RETIREMENT PLANS
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.