retirement_.jpg

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.

Happy Couple

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:

  • 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.

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.