The Retreat That
Pays for Itself
Who is this retreat for?
- If you’re an accomplished woman who has ever quietly wondered: “Am I really making the right money choices?”
- If you’ve harbored any hidden guilt, ashamed of not knowing ‘enough’ especially when others seem to have it all figured out.
- If a scarcity mindset plagues you, that even with money, you fear it could vanish or never be “enough.”
- If you’re isolated, with no safe space to talk openly about money without judgment, jealousy or misunderstanding.
- If despite your being successful elsewhere, you defer financial decisions out of fear that your intuition is inadequate.
- If you feel irresponsible that you have wealth without clarity, and you fear you’re carelessly squandering opportunities.
- If you’ve experienced nagging doubts, like “I know I have money…but is it working as hard as it could be, to secure my future?
- If behind your ‘polished life and full calendar’ there lingers a whisper of doubt… a fear of making a mistake, or not knowing enough.
This retreat in the South of France is your turning point.
Here, in a lovingly restored French château, you’ll experience a whole new relationship with your money.
What Makes This RETREAT EXTRAORDINARY
This retreat will pay dividends for years to come.
You’ll be in the heart of the French countryside, where luxury meets serious financial education. Debra L. Morrison, a 42-year CERTIFIED FINANCIAL PLANNER™ and Certified Grief Coach, will give you the same high-level coaching her private $1,000/hour clients receive.
Debra knows that the terrible money messages mature women grew up with weren’t your fault—but moving forward is your responsibility!
She’ll guide you through sessions that help you release shame and guilt around past financial missteps. (Remember: a misstep means you’re still moving—you learn, you adjust, you keep going.)
Through practical workshops, you’ll learn to use money as a tool for the freedom and life you want. No confusing jargon, no overwhelming complexity—just clear, actionable strategies you can implement immediately.
This retreat delivers tangible, actionable strategies that create lasting financial impact
You'll Walk Away With:\
- A calm, unshakable confidence about your money—no more second-guessing or outsourcing your power.
- A step-by-step familiarity with how money really works, so you can see opportunities instead of obstacles.
- The ability to break through fear and finally trust yourself to grow—not shrink—your wealth.
- A deep sense of relief and freedom, knowing you don’t have to carry financial worry in silence anymore.
- Sisterhood and connection with women who are equally committed to rewriting the story of their wealth.
- The luxury of retreating in a French château, where centuries-old charm meets modern comfort.
- Gourmet meals prepared by your personal chef, turning every bite into nourishment for body and soul.
- Wines curated by your private sommelier, elevating each evening into an experience of delight and discovery. (Mocktails available as well.)
- The rare permission to slow down, savor beauty, and reconnect with yourself—so you return home renewed and ready.
Imagine sipping champagne under French skies as your sommelier shares the story of the vineyard, or laughing with new friends over a chef-prepared feast that feels like it was designed just for you. In that moment, the weight of financial doubt slips away, replaced by a lightness, a certainty: “I’ve got this. I know what to do next.”
Because this isn’t just a retreat.
It’s where wealth wisdom meets exquisite living… and where you step into the confident woman you were always meant to be.
THE EXTRAORDINARY EXPERIENCE AWAITS
Luxurious Accommodations
Escape to the enchanting Château de Borie for 8 days and 7 nights of refined comfort. Choose from private or shared rooms in this historic French château, each beautifully appointed with elegant touches. From your window, drink in the breathtaking views of lush forests and dramatic limestone cliffs that surround this peaceful retreat.
Financial Mastery
Debra’s transformational coaching sessions where financial empowerment meets emotional healing. In this supportive setting, you’ll develop personalized strategies for creating lasting wealth aligned with your values and dreams. Debra’s compassionate yet strategic approach makes complex financial concepts accessible and actionable.
Wellness & Creativity
Rejuvenate your body and spirit through daily wellness activities and creative expression. Bestselling author Abigail Carter will guide you through a writing session that unlock your creative voice, while the retreat schedule includes ample time for personal reflection amid the château’s beautiful grounds—a perfect setting for renewal.
Cultural Immersion
Indulge in the sensory pleasures of authentic French life with exclusive wine tastings led by local vintners and gourmet meals prepared by your private chef. Between sessions, explore charming villages and vibrant local markets on curated excursions that bring centuries-old traditions to life through architecture, craftsmanship, and warm local hospitality.
