Retirement Planning
Everything you do – from planning the education and designations you'd like to acquire, to starting a career & and managing your career progression – is done in the hopes that you and your loved ones can have a better life. But in all your planning, have you remembered to plan for life after work?
Life is not linear and neither is your financial plan. Navigating the evolution of your financial life during your working years takes discipline and requires intention. Failing to plan for life after work may make the difference between having a fulfilling retirement or not. It is our goal to help each of our clients identify their true values, take action to match those values, and optimize the true drivers of financial planning success.
How We Can Help
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create the retirement you've always dreamed of.
- Understand your goals: Through our personalized approach, we discover what your retirement goals are and identify what is most meaningful to you. Whether it’s travel, a new hobby, or spending more time with the people you love, we’ll help you strive for your ideal retirement.
- Analyze your current position: To plan a meaningful retirement, you need to know where you currently stand. We’ll help you build an in-depth financial inventory to use as part of our retirement planning process.
- Develop your plan: We’ll work with you to create a retirement plan that aims to address them. When we’re done, you’ll not only have a better understanding of your investments, and what you need to fund your retirement lifestyle, you’ll also be better equipped to handle any shortfalls. We will also identify and help close any gaps within your financial profile that could put your wealth at risk.
- Implement your plan: As you move closer to retirement, we’ll work with you to ensure the plans are implemented in a phased and orderly manner. The goal of our retirement planning approach is to make your transition to retirement as seamless and stress-free as possible.
- Support you in employer and government benefit decisions: We’ll be here if you need advice on Government or Employee benefits: when to apply, how to apply, what to do with your funds, and much more.
- Partner with you in retirement and beyond: A long and fulfilling retirement takes multiple facets of your financial picture into consideration: health care, long-term care, insurance, legacy planning, and charitable giving. We provide a proactive approach to covering these often overlooked aspects of retirement.
- Provide ongoing reviews: Communication matters. Being engaged with you and your financial life allows us to evolve your financial plan as your life evolves. We are here for those big and small moments in life. At a minimum, we are reviewing your financial plan on an annual basis.
Ready to take the first step in creating your plan for life after work?
