Programs
In addition to our broader suite of services, these programs highlight key areas where we help leaders and organizations unlock clarity, spark transformation, and drive meaningful action.. Each program is built around the key forces of success: strategic inquiry, bold decision-making, authentic storytelling, and human connection.

Great ideas don’t create impact if they’re not clearly communicated. This package helps leaders and organizations cut through the noise, clarify their message, and align their vision with bold, purposeful action.
What You’ll Get:
Who It’s For:
Leaders, founders, and teams looking to break through communication barriers, build trust, and create lasting influence.
Leadership is about more than making decisions—it’s about creating environments where people and ideas thrive. This coaching experience helps you develop the clarity, confidence, and strategic insight to lead on your own terms.
What You’ll Get:
Who It’s For:
Executives, founders, and change-makers navigating leadership transitions, big decisions, or strategic pivots.
Success isn’t just about what gets done—it’s about how people come together to make it happen. This package helps teams and organizations create a culture of trust, collaboration, and strategic clarity so they can thrive in the future of work.
What You’ll Get:
Who It’s For:
Organizations and leadership teams looking to break down silos, drive alignment, and create high-trust workplaces where people and ideas thrive.
Sometimes, you don’t need a long engagement—you need one powerful day of focused strategy, insight, and decision-making to break through roadblocks and move forward with confidence.
What You’ll Get:
Who It’s For:
Visionary leaders, founders, and executives who need immediate breakthroughs, fresh insights, and a clear path forward.
This interactive workshop experience brings customized case studies to life, helping organizations seize opportunities, foster high-performing teams, and create deeper alignment across leadership and strategy. By working through bespoke scenarios, teams gain clarity, strengthen decision-making skills, and enhance collaboration.
What You’ll Get:
Who It’s For:
Organizations and teams looking to increase engagement, enhance leadership alignment, and create strategic momentum through real-world learning experiences.
Success isn’t about fitting into someone else’s definition—it’s about building a life and career that feel truly yours. This exclusive mastermind program is designed for leaders, entrepreneurs, and changemakers ready to break free from external expectations, design their own success architecture, and step boldly into the next phase of their evolution.
What This Mastermind Offers
This immersive, high-impact program blends deep reflection, strategic insight, and bold action to help you redefine success, navigate transitions, and create lasting impact. Over the course of the program, you will:
The Mastermind Experience
This is not just another leadership program. This is a high-touch, small-group experience designed for deep transformation.
Who It’s For:
This mastermind is designed for high-achievers who:
Program Structure & What’s Included
This 6-month mastermind experience includes:
Your Next Step
This is your invitation to redefine what success means for you—and to do it alongside a powerful community of forward-thinking leaders.
Applications are now open.
Why This Mastermind?
This program is designed to spark change and create a foundation for lasting success—on your terms. It’s about asking the right questions, taking bold action, and forging a path that aligns with who you truly are.
If you’re ready to stop playing by outdated rules and start leading with authenticity, clarity, and impact, this is for you.
Let me know if you’d like any refinements to better match your vision!
I worked with Kate Lee when she joined our company’s senior leadership team as a Managing Director in 2019. Her multi-layered expertise positively impacted our firm’s success immediately, and she never slowed down!Her expertise threaded confidently from developing comprehensive marketing strategies through executive coaching initiatives, strategic management, and operations. She skillfully leveraged her thoughtful leadership across the organization to ensure alignment.
When working with clients, Kate quickly uncovers the entry point for solutions while simultaneously building strong relationships with leaders. She connects easily, offers ideas for shifting priorities, and her follow-up is the best of the best.
When I have the opportunity to assemble a team for client projects again, Kate will always be my top choice.
Pam Delehey, Managing Director & Practice Leader, ZRG Consulting Solutions, A Division of ZRG Partners
Kate collaborated with us to support our rebrand and marketing growth strategy for 2024. Working with her is an absolute pleasure; she’s easy to talk to, flexible in her approach, and brings a wealth of knowledge to the advice that she gives, and her expertise of the market is incredibly detailed. We will continue working with her in the future and highly recommend her.
