Becoming a director is not about trajectory, it's about presence.

core directors are the cultural co-founders

The path is not competitive (it’s collaborative) It’s available to an advisor who feels called to contribute beyond their own business.

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No one is under any obligation or pressure toward this direction.

Being an independent advisor is a massively fulfilling and rewarding career itself.

You own your business, it has equity, and that’s an amazing thing to be proud of.

And should you ever wish to explore a leadership track within the core planning architecture itself, you deserve that opportunity too.

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We’ve made this program attainable, aligned with our values, and rooted in service.

base requirements

These are the foundational checkpoints that show readiness:

• You live the mission and want to see that mission grow.
  • You view growth as simply a way to grant opportunity to others.
• Your primary profession is this right here.
  • You run a sustainable advisory practice.
• You’ve been affiliated with Core for at least 6 months.
  • We want to walk alongside you for a little while so that you really get to know the place.
• You’re in good standing.
  • Your ongoing compliance habits are clean, and you complete certifications timely.

real talk benchmarks

How will you know when you’re ready? There will be signs…

• You actively contribute to the well being of Core.

  You’ve helped build belonging through forums, process design, group chat participation, sharing tools or encouragement with peers.