Midlife Financial Planning

Typically age 35-45

Will include, but not limited to:

• Networth statement

• Retirement trajectory and precise target date

• Education planning

• Strategic review of investment accounts and tax efficiencies

• Canada Pension Plan and Old Age Security Timing Education

• Insurance review

• Downsizing scenarios if applicable

• Retirement trade-off analysis for education contributions and helping parents.

• Retirement vision, values, and purpose

$1700 individual $2000 family*

*May be more due to complexity and all pricing confirmed in our first consultation