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.
call 250.306.1256 to book your
Free 30-minute Discovery Conversation
We want to ensure this is the right process & fit.