"If you don't know where you are going, you might wind up someplace else."
- Yogi Berra
Your Free Financial Projections and Plan
A financial plan involves evaluating your current financial situation (income, assets, liabilities, etc.) and comparing it against multiple future scenarios.
By seeing what multiple futures might look like, you can make choices today to ensure you have the highest probability of achieving your preferred future.
Ever wonder what your future would look like if you..
🏠 paid off your mortgage or saved for retirement?
🍁 took CPP now or delayed taking it?
📊 took dividends from your corporation or a salary?
💸 contributed to your RRSP or a TFSA?
💰 took your pension or received the value and invested it yourself?
⌚ retired now or later?
📈 increased or decreased your RIF withdrawals?
📑 downsized or stayed in your home?
What to Expect
When you click "Get Started" you will be taken to a short questionnaire which will take 3 minutes to complete.
I will use your answers to create your initial financial projection. Once completed, I'll reach out by email to schedule a time for us to meet through Zoom to review your intial scenario and create additional scenarios for comparison.
There is no cost or obligation.