

Talks and Workshops
For Real-Life Transitions.
Participants receive a workbook and eBook to support their journey.

Rewrite Your Money Story
Change the way you think, feel, and talk about money.
Is your relationship with money helping or hindering your life?
We all carry a money story – shaped by our past and reflected in our habits. But not every story serves us well.
In this talk or workshop, Kim helps you:
- Understand your money mindset
- Let go of guilt, fear, or shame
- Make friends with money
- Build habits that support your goals
- Align your money with your values and dreams
Participants receive a workbook and eBook to support their journey.
Transform your relationship with money – and use it to live the life you choose.

Midlife Recalibration
Reframe this chapter as your greatest opportunity.
Feeling stuck or searching for purpose in midlife?
Midlife is often seen as a time of crisis – marked by career shifts, physical changes, an empty nest, or the loss of parents. It’s easy to feel stuck, uncertain, or searching for purpose. But what if midlife is actually your most powerful phase?
What you’ll learn in this talk or workshop:
- Navigate midlife with purpose and confidence
- Realign your priorities and reconnect with what matters
- How to release outdated mindsets, habits, and obligations – and intentionally redesign your life
- Shift your mindset from midlife crisis to midlife opportunity
Participants receive a workbook and eBook to support their journey.
Reimagine midlife – and make this chapter one you can truly adore.

Intentional Investing
Plan with purpose. Invest with meaning.
Still earning and building your wealth legacy? Start investing with intention – and align your money with the life you want to live.
What you’ll explore in this talk or workshop:
- Why your Life Plan is the essential first step in financial planning
- How to structure your investments to support your goals and dreams
- How your Financial Plan (including scenario planning and investment strategy) supports your life
- The role of an Estate Plan in protecting your legacy
- How to consciously align money with meaning
Participants receive a workbook and eBook to support their journey.
Build wealth with vision, not just numbers. Invest in the life you want.

Retire Successfully
RetiremeantTM is not the end. It’s your next beginning.
What does a meaningful retirement look like – beyond the money?
Retirement is a major life transition – one that calls for more than just financial planning. It’s your chance to design a life filled with meaning, freedom, and purpose.
What you’ll explore in this talk or workshop:
- Redefine what retirement means to you
- Create a life vision that reflects your dreams, values and priorities
- Explore the eight elements of a balanced life
- Align your life plan with your financial plan
- See money as a tool to support the life you want
Participants receive a workbook and eBook to support their journey.
Plan your next chapter with clarity, intention and purpose.
ENQUIRE ABOUT A TALK OR WORKSHOP WITH KIM

Heard at Kim’s Events
