Financial Plan Updates

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Cost: 25% of the price of a new plan

For clients who need a light update to their original retirement plan.

This is best suited when your situation is mostly the same, but your numbers have changed. We will update your plan using your current account balances, debts, expenses, tax changes, government benefits, and projected retirement income needs.

Once we receive all required information, your updated plan will be delivered within 6 weeks. You will receive the revised plan as a PDF.

Cost: 50% of the price of a new plan

For clients whose financial situation has changed in a more meaningful way.

This may apply if you have retired, changed jobs, received a severance package, sold a business or property, lost a spouse, received an inheritance, gone through a divorce, or had another major life change.

We will update your original plan using your current financial information and rebuild the parts of the plan that need to change. This may include retirement income, taxes, estate planning, CPP and OAS timing, pension decisions, account withdrawals, and future cash flow needs.

Once we receive all required information, your updated plan will be delivered within 6 weeks. You will receive the revised plan as a PDF.