Retirement questions we help you answer
Here are some of the questions we help clients like you navigate:
How do I make sure I don’t run out of money—no matter how long I live?
What if I want to retire sooner—could that actually work?
Should I start CPP and OAS now—or would waiting give me more peace of mind?
Will my plan still work if inflation rises or the market takes a hit?
How can I be generous now and still feel confident about the future?
What if I get seriously ill—will my retirement plan survive the extra costs?
More than just numbers — this is planning to make your money work for the life you really want
Our Intentional Retirement Planning Process can help you:
Clarify what’s most important to you—how you want to live, give, and spend your time in retirement
Prioritize your financial goals so your money stays focused on what matters most
Simplify retirement income decisions with easy-to-understand and actionable strategies
A steady path forward — together
It starts with a conversation—no pressure, no commitment.
Just a chance to talk through your questions.
Step 1. Discovery
A relaxed, no-pressure conversation where we discuss your retirement dreams and concerns. This is your opportunity to share what's on your mind, ask questions, and see if we're a good fit to work together.
Step 2. Planning
We'll dive deeper into your priorities and take a thorough look at your current financial situation. Together, we'll identify any gaps between where you are now and where you want to be, discover opportunities to make your money work harder for you, and create a clear plan that puts your most important goals first.
Step 3. Implementation
With your personalized plan in hand, we'll help you put everything into action with confidence. You'll have a clear, step-by-step guide for turning your savings into reliable retirement income that lasts, know exactly what to focus on first, and have someone to call when questions come up along the way.