You’ve spent your life showing up for everyone else. You’ve been the one people rely on. The responsible one. The dependable one. The giver.
Now it’s your turn!
But as you consider retirement, a question arises that you may not be used to asking:
“What do I want?”
And then… the doubts kick in:
“Is it selfish to make plans just for me?”
“What if I’ve waited too long?”
“Am I even allowed to make this next chapter about me?”
The answer? Yes. And, damn, it’s about time.
You’re an obliger.
Who is an obliger?
Obligers are loving, selfless, and reliable - sometimes to their own detriment. You’ve prioritized the needs of your family, your job, your partner, and your community…often at the expense of your own desires.
You’ve made decisions to “keep the peace,” even when it didn’t feel right.
It seems like your friends and family keep talking about retirement plans and you may even feel pressure to retire at a certain age because others expect it — not because you’re really ready.
You’ve never quite learned to set boundaries or advocate for what you need. You’re the go-to for everyone else.
You’re deeply sensitive to outside opinions and struggle with guilt when thinking about yourself.
Deep down, you’re not craving the “earned rest” that people think of with retirement.
You’re craving freedom.
You might recognize this.
The BIG CHALLENGE for Avoiders?
It’s knowing how to know what you really want.
You’ve spent years living by obligation. Doing what you’re supposed to do and telling others your fine. Prioritizing your needs can feel like you’re abandoning those you care for.
Studies show that Obligers face a significant risk of depression after retirement because they’ve let others decide how and when they leave work. Knowing what you really want is literally a matter of mental health and well-being.
That’s why we created Furthermore.
Furthermore is a free retirement planning experience where you’ll explore how to make your desires matter. Co-led by a transformation coach and a financial advisor, this workshop is designed to help you:
Understand what you truly want and how to take small, incremental steps to get there.
Create a future that supports your well-being — emotionally, financially, and relationally.
Make decisions from your own clarity, not external pressure.
Support you in hard conversations with people who may have different ideas about what you should do.
Furthermore is a live, in-person training to reclaim your voice and rewrite the rules. And, it’s free.
“I realized I’d spent years being what other people needed me to be. Furthermore helped me remember who I am — and what I want. And for the first time, I’m building a life that’s for me.”
Terry, Age 62
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.
You’ve made a space for everyone else. Now it’s time to make space for yourself.
“There were some important conversations at home once we finished Furthermore. This really helped us understand each other.”
Rene, 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.