Holly Marriott, Founder and CEO, Eighteen O Four
There’s no challenge that Kate can’t overcome. She has an incredible talent for helping companies and individuals define the details that matter to their goals and growth.
I was feeling burnt out, dragged down, exhausted. Kate made a simple statement, “burnt out is a result of your culture.” That statement slapped me in the face; maybe there was even a punch. As the leader of my organization, it was a wake-up call. It was powerful information. It caused me to take action and talk to the team. Guess what – they were feeling burnout too! Based on this, we hit pause. We took a time out. We dug deep to figure out what was causing the entire team to feel this way and made changes. Six months later, we are in a completely different mental space, which means we are able to be the calming agent our clients need.
Amy Irvine, Owner/Principal, Rooted Planning Group
We all know that people don’t leave a company; they leave a manager, but they will stay for a leader. Leaders understand that their number one “customer” is the team, but we can all get lost in our own world, and we need someone to help us look in the mirror from time to time. Kate is the person.
With Kate’s dynamic and caring coaching style, I’ve reached goals and insights I hadn’t thought possible. In every session, she has helped me to zone in on the most important aspects of my personal and work goals, overcome obstacles, and move to do something about it. Kate is genuine, energizing, easy to laugh with, encouraging, and thought-provoking. I can’t say enough in just a few words. I’ll forever be grateful for every coaching session with Kate.
Kate’s strengths lie in masterfully guiding you through a personal dialogue by asking the right (and sometimes difficult) questions and then objectively supporting you in building strategies to address priorities. What results is a tailor-made plan that’s driven by you and supported by a judgement-free, resourceful partner. Her thoughtful and flexible approach, with just the right amount of challenge, has allowed me to put into motion a solid plan for achieving my career and personal development goals.
Kate has been a tremendous help to me in my transition through the sale of my business and launching me on a new path. She has helped me clarify my goals and narrow down specific action items and focus areas each time we speak. Kate is kind, friendly, and insightful. I am certain I could not have gotten through this transition time without her guidance.
Kate was my coach during a time in my life when everything was turned upside down. I left my corporate position after 20 years, sold our house, and moved from New England after 30 years. After the moving dust settled, I was overwhelmed with finding my purpose and balance again. Kate’s keen ability to listen and ask insightful questions while keeping me focused on my goals and actions was masterful. She gently uncovered my quiet voice that had thought about writing a book. I am happy to report that the book I thought about writing for 10 years has been written and published. I am very appreciative of Kate’s coaching expertise and highly recommend her as a partner in your journey of fulfillment.
Kate is a really good listener and a thoughtful coach. She quickly understood the complex circumstances I was facing in the organization. Together, we methodically assessed the contextual issues and my strengths, and together, we came up with solutions that impacted my work positively and profoundly. It was a gift to work with Kate. I learned so much more than I expected, and I always looked forward to our sessions together.
Kate is more than a coach. Kate’s personality and how she works with her clients fosters a working relationship that feels like you are working through problems or processes with a friend who is invested in your success. I would not be where I am today if I had not worked with Kate.
Katie Weiler, Founder and President, Viable Gear
Kate has an amazing ability to coach, encourage, energize, and achieve results for her clients. She’s done it for me on numerous occasions. A few years ago, she gave me the confidence to shape and craft my dream job within an organization I had worked for several years. With her guidance, I proposed and moved into that new role. She supported me in building out the role and navigating relationships to drive success for the organization and me. Then, life happened: I got married, moved to a new house, new location, had two tough pregnancies and a growing family. Kate was there for me through it all and then helped me realize that my “dream job” doesn’t have to be static. It can ebb and flow as my life does. While I loved my work and coworkers, aspects of my job were putting undue stress on me and my family. From there, she supported me through the decision, confidence, and steps to transition into a new role at a new organization. It’s been a relief and a blessing (and a bump in pay!). Every time I work with Kate, I feel refreshed and eager to take that next step toward making my life even better. She helps me realize my own potential and resiliency. She helps me see the “ands” instead of the “buts.” She is supportive, positive, truthful, and caring. Kate is an amazing person to have in your corner. I can’t recommend her highly enough. If you haven’t worked with her yet – do it! You won’t regret it.