You haven’t planned much, yet.
Here’s the thing, you’re not alone. A lot of people avoid retirement or life planning — not because they don’t care, but because it feels overwhelming. You’ve had other priorities. Life has been full.
And every time you think about the future, the questions multiply:
“Where do I even begin?”
“Am I too far behind?”
“Will I feel judged if I don’t have it all together?”
Let’s put those fears to rest. This isn’t about shame.
This is about taking the next right step — with support, clarity, and self-compassion.
You’re an avoider.
Who is an avoider?
Avoiders are often intelligent, thoughtful, and deeply caring. You’re not lazy — you’re sensitive. Planning feels like a minefield: emotionally, logistically, or relationally.
You’ve delayed financial or retirement planning because it felt too complex or intimidating.
You fear that once you “look,” you’ll uncover something scary that you’re not prepared to deal with. Or that it’s too late to actually do anything about retirement.
Money feels stressful and as long as you have what you need, you’d rather not spend too much time on it.
You’ve learned to avoid conversations that feel like they might cause conflict — especially with family.
So, you put things off, hoping they’ll resolve on their own.
And if we’re being honest…
Sometimes you’re not avoiding retirement planning. You’re avoiding people who have strong opinions about your retirement. Or a spouse who has a very different idea about retirement.
With the right support you can make decisions with confidence!
You might recognize this.
The BIG CHALLENGE for Avoiders?
Avoiders believe they should have everything together before starting.
But the truth is, you don’t need a perfect plan — just a place to begin.
That’s why we created Furthermore.
Furthermore is a free retirement planning experience co-led by a coach and a financial advisor — designed to help you move out of avoidance and into empowered clarity.
Furthermore is not a lecture. It’s a safe, supportive space where you can:
Understand where you are without judgment.
Take ownership of what you want (even if you’re not sure yet).
Explore your financial and emotional reality without fear.
Begin to formulate a plan that’s doable, honest, and uniquely yours.
Furthermore is a live, in-person training to help people face the future without fear. And, it’s free.
“I was so embarrassed that I hadn’t planned anything. But from the moment I walked into Furthermore, I felt seen, safe, and supported. Now I actually want to make a plan — because I know I can.”
— Lorraine, Age 61
By the end of the day, you’ll have:
A starting point that doesn’t feel like a mountain.
Peace of mind that it’s not “too late” to begin.
Tools to navigate family dynamics and conversations with clarity.
A framework for decision-making you can actually follow.
Relief — because the scariest part was just starting.
What you’ll walk away with.
Meet your instructors.
Furthermore is a unique opportunity designed by Kathleen and Jim Connell who’s professional talents combine mindset and money, vision and planning, heart and strategy.
Kathleen is a personal transformation coach and speaker, known for helping people unlock clarity, courage, and connection to what matters.
Jim is a seasoned financial advisor with over 30 years of experience guiding people through meaningful life transitions.
As newlyweds who married in their late 50s, they realized that dreaming of the future and planning for new beginnings as they approached 60 was not only unusual, it seemed to defy the expectations of a world that thought they should slow down.
They developed Furthermore for people who believe that a post-career life can be whatever they want it to be with the right planning and support.
There is no shame in finally starting. There is only power in taking the first step.
“It was mind opening to see how my life experiences created beliefs that were holding me back. You helped me figure out how to change that.”
Tom, Age 46
What’s inside Furthermore?
How you started to believe that your choices in retirement are limited.
The simple ways that you actually can make big changes around money, age and health.
How to get on the same page with your spouse and your family.
How to make your finances and your dreams work together.
Key blind spots and opportunities for each retirement persona.
Furthermore includes group discussion, a workbook and materials designed for your unique persona.
FAQ’s
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Perfect! Retirees who take Furthermore always say they wish they’d taken our workshop 20 years earlier.
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Furthermore is about helping you live your best life no matter where you are in your retirement journey.
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General advice is available but this events blends emotional clarity with financial awareness.
Furthermore attendees qualify for a FREE personalized financial plan that considers your goals, dreams and aspirations.
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Yes, please! Furthermore is provides a framework for important conversations with loved ones. However, anyone who attends must first take the assessment and register separately.
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Perfect! We’ll help you make sure it’s aligned with the life you actually want to live.