Real Wealth: Discovering What Matters Most
For individuals and couples seeking to align financial success with life's deeper purpose. A transformative exploration of the psychology behind your money decisions.
What You'll Discover Together
This workshop moves beyond spreadsheets to explore the psychology driving your financial decisions and how to align your wealth with what truly matters.
Your Purpose Foundation
Discover your Purpose-in-Life score using Viktor Frankl's framework and understand the "why" behind your financial journey.
Risk Mastery
Identify the five major retirement risks and create your personalized strategy for peace of mind.
Your Financial Fingerprint
Uncover your unique Risk Aversion, Money Habitudes, and Money Personality Drivers shaping every financial decision.
Couples Alignment
Understand how different money personalities can complement each other rather than conflict.
Experience Architecture
Learn to optimize for meaningful experiences and "memory dividends," creating a Bucket List.
Your Action Plan
Leave with a clear 30-day implementation plan and frameworks to bridge the knowing-doing gap.
Your Purpose-Driven Wealth Blueprint
A beautifully designed workbook guides you through each exercise and becomes your ongoing reference.
- Viktor Frankl's Purpose-in-Life Test with scoring guide
- Money Origin Story exploration framework
- Risk Aversion assessment and ranking
- Money Habitudes discovery
- Money Personality identification exercise
- Experience Bucket List template
- 30-Day Implementation Plan
This Workshop Serves
Retired Individuals and Couples
You've built wealth successfully but find yourself asking "what's it all for?" You want to enjoy your resources while maintaining security.
Those who are Planning Ahead (Ages 35-50)
You're actively investing for retirement but sense a disconnect between your financial plan and your life's purpose.
Couples Seeking Alignment
You have different money personalities and want to understand each other's perspectives rather than experiencing tension.
"This workshop fundamentally changed how I think about retirement. It's not just about the number—it's about the life I want to create."
Reserve Your Spot
Limited to 24 participants for personal, interactive learning.