Live Your Best Life

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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.

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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

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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.

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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.

• 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.

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SESSION PRICE $175 + GST (Includes Back Office Planning)

MINIMUM 3 SESSIONS

DEPENDING ON YOUR CIRCUMSTANCES AND DREAMS UP TO 8 SESSIONS

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Add sessions as often as needed to adapt your plan.

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