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. * I use standard industry Naviplan Financial Planning software.

To complete your comprehensive report, we will:

  • Explore your expectations and dreams, housing, and aging in place options.

  • Review your potential sources of income: savings, employer and public pensions such as Canada Pension Plan (CPP) and Old Age Security (OAS), etc.

  • Define how much money you will need to retire, the impact of inflation on your retirement income and your target date options.

  • Create a budget to facilitate your retirement living.

  • Review when, why, and how to convert your savings (RRSPs, TFSA, etc.) into income and the tax implications.

Price:  $2000 min. or $1500 if added to other packages

COVID RELIEF: make 3 payments.

Future add-on: Schedule sessions to Celebrate & Adapt every 6 to 12 months,

$100 for a 60 minute session

Please email for a quote.

Due to the nature of this type of work, the number of people involved

and your financial pieces it's difficult to provide a package. 

Email or

call 250.306.1256 to book your

Free 30-minute Discovery Conversation

We want to ensure this is the right process & fit. 

For an appointment email: 

© 2020 by Fenske Financial Coaching. Proudly created with