Local Market & Cooking Class with our Chef
Indulge in gourmet French meals prepared daily by our esteemed Chef James Lee Gordon. We’ll visit Agen’s lively farmer’s market together, choosing the freshest ingredients alongside our chef. Back at Château de Borie, he’ll teach us to cook what we’ve selected, turning our market finds into that evening’s dinner.
Whether you have dietary restrictions or specific preferences, we’ll make sure every meal works for you.
Lasting Connections
With just 10 extraordinary women in attendance, this intimate setting fosters deep, meaningful connections. Evening fireside chats provide space for authentic sharing of wisdom and insights gained throughout your journey. The friendships formed during this transformative week often become lifelong bonds that continue to support and inspire long after the retreat ends.
Hear What Attendees Are Saying About Our Retreats
“And the belief was I need to take care of everyone else first, but I’m going to put my own oxygen mask on before anybody else’s. The first aha moment was that I did not know how much I had till she explained how the whole pie chart comes together.”
- Maria Joseph
“The biggest wow is coming in with so much uncertainty. .. And now leaving. My level of confidence is so high because Debra just answers every question, lays out in very practical ways what you need to know”
- Sybil Henry
“ I’ve realized now that those who’ve created generational wealth have had that help of experts who’s connected the dots for them. It’s been a phenomenal realization for me, and I feel very empowered leaving this retreat at agen, which has been amazing.”
- Vidya Majumdar
What's included
What’s Included
- 7 nights accommodation in your own private room
- Creating Intentional Wealth Workshops with Debra L. Morrison, CFP®
- Writing Workshop with Chateau owner Abigail Carter
- Pick up/drop off at Agen train station
- All meals and wine except for lunches during excursions
- Exquisite dinner at a restaurant near the Chateau de Borie
- Farmers Market visit and hands on cooking class
- Entry fees for all excursions
- Transportation to/from all excursions
- Morning exercise classes appropriate for all skill levels
What’s NOT Included
- Airfare, train fare
- Meals outside the Chateau except for the restaurant dinner
- Massage (optional)
Your Retreat Experts
DEBRA L. MORRISON
Debra L. Morrison practiced as a 42-year seasoned CERTIFIED FINANCIAL PLANNER™ and Asset Manager, an Accredited Estate Planner with her Masters in Retirement Planning, and a Certified Grief Coach; you’re in experienced hands.
After she sold her company, Empowered Retirement, Inc. in 2020, she founded Women Navigating Finances, leveraging her rich wisdom gleaned over 4+ decades , and channeling it now as a Financial & Leadership Coach for mature women, upleveling their financial confidence while providing them with strategic wealth creation strategies.
Debra’s unswerving empathy provides the safe space into which women can share whatever money stories, money missteps or fears that may have thwarted the financial security they richly deserve. And her quick wit & use of everyday analogies is refreshingly welcoming for all women to belly-up to the financial tables of life, and WIN!
Debra’s passionate about expanding our definition of wealth from that of simply greenbacks to also include intentional focus on our physicality, our mental well being, our spirituality and our relationality, in order for us to thrive as wholistic beings, financially free.
ABIGAIL CARTER
The owner of Chateau de Borie, Abigail Carter is a bestselling author, artist and website designer.
Her memoir, The Alchemy of Loss: A Young Widow’s Transformation was published in 2008, a cathartic expression after the death of her husband, Arron in the World Trade Center on 9/11. Her second book, Remember the Moon, a novel, was published in 2014 and is also based on themes of grief and loss.
After a difficult breakup in 2017, Abby returned to painting after a thirty-year hiatus, re-discovering another outlet for her renewed grief and self-discovery.
During the pandemic, Abby became obsessed with the idea of owning a chateau in France that could be used as a retreat center and managed to see the dream come to fruition in 2022 with the purchase of Chateau de Borie.
The Investment That Pays for Itself
When you master Debra’s wealth-building strategies, this retreat becomes an investment in your financial future—not an expense. The skills you’ll gain are designed to generate returns far beyond your initial investment.
SECURE YOUR ROOM TODAY
Only 10 Spots Available!
Accommodations
Except for three bedrooms that contain two beds, all bedrooms are private. All rooms have full private bathrooms down the hall. You will have access to all amenities: a large, shared living room, kitchen and dining room, garden, and terraces, with reading nooks and seating, and a wooded trail. There is WiFi throughout the Chateau, and laundry services are available.
