LifeWise Workshop℠ Details

Invest in Client Satisfaction

Help your clients ditch the guesswork about their future

So you can transform fuzzy dreams into a laser-focused financial roadmap.

The LifeWise Worskhop allows your firm to stay focused on financial planning while offering your clients the opportunity to get a clearer picture of what they want. You'll gain:

  • Deeper Client Understanding: Go beyond surface-level finances. LifeWise dives into 8 key life areas, revealing your clients' deepest desires, long-term goals, and evolving priorities. This translates to highly personalized financial planning that aligns with their dreams.


  • Increased Customer Loyalty Future-Proofs Your Business: By empowering your clients to envision their ideal future, you deepen trust and appreciation that translates into long-term, loyal relationships, ensuring your business thrives for years to come.


  • Invest in your clients. Don't just manage money, unlock aspirations. Help couples achieve their ideal life and solidify your partnership for the future.
  • Increased Referrals & Word-of-Mouth: Happy couples who achieve their dreams become vocal advocates, driving strong referrals and organic growth for your firm.

How it Works

Ready to ignite your clients' dreams and build stronger, future-proofed relationships?

Step 1:

Choose Your Format

In-person workshops: We bring the 2-hour LifeWise experience directly to your office or a convenient location, creating a vibrant and interactive space for client engagement.


Online workshops: Reach a wider audience with our user-friendly online platform, perfect for geographically dispersed clients or those seeking a virtual experience.

Open to Public or Clients Only

In our experience, two-thirds of LifeWise Workshop participants ages 50+ are not engaged with a financial planner. You can opt for Interwovenly to refer participants to your workshop from our list or reserve it for your clients only.

Step 2:

Cater to Diverse Dreams

Tailor the Experience with Multiple workshops

Schedule several 2-hour workshops throughout the year for maximum client reach. Invite early adopters to return for a LifeWise refresh anytime.


Couples Workshops

Ignite shared vision and strengthen their bond as they delve into their ideal future together. Create a general workshop or tailor it to specific groups.

Pre-retirees: Navigate the transition to retirement with clarity and excitement, crafting a fulfilling next chapter.


Retirees: Reimagine their post-work life full of meaning, purpose and vitality.


Newlyweds: Lay a strong foundation for their financial future by exploring shared values and long-term dreams.


Life Transitions: Address any milestones your clients are facing like career changes, selling a business, or family growth providing the tools and support needed to adjust with confidence.

Individuals Workshops

We can customize this workshop to focus on individuals who gain clarity and focus on their future in a 90-minute group session.

Step 3:

Seamless Delivery

Pre-Workshop marketing: Focus on client relationships, not content creation. Our LifeWise marketing kit comes with everything you need – images, copy, and social media posts – to generate buzz and fill your workshops.


Pre-workshop materials: We provide any pre-workshop resources like handouts to prepare your clients for the experience and maximize learning.


Workshop facilitation: Our experienced and engaging facilitator guides the workshop, creating a safe and inclusive space for client exploration and open communication.


Post-workshop support: We provide you with the results of the workshop feedback and any follow-up materials to help you effectively address the insights and goals your clients uncover during the workshop.

This workshop helped us connect as a couple and we really liked sharing in that experience with other couples who are feeling the same need for this kind of work. Cindy presented with amazing guidance!

LifeWise Workshop Participant, Anonymous Feedback

The best part of this workshop was giving ourselves the time to explore and discuss what we want our future to look like.

LifeWise Workshop Participant, Anonymous Feedback

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