InSPIREment

Holistic Retirement Planning Beyond the Numbers

Financial readiness is only half the retirement equation. InSPIREment helps your clients navigate the emotional, social, and lifestyle shifts that financial planning alone cannot answer.
Developed by board-certified health and well-being coaches, our program bridges the gap between financial wealth and life fulfillment.
The Challenge
Clients spend decades saving money, but rarely prepare for the psychological shift of retiring. They often struggle with critical questions:
- Who am I without my career?
- What gives me purpose now?
- How do I want to spend my days?
Why Financial Advisors Partner With Us
InSPIREment complements your existing financial planning process to deepen client relationships.
- Aligns wealth with action: Connects financial resources directly to lifestyle goals.
- Deepens client trust: Retains clients by supporting their total well-being.
- Eases life transitions: Lowers the emotional anxiety of leaving the workforce.
- Enhances your value: Positions your practice as a truly holistic wealth manager.
Proven Success & Compliance
- Compliance approved: Fully vetted and approved by Ameriprise compliance.
- Track record: Currently in its 4th year of successful delivery.
- Local roots: Built and tested within an Ameriprise-backed Private Wealth Advisory practice in Minneapolis, MN.
Ideal Clients for InSPIREment
Our program is specifically designed for clients who:
- Are 1–5 years away from retirement.
- Recently retired and struggling to adjust.
- Have a strong financial plan but lack a lifestyle plan.
- Want their next chapter to feel meaningful and engaging.
Together, we support the full picture — you help clients build the financial plan, and we help them live it.

What are Advisors Saying?

“Having enough financially doesn’t translate into enjoying retirement.

InSPIREment brings the client’s plan to life.”

“Clients connect their resources with how they want to live, spend time, and what brings fulfillment. That’s real value.”

“My clients move from uncertainty to confidence and can now see what’s possible.”

“Reframing retirement from milestone to life transition helps clients feel at ease with what’s ahead.”

What are Clients Saying?

Participants describe feeling more confident, purposeful, and emotionally prepared for retirement.

“InSPIREment helped me rediscover the magic of retirement.”

“InSPIREment helped me see there was more to retirement than just financial.”

“I feel much more at ease knowing others have mixed emotions about retirement.”

“I now understand the science of flourishing in my legacy years.”

The Details

Designed for individuals preparing for retirement or navigating the early years of retirement.

Two 2‑hour sessions
Delivered virtually or in-person
Facilitated by 1 or 2 board‑certified coaches
Anne Gustin & Sarah Goodwin
Format includes:
Large‑group discussion
Small breakout conversations
Brief guided writing and reflection exercises

The Sessions

#1 Exploring Your Legacy Years

Get oriented. Build awareness. Assess readiness.
Participants will:
• Envision their legacy years
• Reflect on meaningful role models
• Understand the emotional stages of retirement
• Explore well-being as a foundation for thriving
• Assess readiness for what’s next
#2 Designing Your Legacy Years

Clarify what matters. Align choices. Design a life that fits.
Participants will:
• Define purpose and evolving identity
• Align choices with what matters most
• Navigate uncertainty with confidence
• Strengthen resilience and a growth mindset
• Create a personalized InSPIREment plan

How Advisors Partner With InSPIREment

- Offer InSPIREment workshops to pre-retiree and retiree clients
- Host sessions virtually or in person
- Create meaningful client engagement opportunities
- Complement existing retirement planning conversations
- Support clients in navigating the transition into retirement