3380 Trickum Rd
What does it mean to live an In*Spired Life? It means digging deep to identify what motivates you and then developing a plan to turn your hard-earned wealth into a meaningful vision of the future.
So many of our clients don't know what comes after retirement, or even what to focus on along the way. If you don’t know this, how can we plan your financial future? Our In*Spire Workshop is designed to explore your vision of your life so we can help develop a plan to obtain it.
Join us on an inspiring journey to Financial Confidence! We believe that true Financial Confidence comes from identifying and understanding the purpose of your money so you can create and follow a Financial Plan that ensures your money is serving your life's purpose and vision. This highly engaging 1-hour virtual workshop includes a workbook, vision board starter kit, and authentic discussions to help you get the most from the experience.
This transformative process will help you redefine how to create a financial foundation that serves you spiritually, emotionally, and monetarily. If you choose to continue on this journey with us, our financial advisors and tax professional will discuss financial planning and investing in more detail during part two of the workshop. At the end of the day, you’ll walk away with some new ideas you can apply immediately to begin living your In*Spired Life.
The workshop includes short lessons surrounding each area:
Where have I found myself at this current moment? Am I successful yet unfulfilled? Am I yearning for clarity?
Our purpose often stems from our strengths. We'll take a strength finder test and evaluate your true purpose.
We'll help you create a personal vision board to remind you daily of what is important and what deserves your focus.
We'll identify and set our personal boundaries to protect everything we’ve created.
We'll unveil our tips and strategies for a strong financial foundation.
No matter what your stage of life, the In*Spire Workshop will help you maximize your strengths and creativity and understand the importance of defining your In*Spired life as the first step in creating meaningful wealth.
Our process is unique and not for everyone. If you can answer YES to any five of the questions below, then you will benefit from this workshop!
You DO NOT have to be a TimeWise Financial client to attend the workshop. It is open to anyone who wants to explore what it means for them to live a life of purpose as a first step toward a happy and healthy future.
If you choose to attend this workshop and decide you would like to work with our team of wealth managers on the next step in your financial journey, we are happy to meet with you over the phone, online, or in-person at our Woodstock office to explore whether we are the best financial planners for you!
Our business is built on the foundation of thoughtful client relationships.
I strongly believe in having a vision for your life. The challenge is when you achieve your vision how do you keep it fresh and inspiring? I had set a multitude of goals for my life, but once I achieved my vision it was challenging to continue to redefine it. My life had become centered around plans for everyone else -- clients, husband, kids, family. I got sucked up into their plans and lost my vision for the future.
Through painstaking efforts and experiences, I have created a process that helps my clients navigate this journey easier, faster and effortlessly. This seamless process inspires you to create a new vision, a new plan, and a new path.
- Deanna LaRue