InSPIREment

Helping Clients Prepare for the Life Side of Retirement

Financial readiness is only part of retirement.
InSPIREment helps clients navigate the questions financial planning alone cannot answer — purpose, identity, fulfillment, relationships, and how they want to live in the years ahead.
Many individuals spend decades preparing financially for retirement, yet few prepare for the emotional and lifestyle transition retirement brings.
Clients often ask:
- “Who will I be when I’m no longer what I do?”
- “What will give me purpose?”
- “How do I want to spend my time?”
InSPIREment helps clients align their financial readiness with how they want to live in retirement - strengthening confidence, clarity, and engagement in what comes next. The program creates meaningful client engagement opportunities while supporting individuals through one of life’s most significant transitions.
Rooted in evidence-based coaching and well-being science, InSPIREment was created by National Board Certified Health & Wellness Coaches trained through Duke Health & Well-Being. The program is already being integrated into retirement planning conversations through an Ameriprise advisor partnership and has received Ameriprise compliance approval.
Why financial advisors partner with InSPIREment?
- Helps clients align their financial resources with how they want to live
- Deepens client engagement and trust
- Guides the transition from financial readiness to life readiness
- Encourages reflection around purpose, identity, and fulfillment
- Eases emotional adjustment during retirement transitions
- Complements — not replaces — the financial planning process
Who are the ideal clients for InSPIREment?
- Are within 1–5 years of retirement
- Recently retired and adjusting to what’s next
- Have a strong financial plan, but want greater clarity around purpose and lifestyle
- Want retirement to feel meaningful, engaging, and fulfilling
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