The In*Spire Workshop: 

What is the Workshop?

Many people find it hard to envision their next season of life after huge changes like retirement, a career change, aging parents, or the death of a loved one. The In*Spire Workshop is designed to help explore what’s important to you so you can develop a financial plan that ensures your hard-earned wealth is positioned to empower you to live out the meaningful vision you create for your future. 

Who is the In*Spire Workshop for?

The workshop is for couples and individuals who want to gain Financial Confidence and explore what it means to live an inspired life of purpose and fulfillment. You don’t have to be a client to attend the workshop. We simply encourage anyone to attend who is feeling unfulfilled or at a pivotal point in life when they are asking themselves “What’s next?” Together, we’ll help you answer those questions so you can put your money to work and achieve your redefined purpose and goals.

How long is the Workshop?

The workshop lasts one hour and is currently available in a virtual format. You can register by completing the form at the bottom of this page.

Is every client required to attend the In*Spire Workshop?

No, you do not have to attend the workshop to become a financial planning client. While we encourage our clients to take advantage of the opportunity to help define their goals and challenge themselves to explore what it means to live their best life, both our In*Spire Workshop and Meaningful Living program are completely optional.