This six-hour workshop is aimed at people nearing retirement, typically age 50 and above, and is designed around a new definition of Retiremeant™ – having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time.
Kim challenges you to visualise what your retirement would look like if it turned out well and asks “What will you be retiring TO?” She guides you through a process to understand your relationship with money and encourages you to incorporate all the elements that make up a balanced and fulfilling life: work, play, purpose, health, learn, relationships, give-back and money.
Kim shows that a holistic Retiremeant™ Plan is made up of Life Planning, Financial Planning and Estate Planning and firmly believes that your money and your life cannot be separated.
The workshop includes a personal workbook, interactive exercises and a support pack take-away.
This six-hour workshop is for people who are still earning and creating their wealth legacy, typically between the ages of 35 and 50. It’s based on the philosophy that a holistic plan includes a Life Plan, Financial Plan (which includes Scenario Planning and an Investment Strategy,) and an Estate Plan.
Kim explains that Life Planning is the first essential step to Financial Planning. It’s about visualising, planning and then putting into action the plans, goals and dreams that you have for your life. Your Life Plan is enabled by your Financial Plan – this means that the way you structure your investments depend on what you want to do with your money.
Kim guides you to align your money with meaning and to consciously create the life you want.
Thank you for adding to the overall success of the programme, the overall rating for your session as rated by attendees is 94%. Below are some of the comments of workshop participants:
Kim believes that Financial Planning done properly is to guide and mentor clients to formulate a Life Plan, supported by the Financial Plan; and for Life Planning to be truly effective, Planners need to be self-aware and equipped with coaching skills so that they feel comfortable having these brave conversations.
Planners are now required to take on the role of coach and mentor – and this role involves authenticity, vulnerability, empathy, non-judgemental listening skills and the ability to inspire.
Kim will guide you to change your value proposition by teaching the skills and practices needed to connect with clients in a meaningful way.
Book Kim for a 1-day workshop or for the full curriculum over 3 days. On completion of the full curriculum over three days, participants will receive a Dare to Lead Trained Certificate. All options include interactive exercises, video lessons by Brené Brown and Kim’s personal learnings.
I have just completed co-facilitating a series of Behavioural Coaching workshops for financial planners with Kim. Kim was inspirational in telling her personal story, and how she has enacted her passion of helping people have courageous conversations about money; and help them become the masters of their money, rather than be money’s servant.
Kim is an inspirational leader in the financial planning industry and recently shared her story with a group of independent financial advisers. She facilitated Financial Life Planning workshops throughout South Africa as part of the Allan Gray Behavioural Coaching Programme for Independent Financial Advisers.
This four-hour workshop is aimed at helping you understand, edit and change the relationship you have with money. How you think and feel about money determines to a large extent how your money story will play out in your life.
Kim guides you to put money in its rightful place – as an enabler of your life goals and dreams. The workshop will take you through a five-step process that will help you make significant positive changes to the role of money in your life. A clear understanding of your relationship with money can start a whole new chapter where you are able to change the story, rewrite the chapter and start making money serve you – instead of the other way around.
Highly empowering in coaxing me to think more about my life in general, what my relationship with money is and how it all affects my financial decisions.
Kim inspired me to do a whole lot of introspection and has empowered me with skills to understand my life’s journey with money and how it affects my finances.
I learned who I am and what my relationship with money is. I had a huge mind shift towards money
I now have a sense of urgency to evaluate my financial portfolio and work with the right professionals. I need help taking emotion out of my financial decisions.