LifeWise™Workshops:

Where Life and Wealth Converge

Know Your Clients Even Better, Differentiate Your Services, Increase AUM and Receive More Referrals

Now Scheduling Fall 2024 & Winter 2025 Workshops

Let's Schedule Some Workshops!

True success is a tapestry of personal fulfillment, professional achievement, and financial well-being.


Our suite of LifeWise™ services is designed to help wealth advisors weave these elements together seamlessly, creating an enriched cl experience.

LifeWise For Wealth Advisors™

Personal Planning That Elevates Financial Planning

Most financial roadmaps focus on the expected milestones: retirement age, college savings, vacation homes. While important, they miss the deeper understanding of your clients' unspoken aspirations.


LifeWise™ workshops and content unearth yoru clients' dreams in more detail, igniting a shared vision, and setting the foundation for more specific and accurate planning. It also supports their emotional journey through life's transitions like marriage or divorce, losing a loved one and long-term caretaking so you can keep them on-track financially.

The Workshops

Delegate It to Us or Do It Yourself

Done-For-You Workshops

Choose from the signature LifeWise Personal Playbook™ workshop or any of the LifeWise Transitions™ workshops below.


LifeWise Personal Playbook is a 2-hour workshop that leads clients' through 8 key life areas for an in-depth vision and goalsetting session that includes key aspects to keeping their vision alive and on-track as well as listing key next actions including what to discuss with you, their advisor.


LifeWise Transitions Workshops are 60-90 minute workshops and help bridge the gap between financial decisions and emotional challenges during these pivotal moments, empowering clients to navigate transitions with confidence and clarity.


These include, but are not limited to:

  • LlifeWise Personal Playbook
  • LifeWise: Adapting to the Loss of a Spouse
  • LifeWise: Money Mindset™
  • LifeWise: Long-term caregiving
  • LifeWise: Discovering your post-work identity
  • LifeWise: Wealth transfer: giver & receiver

Train the Advisor Training

Advisors naturally build close relationships with clients. Let us help you become indispensable guides through their most critical life moments.


If you'd prefer to train your advisors to walk clients through on a more 1:1 basis or conduct your own workshops, Interwovenly offers LifeWise Wealth Manager™ training for the followig workshops:

  • LifeWise Personal Playbook™
  • LifeWise Money Mindset™


Financial planning isn't just about numbers, it's about empowering your clients to live their richest, most fulfilling lives no matter their circumstances.

Content that Integrates Seamlessly

Advisors naturally build close relationships with clients. Let us help you become indispensable guides through their most critical life moments.

Weaving LifeWise™ Masterplan Into Your Planning Process

1: LifeWise™

Workshop

Client attends a live or on-demand workshop and clarifies vision across 8 Key Areas of life

2: Meeting

Client takes financial needs identified in workshop to your financial planning session

3: Integrate

Wealth advisor connects life goals to financial and investment plan

4: Review

Integrated life and financial plan reviewed together regularly. Workshop revisited, if desired


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LifeWise™ Blog

About Cindy

I'm obsessed with unlocking potential and living the life I want versus the life I may have been dealt. For decades, I've seen countless individuals and businesses stuck in amber, yearning for a brighter future but unsure how to bridge the gap. As a transformative strategic consultant, I'm here to change that.


My mission? To empower your clients to envision their ideal life, inside and out, so you can map a clear path to the financial investments they need to achieve it all. No more hazy savings goals for an undefined future. We get crystal clear on dreams, desires, and timing, giving you the tools to build stronger, more profitable client portfolios and relationships.


How? The LifeWise™ content leverages decades of corporate experience in professional and personal development, along with years of successful coaching and consulting to offer a proven framework for:


  • Unleashing your clients' true desires now and into retirement
  • Transforming clients into confident visionaries with achievable goals
  • Equipping clients to complete a financial roadmap to make their dreams reality


The result? Stronger relationships, more trust and more assets given to you to manage the financial resources to help clients realize the life they want.

Elevate Your

Personal Planning

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