Interactive Retirement Planning:

Test-Drive Your Future

A one-time, “fee-for-service” retirement plan. No products and no ongoing commitment.

Please note: Interactive Planning Sessions are currently booking about 2 months out.

Why it works

Watch your readiness climb.

Do you have enough to retire safely? What if you retire a year earlier? What if you downsize or wipe out the mortgage? What if you semi-retire next month?

With two credentialed planners guiding you, we map where you stand today and try the what-ifs together, live, on screen, so you leave knowing your numbers and exactly what moves them.

For illustration only. Your plan shows your real number.

Not ready yet

How it works

See it all. On the spot.

We help you see your future in living colour, using state-of-the-art financial planning software (we use Conquest). You’ll know the implications of pretty much anything you’re thinking, right there in the session.

For most people, it’s the first time their whole financial picture has ever felt this clear.

Interactive Retirement Planning, explained by Rhys

Set up

Purchase a plan, get secure online access, and start entering your data, documents, and goals.

Plan together

An interactive planning session: we confirm details, explore your options, try scenarios live, and stress-test the result.

Fine-tune

We refine your game plan and audit everything for accuracy.

Deliver

Final reports, a simplified action plan, and a walkthrough video so it all makes sense. Two months of support included.

What you get

Answers. And confidence they’ll hold.

You’ll walk away knowing

How much income you’ll have through every phase: go-go, slow-go, and no-go
When to start CPP and OAS
Which accounts to draw from, and when
How to keep your tax bite as small as possible
What you’ll be able to pass on to the people you love

And how it holds up against

Higher inflation
A market crash at the worst possible time: right after you retire
Lower long-term returns than you hoped
A longer life than you planned for

These aren’t exhaustive; there’s a lot we can test. But you’ll leave with a game plan you understand and can actually put to work.

Pricing

Choose your plan.

Single

$3,500 + tax

A custom retirement game plan for one person.

Purchase

Couple

$4,000 + tax

A custom retirement game plan for couples.

Purchase

Corporate / Rentals

From $5,000 + tax

For those who are incorporated or have more than one rental property. Pricing based on complexity.

Book an intro call

or email us directly

All “fee-for-service” plans include two months of post-delivery support. Future plan revisions are 50% of the current price, valid for 18 months after the previous engagement.

See before you buy

No surprises. None.

Have a look at exactly what you get, and exactly what you’re agreeing to, before you spend a dollar.

Sample report

A portion of the reports that come with your plan. More are available if and when you need them.

View the sample report

Sample terms of engagement

Our agreement, in plain terms. Subject to change as we continue to refine our process.

View the sample agreement

Want ongoing help instead? See Full Access →

Not sure which option fits? Compare our services →