Free 30-minute Discovery Conversation
We want to ensure this is the right process & fit.
If you agree to move forward we will schedule our first full session.
During Covid 19 we will meet via video chat or phone.
Retirement
Planning
It’s Time to Envision Your Retirement
Wondering if You Have Enough? Independent, holistic retirement planning can ease the fear of the unknown that often comes with retirement. Together, we’ll map out your steps toward peace of mind and an exciting next chapter. Let’s build clarity, confidence, and a plan that supports the lifestyle you’ve worked so hard to create. You benefit from the fee-only, advice-only format.
This Works
Smart financial planning supports provides the answers about when to take CPP, OAS, how to optimize savings, reduce taxes, downsize, or choose a reverse mortgage. Transform your financial future with confidence and peace of mind. You benefit from the fee-only, advice-only format.
At Fenske Financial Coaching & Planning, we guide you every step of the way.
Learn More.
Worry Less.
Let’s begin designing your retirement plan today. Together, we’ll explore the key topics listed below to build a solid plan for your retirement. As life evolves, we’ll continue our conversations and adjust your plan to meet your changing needs.
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Evaluate Your Spending & Savings Patterns
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Project Your Financial Needs at 60, 70, 80, and 90
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Maximize the Potential of any Inheritance or Lump-sums
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Assess How & How Much to Support Your Adult Children
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Identify All Your Income Sources
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Optimize the Timing of Canada Pension Plan & Old Age Security
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Strategize How to Convert Savings (RRSPs, TFSAs, etc.) Into Income
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Explore the Need to Downsize or a Reverse Mortgage.
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Consider Part-Time Work
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Understand Strategic Investment Options
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Estimate Your Taxes & Identify Ways to Reduce Them
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Choose a Personal Health Plan
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Decide if You Need Life Insurance for Estate Planning or End-of-Life Costs
Boost your financial confidence with add-on Financial Essentials Sessions.
Your Partner in Financial Well-Being
Working with a Registered Retirement Consultant (RRC®), Professional Financial Planner, Certified Tax Preparer, Myers-Briggs Coach, and communication expert like Karen will guide you on an inspiring and solid path to financial well-being. Expect tailored strategies and actionable plans to achieve your goals.
Let's Get Started
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We work at your pace.
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Expect two to four sessions to complete your Initial Retirement Plan.
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A decision-making behavioural assessment can be included.
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Add check-ins every 6 or 12 months to keep on track.
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Add weekly or monthly sessions to change money habits.
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Book here for a FREE 20-minute introduction.