RIA House

The three SOAR consultants worked so well as a team to help us develop a strategic plan. They were attentive, thoughtful, and open to being educated about what the organization was trying to accomplish, rather than telling us what to think. Our model is complicated and hard to explain . . . and yet, the team read the materials and understood our organization mission. They helped us to reflect among ourselves and provided deep insights to us. Upon completion of the plan, we were fortunate to continue to work with one of the consultants to begin implementing a part of the plan.

Heather Wightman, Executive Director
RIA House