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
Live Your Best Life
Planning for retirement is about more than investment growth, something you can’t control; it is about you and what you can control. We will contrast and compare a variety of influences such as changing health, life expectancy, the desire for a range of activities and pursuits, family obligations, and the steady climb of the cost of living.
You will have confidence working with a professional Financial Planner, Myers-Briggs coach and Registered Retirement Consultant (RRC®). You choose how much planning you want.

Live Your Best Life
Planning for retirement is about more than investment growth, something you can’t control; it is about you and what you can control. We will contrast and compare a variety of influences such as changing health, life expectancy, the desire for a range of activities and pursuits, family obligations, and the steady climb of the cost of living. You will be working with a professional Financial Planner, Registered Retirement Consultant RRC® and Myers-Briggs coach.
To keep the conversation going you can add as many sessions as you need and when you need them.
To complete your Comprehensive Report, we will:
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Explore your expectations and dreams, housing, and aging in place options.
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Review your potential sources of income: savings, employer and public pensions such as Canada Pension Plan (CPP) and Old Age Security (OAS), etc.
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Define how much money you will need to retire, the impact of inflation on your retirement income and your target date options.
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Create a budget to facilitate your retirement living.
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Review when, why, and how to convert your savings (RRSPs, TFSA, etc.) into income and the tax implications.
SESSION PRICE $175 + GST (Includes Back Office Planning)
MINIMUM 3 SESSIONS
DEPENDING ON YOUR CIRCUMSTANCES AND DREAMS UP TO 8 SESSIONS
Add sessions as often as needed to adapt your plan.