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Finding Financial Freedom Retreat
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Financial Freedom is the freedom to make life choices without being blocked by money
worries. Financial Freedom allows us to live our lives fully and follow our passions
without the fear of not having enough.
Most people's lives are primarily determined by the need for money. Our conversations
are often centered on how much money we want and how to get it. From this perspective,
our lives are serving the demands of money.
This workshop is designed to turn that process on its head and teach the ground
rules for having money serve the demands of our life, and what we care most about.
We start by defining Financial Freedom from where you are presently and by distinguishing
your personal aspirations and what matters. The next step is to take a deeper look
into what values and beliefs you may have around money, how you got them, and the
need for re-evaluating almost all assumptions you have about money.
You will also begin creating a clear view of the actual status of your personal
finances, using simple tools for understanding the dynamics of money. A "reality
check" process invites a detailed look at where our money comes from and where it
goes, as well as our possessions and investments. This information, of course, remains
confidential.
We move into a wide reaching process of Personal Values Clarification, which we
will touch on many times during the retreat. Clarifying what you most care about
is essential for money to serve your demands and your desires.
Once the groundwork has been laid, we move further to uncovering and learning your
Life Calling. You begin this by asking, "What do I have to learn? What do I have
to give?"
A Life Calling helps guide us in choosing answers to the core questions of "How
should I use my money?" and "How much money is enough?" "How do I align my financial world
with what I most care about?" A Calling is the "why" of
money management: planning, saving and spending. In these explorations, useful questions
and comprehensive outlines are provided to assist in the process. At the same time,
we will also deepen your understanding of the tools of Financial Freedom such as:
- Income and Expense Clarity
- "Portfolio" Income
- Cash Flow and Tax Management
- Debt Management
- Money Magnets
With much of this in place, we turn to assisting you in creating the future that reflects
what most matters to you, a vision. Vision
is a snapshot of the future and is the "what" or the target we are aiming for with
our financial choices of today. Each person's vision is distinct and unique to them.
We delve into how your gifts and challenges are tied into achieving financial health.
We will cover investment strategies and themes and examine appropriate levels of risk in investing
for these uncertain times.
From this you can create your Risk Profile based on your age, comfort level and financial
aims. This is a key step to creating a plan that will match your goals and personality.
We will cover how to interpret your balance sheet, and your income and expense
statements, by understanding liquidity, debt, and controllable vs. non-controllable
expenses. Compound interest will be discussed with examples to illustrate use of
this powerful tool for investing, particularly when combined with tax deferral strategies.
Everyone will look into how their current financial situation reflects or does not
reflect what they care about most and their goals in life. In addition, we will address the benefits
of creating a personal Support Network and choosing a Financial Advisor.
In the final session we put it all together with the process of creating a "Life
Map" that addresses our Life Goals and Money Goals. This is a powerful and useful
proprietary design that you can use to guide yourself after the workshop. There will also be an
opportunity to create a personalized financial plan & test various scenarios utilizing
a proprietary computerized system.
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Here is what a few participants had to say about their experiences:
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"This was both energizing and enlightening. I came away with a renewed sense of purpose
and a clearer understanding of my financial resourcing and plan."
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- A corporate executive
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"The retreat challenged our thinking, validated some of our experiences and gave
us new ways of looking at our life and our money. Richard, Susie and Dan each bring
a special perspective and weave their talents into a very supportive and informative
tapestry. And the connections we formed with the other participants helped us understand
that we are not alone in our efforts to clarify and join our values, our purpose
and our financial needs."
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- A professional couple
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"With their nonjudgmental sharing and guidance the facilitators empowered me - from
the inside out - to develop personal and financial understanding and skills that
have given me the confidence to create and live a conscious life.
I feel clear about my beliefs and priorities in relationship to money and I feel
that I am now able to spend my time, my energy, and my money living a life that
is consistent with my values. There is a huge amount of freedom in that."
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- A professional woman
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Online Retreat Schedule
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See our brochure for details!
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Contact Us Through Email!
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