Cygne Room
The total cost of the room is $7,000
Deposit – $1,200
The largest room available, Cygne’s second-floor southern exposure ensures it is bright and sunny all day long. Equipped with a queen-sized bed, a single bed, a mirrored armoire, and a dresser, this room has all the comforts. It has a private bathroom down the hall with a sink, shower, toilet, and a view of the garden.
After the deposit of $1,200 is paid, the remaining balance of $5,800 is to be paid in full by September 1st, 2025.
The cost for an extra person is $5000 for the week which will be included in the room’s balance payment.
Rossignol Room
The total cost of the room is $7,000
Deposit – $1,200
The only bedroom on the second floor with an ensuite, Rossignol (Nightingale) is a sunny room with a small desk chair, and a closet. Its “almost” ensuite sink and toilet are located just outside the door and it has a shower room down the hall. It benefits from a southern exposure so the room is bright and airy and has a view of the environs, the pools, and the grottos.
After the deposit of $1,200 is paid, the remaining balance of $5,800 is to be paid in full by September 1st, 2025.
Lapin Room
The total cost of the room is $6,800
Deposit – $1,200
Lapin (Rabbit) is a lovely southern exposure room on the third floor with two “oeil de boeuf” (port-hole windows) and exposed beams. It has two double beds and so can be easily shared. It is accompanied by a full private bathroom down the hall. A great room for two friends who might like to come together.
After the deposit of $1,200 is paid, the remaining balance of $5,600 to be paid in full by September 1st, 2025.
The cost for an extra person is $5000 for the week which will be included in the room’s balance payment.
Colibri Room
The total cost of the room is $6,700
Deposit – $1,200
Located on the 3rd floor, Colibri (Hummingbird) is a lovely southern exposure room with two “oeil de boeuf” (port-hole windows) and exposed beams. It has a lovely, comfortable double bed and a large, full private bathroom down the hall.
After the deposit of $1,200 is paid, the remaining balance of $5,500 is to be paid in full by September 1st, 2025.
Jasmin Room
The total cost of the room is $6,900
Deposit – $1,200
Jasmin is similar to Magnolia with its skylight with a remote-controlled blind and a floor-level window. It has a comfortable double bed, an armoire and is the only 3rd-floor bedroom with a full ensuite bathroom.
After the deposit of $1,200 is paid, the remaining balance of $5,700 is to be paid in full by September 1st, 2025.
Renard Room
The total cost of the room is $6,700
Deposit – $1,200
Renard (Fox) is a lovely southern exposure room on the third floor with one “oeil de boeuf” (port-hole window) and exposed beams. It has a lovely, comfortable double bed and a full private bathroom down the hall.
After the deposit of $1,200 is paid, the remaining balance of $5,500 is to be paid in full by September 1st, 2025.
Etoile Room
The total cost of the room is $7,000
Deposit – $1,200
Almost as large as Cygne, Etoile (Star) also benefits from its second floor, southern exposure, and panoramic views, ensuring it is bright and sunny all day long. Equipped with a large double bed, a writing desk, and a dresser, this room has all the comforts and has a private bathroom down the hall equipped with a shower, sink, and toilet.
After the deposit of $1,200 is paid, the remaining balance of $5,800 is to be paid in full by September 1st, 2025.
Paon Room
The total cost of the room is $6,700
Deposit – $1,200
Paon is a lovely southern exposure room on the third floor with one “oeil de boeuf” (port-hole window) and exposed beams. It has a comfortable double bed, plus a single bed, and a full private bathroom down the hall. This room would be suitable for two people sharing a room.
After the deposit of $1,200 is paid, the remaining balance of $5,700 is to be paid in full by September 1st, 2025.
The cost for an extra person is $5000 for the week which will be included in the room’s balance payment.
Chouette Room
The total cost of the room is $6,700
Deposit – $1,200
Chouette (Owl) is a lovely southern exposure room on the third floor with one “oeil de boeuf” (bull’s eye window) and exposed beams. It has a lovely, comfortable double bed and a full private bathroom down the hall.
After the deposit of $1,200 is paid, the remaining balance of $5,500 is to be paid in full by September 1st, 2025.
Magnolia Room
The total cost of the room is $6,700
Deposit – $1,200
Magnolia, located on the third floor, is similar to Jasmin with its skylight with a remote-controlled blind and a floor-level window. It has a comfortable bed and a dresser, and a private bathroom down the hall equipped with a shower, sink, and toilet.
After the deposit of $1,200 is paid, the remaining balance of $5,500 is to be paid in full by September 1st, 2025.
Ginkgo Room
The total cost of the room is $6,900
Deposit – $1,200
Ginkgo benefits from its second floor location. Equipped with a large double bed and a dresser, this room has all the comforts and has a private bathroom down the hall equipped with a shower, sink, and toilet.
After the deposit of $1,200 is paid, the remaining balance of $5,700 is to be paid in full by September 1st, 2025.
Important Notes
The Chateau de Borie is multi-leveled, with no bedrooms on the ground floor. Good physical mobility is required for retreat, as the Chateau has one or two sets of stairwells depending on the room you choose, and we will be on foot on the cobbled streets around France. The physical ability to walk unassisted is necessary for this retreat.
Because of the proximity of the cliffs and the seven springs on the property, mosquitos are an issue between July and October. Bug spray is highly recommended.
Participants might want to consider arriving in France a day or two prior to the retreat to get acclimated. Toulouse is an enjoyable place to explore. Citiz Hotel in Toulouse is well situated a block from the train station and a block from the center of town and is reasonably priced.
Travel
Arrivals: Saturday, October 25th before 4 pm
Retreat/workshops: Saturday, October 25th – Saturday, November 1st, 2025
Departures: Saturday, November 1st before 12 pm.
Retreat participants are responsible for their own flights and travel to Agen. The closest international airports are Toulouse and Bordeaux, France. It is an hour’s train ride to Agen from both cities. You can also fly to Paris and take a 3-hour TGV train from Montparnasse station in Paris to Agen (via Bordeaux).
It is recommended that you purchase your train tickets ahead of time, as trains do fill up. We recommend using www.thetrainline.com or www.sncf-connect.com to book your connections.
You are welcome to rent a car at the airport, though we will be providing transportation for the various excursions, so unless you want to get out on your own, it is unnecessary.
We offer pick-ups and drop-offs between the Agen train station and Chateau de Borie.
NOTE: To arrive at the Chateau on Saturday, October 25th requires a flight departure from North America on Friday, October 24th.
Refund Policy
All rooms are to be paid for in full by September 1st, 2025.
The $1,200 deposit is non-refundable under any circumstances.
Should you need to cancel after September 1st we will offer your spot to people on the waiting list:
- If we are able to fill your spot, we will retain the $1,200 non-refundable deposit, and refund 100% of your net payment (gross less the $1,200 non-refundable deposit).
- If we are unable to fill your spot we will retain the $1,200 non-refundable deposit, and refund 50% of your net payment (gross less the $1,200 non-refundable deposit), OR you may transfer the net of your gross paid fees minus the $1,200 non-refundable deposit, to another retreat offered within 12 months.
The Venue
Chateau de Borie
Chateau de Borie is located in Pont-du-Casse, just a five minute drive from Agen, located between Toulouse and Bordeaux in an area renown for it’s fresh fruits and vegetables, particularly its dried prunes. The area is a little off the beaten path for many tourists, but boasts beautiful countryside, proximity to two splendid wine regions, historic “Bastide” villages and incredibly fresh local food.
Agen and environs
Agen, France
The town of Agen is equidistant between Toulouse and Bordeaux and boasts a TGV train station, making it a 3-hour journey from Paris or a 1-hour journey from either Toulouse or Bordeaux. The town is fairly substantial with a population of 35,000 and has a wide array of shops, restaurants, bars, weekly markets and annual festivals. There is also a wonderful Art Museum and an Opera House, as well as several cathedrals, one of which has an intricately painted interior.
The surrounding countryside is known for its orchards and fruit growing, particularly its prunes, which you can find in all forms – stuffed, soaked in alcohol, or made into aperitifs.
The surrounding countryside is beautiful and dotted with many “Bastide” towns – fortified, medieval towns often built atop hillsides with a templated grid pattern (developed by the brother of one of the kings of France) with a main town square, surrounded by a covered gallery housing shops and restaurants.
Why Learn from
Debra L. Morrison?
With over 42 years of experience as a CFP® and Asset Manager, Debra brings a unique blend of expertise to your financial journey.
Empathy-Driven Expertise: Debra provides a safe space to address your fears and past stumbling blocks.
Holistic Approach: With her Master’s Degree in Retirement Planning and her Grief Coach Certification, she balances numbers with nurturing guidance.
Real-World Wisdom: Debra’s common-sense approach, born from her farm upbringing, makes complex concepts easy to understand.
Proven Strategies: Learn outside-the-box thinking to navigate your finances with confidence.
Life-Centered Coaching: Focus on getting a return on your LIFE, not just your money.
