By design, we are purposeful human beings who aspire to lead authentic lives. Yet, we tend to be burdened by our histories, family patterns, cultural expectations, and the negative stories we tell ourselves.

Our strength at Pullen Consulting is in assisting individuals and families in overcoming these burdens so they can grow into their full potential and live rich and fulfilling lives.

We do this by customizing individual and group coaching to meet the needs of each client.

We specialize in working with mission-oriented companies, non-profits, and the leaders of these organizations, as well as entrepreneurs and families who want to live purposeful and impactful lives.

By using communication tools, assessments, performance technology, and wisdom traditions that ignite positive and effective change from the inside out, our promise is to stand with you in designing a powerful future for your business, organization, or family.

Areas of Focus:

Leadership & Business

Courtney has been helping individuals, organizations, and families realize their potential for thirty years. His individual and group-coaching model is designed for those who want to live authentically and have greater impact on the organizations they serve.

Professional Services Firms

To thrive as an independent professional services firm requires a unique combination of intellect, tenacity and heart. Many advisors achieve excellence in some areas while other areas of life or business receive less attention.


How Families Build Legacies Of Stewardship And Financial Health

"The impact of the body of work presented in Intentional Wealth will eventually be a measurable increase in the number of legacy families and their contributions to the overall good of humanity. Courtney Pullen does not waste time searching for magic formulas, he gives us the Ten Habits of Healthy Families as the essential components families and their advisors can use to construct their own path to multi-generational well-being. This is the guidebook families of wealth have been looking for. It is a wonderful combination of old truths and fresh thinking laid out in clear steps supported by meaningful stories."
Susan Bradley CFP®
Founder, Sudden Money Institute® Institute for Certified Financial Transitionist®

Some of our clients

Latest Updates from Pullen Consulting

07.21.20 |


Facilitation: Purposeful Shifts

PPI Rendezvous Denver, CO

05.07.20 |


Listening and What to do with What You Hear

NAPFA National Conference Denver, CO

03.22.20 |


Intentional Wealth: Best Practices of Legacy Families

Retirement & Longevity Summit New Orleans LA

02.19.20 |


Listening and What to do with What You Hear

BKD Wealth Advisor Development Conference Dallas/Ft Worth TX

09.23.19 |


Intentional Wealth: Family Wealth Dynamics

Investments & Wealth Institute®, Behavioral Advisor Forum San Francisco CA

07.09.19 |


Re-Establishing Trust in Families

PPI Thought Leader & Industry Innovator Forum
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