Financial Plan Update
Life Happens, Let Us Help Get Things Back On Track
Life Changes and So Will Your Retirement Plans
Whether you’ve experienced a strong investment return or decided to downsize earlier than expected, periodic plan updates are crucial to ensure your taxes are minimized and spending is maximized through retirement.
Your plan update option will generally align with the type you originally chose with us.
INDIVIDUAL AND HOUSEHOLD UPDATES
Option 1: General Plan Update
Cost: 75% OFF the current original plan cost.
Adjusts your originally delivered plan based on current financial details like account balances, outstanding debts, recurring expenses, tax changes, updated government benefits, and projected cashflow needs.
We will provide the revised plan—both PDF and Excel—and a video walkthrough within 4 weeks after receiving all the necessary information.
1-month email Q&A retainer to address any questions or clarifications about your updated plan.
Please Choose Plan Option Below:
Option 2: Full Plan Update
Cost: 50% OFF the current original plan cost.
Includes everything from the General Update for a comprehensive review of your finances.
15-minute pre-plan discussion to understand any recent changes in your financial situation, such as new investments, major expenses, or business developments.
A 1-hour Zoom meeting to walk through the updated plan, ensuring all changes are clearly understood and aligned with your goals. We will provide the revised plan—both PDF and Excel—and a video walkthrough.
3-month email Q&A retainer, offering extended support to handle any follow-up questions.
Please Choose Plan Option Below:Â
CORPORATE & RENTAL UPDATES
Contact Our Office
Small changes, such as adjusting your rental property strategy or tweaking business operations, often have a far bigger impact on your retirement plan than you might initially expect. On the other hand, major shifts like restructuring your business or selling rental properties earlier than planned can have significant implications for your overall financial outlook and long-term goals.
Minor adjustments can lead to significant changes in cash flow and tax implications. Larger moves, such as business restructuring or early property sales, carry even more substantial effects that need careful planning.
We’re here to help you navigate these complexities and ensure your retirement plan adapts effectively. Contact us using the link below, and one of our planners will walk you through a custom update tailored to your needs.