PRIVATE RETREAT OPTIONS

 

The 1-Day Private Retreat

"Empower Your Tomorrow" Financial Analysis & Retirement Needs & Capacities Analysis

This private day-long working retreat is perfect for those approaching retirement, a divorce settlement, or a significant inheritance, and needing to get a good clear grip of what this means to their current and a sustaining life style and capacity in all areas of life  (i.e., factoring in inflation adjusted annual budget; appropriate life time healthcare systems; unanticipated events contingencies; funding hobby's and interests and life legacy vision etc.)​

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• Time: 9am-6pm (may be adjusted)

• Price: $3,150 (includes home prep materials; meals and use of the estate grounds; take home customized financial outlook with recommendations)

• Location: Clements Investment Management Home Office - Sunny Oaks Estate, Ashland, Oregon​

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The 2 1/2 Day Private Intensive​​

"Wealth & Well-Being" A Transformative Financial Strategy Retreat

These Financial Planning in-depth retreat intensives are for those at a crossroad or significant transition in life (often a recent inheritance, or retirement/selling of a business practice, or completing a divorce) and who wish to enter into a truly life-transforming process that includes both top-of-the-line financial expertise with Matt Clements, CFO of Clements Investment Management, Inc.,  alongside the integrated self-visioning work with international teacher/author, Ronda LaRue-Clements, M.S.

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• Day 1: Arrival 12-2pm, welcome session(s), followed by dinner

• Day 2: Full day of guided work, with breaks and evening discussion

• Day 3: Morning summary session, departure by noon-ish

• Price: $4,550 (includes home prep; all meals, private stay accommodations (if desired), and personalized financial analysis with recommendations and 2 follow-up phone/email consultations pro-offered)

• Location: Clements Investment Management Home Office - Sunny Oaks Estate, Ashland, Oregon

• (Virtual Option: Retreat work may be done virtually (online) where requested and if/as appropriate.)*

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Customized Retreat Options

Need something different? We design all work to your specific needs and goals —whether it’s mediation for family inheritance, spousal loss, or business transitions. We can also travel to your location if needed.

 

Why Choose Us?

We offer something we believe you will rarely, if ever, find with other financial advisors, brokers, or bankers. Along with top-tier fiduciary responsibility as an RIA, we are very proud of our proprietary Financial GPS Tracking System, giving you (and us when working together), a clear tool for seeing how aligned you remain to your financial goals and needs on your financial journey at every step...and can adjust accordingly.

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What sets us further apart yet is our holistic mind/body/spirit lifestyle approach. We don't merely focus on your financial capacity. We take into our hearts and our ongoing conversations with you, the soul-side of life: your struggles and unanticipated events; your hopes, dreams, unique gifts and talents wishing to be expressed...even your personal challenges, subconscious fear/blocks and inner-growth opportunities for living your fullest life. We stand alongside you, not just as advisors, but as partners, openly sharing in our life process with you.

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*While our retreats offer a powerful way to begin this journey, you don’t need to attend one to become a client of ours. We provide this personalized depth process, believing it’s key to long-term, whole-person success. 

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**Virtual retreats may be set up depending on appropriateness and need.

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Take the Next Step

If you're ready to transform your financial future and align your life with your deepest values and goals, we invite you to join us.

​We’d love to discuss your unique situation, answer any questions, and help you determine if this retreat is the right fit for you. Whether you’re approaching retirement, navigating a major life transition, or seeking clarity and direction, we’re here to help.

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Contact Us Today
Reach out to schedule a conversation and begin your journey toward financial clarity and a fulfilling second half of life. Let’s take this powerful leap together.

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Matt & Ronda
Clements Investment Management, Inc.
Offices: California, New York, Oregon
Matt@MPClements.com

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