You’re saving for retirement. But have you planned for life?
Retirement is more than numbers. It’s about loving your life and anticipating what comes next. That’s why we created Furthermore.
Furthermore is a philosophy that places wisdom, wellness, and community, at the heart of an investment strategy. It’s time to start thinking about retirement in a way that empowers you to live your whole life in a way that matters to you.
Retirement planning is life planning.
If you don’t plan for the life you want to live, you might end up living a life you didn’t plan for.
“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 57
The two biggest misconceptions about retirement.
The first is that a successful retirement is all about saving money.
Financial planning is essential. But we’ve seen too many hardworking people reach the finish line unsure of what to do with their freedom. As much as they looked forward to retirement, they were surprised by how uncomfortable they felt.
Why? The second misconception.
Retirement planning is for older people.
Designing a post-career life you love starts years before the official date. Investing in your health, your community, and your sense of purpose are what create the real dividends later on.
“I used to think of my dreams as separate from my financial plan — like fantasy vs. reality. But Furthermore showed me how to align the two. I’m finally living with intention and direction.”
Mark, Age 49
Real talk.
The world is going to expect you to sit back at a certain age. Deciding to live a bold life filled with moments of joy well into your 60s and beyond will make a lot of people uncomfortable. (Even the people who love you the most.)
Waiting until retirement to take chances or create new connections will put you at a frustrating disadvantage.
This is exactly why we created Furthermore.
Name your joys now and make a solid plan to live them without apology. Prioritize your health and learn to say no to things that deplete your energy. Create a like-minded community and have important conversations with your spouse about what matters most.
Furthermore exists to help you for a lifetime.
Today is your day to create amazing tomorrows.
“I realized how much my fear around financial security was limiting my life. Furthermore helped me make some small changes to have a lot more fun!”
Dee, Age 55
How does Furthermore work?
It starts right now - with your Retirement Persona Assessment!
Take 10 minutes to discover your unique Retirement Persona — revealing your strengths, blind spots, and natural tendencies around goal-setting, balance, and priorities.
Get your instant insights that help you understand what truly drives your decisions about retirement.
Receive your invitation to a FREE, live Furthermore planning workshop, designed to expand on your results.
Experience three transformative hours of reflection, strategy, and light-bulb moments on building a life that excites you every day.
Walk away empowered — with a workbook full of new insights, fresh perspectives, meaningful connections, and yes… snacks.
Retirement is the beginning of your life.
No matter your retirement persona, Furthermore will show you resources and insights that can help you build a dream retirement.
This is all FREE?
There is no cost to taking the assessment or receiving your results.
The workshop is absolutely free and so are all the materials.
And, if you attend the workshop, you will qualify for a FREE personalized financial plan and planning consultation.
Only then will you be invited to consider us as your financial advisor. There is no obligation.
Furthermore is personal.
Meet your instructors: Kathleen and Jim Connell — a duo whose professional talents blend mindset with money, vision with planning, and heart with strategy.
As newlyweds who married in their late 50s, they discovered that setting big goals for the future and embracing beginnings ran against the world’s expectations that they should be winding down. But worse than the outside opinions were their own limiting beliefs about aging, health, and new adventures.
As they talked through their own challenges, they realized they weren’t alone. Many of their clients were carrying the same private worries — wondering how to feel secure, how to age with confidence, and how to create a future that still felt full of possibility.
In response they created Furthermore for people who believe that life after a career doesn’t have to be about slowing down — it’s about designing whatever comes next, with the right planning and support.
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Financial AdvisorJim is a seasoned financial advisor with over 30 years of experience helping people align their retirement strategies with real-life dreams.
He is the Senior Partner at Connell Financial Group.
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Personal Development CoachKathleen is a national speaker and workshop facilitator who helps people trust their inner voice, clarify their goals, and live fully into their second chapter.