Pre-Retiree Financial Planning

Typically age 45-60

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

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

• Retirement vision, values, and purpose

$2000 individual $2300 family *

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