Four Ways to Learn the Language of Loss
Each engagement is grounded in the HELD Framework™, Melissa's twenty-one years of experience, and a commitment to equipping advisors with language that works in the room.
A pastor's training. A grief counselor's credential. Twenty years at hospital bedsides. Twenty-one years inside wealth management.
Presence is a skill.One framework.
Four ways to practice.
Whether you are working through a difficult client moment, strengthening a whole team, speaking to a professional audience, or learning at your own pace, each engagement centers on skilled listening.
Explore the offerings, then apply to begin a 20-minute first conversation with Melissa. She will review each application personally.
One-on-One With Melissa
A private coaching engagement tailored to your practice, your clients, and the conversations you are avoiding. Sessions take place remotely by video and are scheduled as a series.
Each engagement begins with a practice audit: what you are carrying, where clients are leaving, and what language is missing. The work is shaped around that assessment.
What Is Included- Initial practice audit and intake session
- Six private 60-minute video sessions with Melissa
- HELD Framework™ language guide and conversation scripts
- Between-session support and reflection prompts
- Access to the on-demand resource library
Independent advisors, CFPs, and wealth managers who want personalized guidance and work best in a one-on-one format.
Firm-Wide Grief Literacy
A structured half-day or full-day workshop for advisory teams, RIAs, broker-dealers, and wealth-management firms. Melissa brings the HELD Framework™ directly to the team in a format a compliance department can endorse.
Sessions are designed for teams of 5 to 50. Content is adapted to the firm's client demographics, practice area, and the transitions advisors encounter most.
What Is Included- Pre-workshop intake and practice assessment
- Half-day or full-day live workshop, remote or in person
- HELD Framework™ team workbooks and scripts
- Post-workshop Q&A and implementation support
- Optional CFP® CE or IWI/CIMA® CE credit coordination
RIAs, broker-dealers, trust companies, and multi-advisor practices building a consistent approach to grief literacy and client retention.
Melissa On Your Stage
Melissa speaks at wealth-management conferences, financial-planning summits, estate-attorney associations, and firm retreats. Her sessions are operational, giving advisors language they can use in the next client meeting.
Keynote topics draw on the HELD Framework™ and practice-relevant data on the Great Wealth Transfer, heir retention, and widow attrition. Sessions can be tailored for an audience as standalone keynotes or half-day intensives.
What Is Included- Pre-event planning and audience customization
- Keynote presentation lasting 45 to 90 minutes
- Attendee language guide and takeaway materials
- Post-session Q&A
- Optional CE credit coordination for eligible events
Conference organizers, study groups, custodian events, NAPFA chapters, FPA sections, and firm leadership retreats focused on client retention and grief literacy.
Learn at Your Own Pace
For advisors who prefer to build grief literacy on their own schedule, the curated resource library offers practical tools, frameworks, and reflective exercises. These are practice-specific resources built from Melissa's methodology.
What Is Included- HELD Framework™ language guide and conversation scripts
- Reflective exercises for grief-related client scenarios
- Audio and written case studies from advisory contexts
- Practitioner community access
- Quarterly live Q&A with Melissa for members
Solo advisors, newer CFPs, and practitioners who want to begin building grief literacy at their own pace before a coaching or skill-development engagement.
Loss has a language. I teach it.
Never what to say, always how to listen.
Your returns earn you the meeting.
Your listening earns you the family. Every offering builds the skilled listening that helps advisors serve people through transitions with confidence, competence, and compassion.
Not sure where to start?
Apply to begin a 20-minute first conversation with Melissa. She will help identify which engagement fits your practice. The application is reviewed personally.