advisors. Yolanda has 19 years of financial service experience, including 14 years in stable value. Prior to joining Principal Morley in 2010, she was a Senior Account Manager for Standard Insurance Company. She has served as Co-Chair of WIPN Oregon and President of the Western Pension & Benefits Council Portland Chapter. She is a committee member for the Stable Value Investment Association and Retirement Advisory Council and holds designations with the American Society of Pension Professionals and Actuaries. Yolanda received a master’s degree from University of Oregon and a bachelor’s degree from Oregon State University.

Connect with Yolanda:

LinkedIn

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot