Nights
7
Participants
6
Price From
$3500
7 Transformative Days
March 5th - 12th, 2026
What if paradise could actually pay you back?
Imagine stepping into the lush rainforests of Costa Rica, and over the next 7 days, you’ll learn wealth-building strategies that will more than pay for this entire retreat—and keep generating prosperity for years to come.
You’ll receive step-by-step coaching on profitable investing and intentional wealth creation, all while soaking in volcanic hot springs, witnessing the vibrant Boyero Festival, exploring waterfalls, and connecting with extraordinary women who share your vision.
This luxury wealth-building intensive combines serious financial education with the Costa Rica adventure you deserve.
What Makes This RETREAT EXTRAORDINARY
This retreat will pay dividends for years to come.
You’ll be surrounded by the natural beauty of Costa Rica—from the dramatic Poas Volcano to serene thermal springs hidden deep in the forest—while receiving the same high-level coaching Debra’s private $1,000/hour clients receive.
Debra L. Morrison, a 45-year CERTIFIED FINANCIAL PLANNER™ and Certified Grief Coach, 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 transformational 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 held in our private luxury villa, you’ll learn to use money as a tool for the freedom and life you want.
This retreat delivers tangible, actionable strategies that create lasting financial impact
You'll Walk Away With:\
- Three proven, repeatable systems to generate income and grow your wealth—no guesswork, no fluff
- Clarity on profitable opportunities aligned with your values and skills
- Confidence to make decisive financial choices—no more analysis paralysis
- A lifelong financial skillset that no one can take away
- Step-by-step guidance on traditional financial asset investing PLUS risk-adjusted crypto investing in decentralized finance
- Knowledge of investment options with historic returns ranging from 10% to 300%+*
THE EXTRAORDINARY EXPERIENCE AWAITS
🏡 Luxury Villa Living
7 nights in a massive modern mansion with heated pool, jacuzzi, 7 bedrooms, and stunning mountain views. Your private sanctuary for transformation.
💰 Financial Mastery
Transformational wealth-building workshops where financial empowerment meets emotional healing. Develop personalized strategies for creating lasting wealth aligned with your values.
🌿 Natural Wonders
Experience volcanic hot springs at Termales del Bosque, the powerful Poas Volcano, breathtaking La Paz Waterfalls, and the magical Boyero Festival.Whether you have dietary restrictions or specific preferences, we’ll make sure every meal works for you.
🎨 Cultural Immersion
Explore the enchanting topiary gardens of Zarcero, witness artisans hand-painting traditional carretas in Sarchi, shop at Feria Verde organic market, and tour the historic National Theater.
💆 Wellness & Renewal
Optional massages, forest bathing in thermal springs, time for reflection, and daily opportunities to connect with nature’s healing energy.
🤝 Lasting Connections
With just 12 extraordinary women, this intimate setting fosters deep, meaningful friendships 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
Your Costa Rica Adventure
Itinerary
Day 1 - Thursday, March 5
Welcome to paradise! Arrive and settle into our luxury villa. Evening orientation and welcome dinner at Cocina Ecléctica, a charming local restaurant.
Day 2 - Friday, March 6
Journey to Termales del Bosque—11 naturally-heated thermal pools deep in the forest. Watch Morpho butterflies float by as you soak. Visit Zarcero’s whimsical topiary gardens.
Day 3 - Saturday, March 7
Shop at Feria Verde organic market, explore local towns, or visit the National Theater and Museum. Wealth-building workshop. Time for reflection and integration.
Day 4 - Sunday, March 8
Boyero Festival Day! Experience this UNESCO Intangible Heritage celebration with colorful oxcart parade, traditional music, and cultural festivities. Rest and optional massages.
Day 5 - Monday, March 9
Relax at our mansion – pool and hot tub, massages. Financial mastery workshop. Movie night.
Day 6 - Tuesday, March 10
Explore La Paz Waterfalls & Gardens with its 5 stunning waterfalls and wildlife refuge. Stand at the rim of Poas Volcano. Workshop session in the afternoon.
Day 7 - Wednesday, March 11
Final workshop session. Playa Martes white sand beach. Celebration dinner and reflection on your transformation.
Day 8 - Thursday, March 12
Departure day. Leave with actionable strategies, new friendships, and renewed confidence in your financial future. (Late flights recommended)
What's included
What’s Included
- 7 nights accommodation in luxury villa with heated pool & jacuzzi
- Creating Intentional Wealth Workshops with Debra L. Morrison, CFP®
- All ground transportation throughout the retreat
- Pick up/drop off at Juan Santamaría International Airport (SJO)
- All meals except for lunches during excursions
- Exquisite welcome dinner at a local restaurant
- Farmers Market visit and hands on cooking class
- Entry fees to all attractions (Poas Volcano, La Paz Waterfalls, Termales del Bosque, etc.)
What’s NOT Included
- Airfare, train fare
- Some lunches during excursions
- Optional massages ($65 for 1.25 hours)
- Personal purchases and souvenirs
- Travel insurance (highly recommended)
Your Retreat Experts
DEBRA L. MORRISON, CFP®
45-Year CERTIFIED FINANCIAL PLANNER™ | Certified Grief Coach | Financial & Leadership Coach
Debra L. Morrison is a trailblazing financial expert and visionary leader who has dedicated her career to transforming how women over 60 approach wealth, power, and possibility.
After practicing for 45 years as a CERTIFIED FINANCIAL PLANNER™ and Asset Manager—making hundreds of millions of dollars for her clients—Debra sold her company, Empowered Retirement, Inc. in 2020 to embrace her true calling: empowering women over 60 to recognize and achieve their extraordinary potential.
As the founder of We Can Do It Women™, Debra leads a revolution that’s redefining what it means to age powerfully. Her mission extends beyond financial education to encompass total life transformation.
Awards & Recognition: 2022 Celebrate You Woman of the Year | 2012 Grief Coach Academy Coach of the Year | 2011 Leading Woman Entrepreneur and Business Owner of NJ | 2008 New Jersey’s Best 50 Women in Business | Featured in Who’s Who in Finance & Industry
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. Her quick wit and use of everyday analogies make complex financial concepts accessible and actionable.
“Until now, you’ve lived for others. Now it’s your turn to share your strength, your story, your spirit, your sagacity, and your significance. The world is waiting for you. We are waiting for you.”
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.
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.
