Financial Plan Updates

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

We adjust your original plan based on your current financial details — including updated account balances, outstanding debts, recurring expenses, recent tax changes, government benefit updates, and projected cash flow needs.

You'll receive your revised plan in both PDF and Excel formats, along with a video walkthrough, within 4 weeks of us receiving all necessary information.

We also include a 1-month email Q&A retainer to answer any questions or provide clarification on your updated plan.

Option 2: Full Plan Update

Cost: 50% OFF current original plan

A 15-minute pre-plan dicussion helps us understand any recent changes in your financial situation — such as new investments, major expenses, or business developments.

You'll receive everything outlined in the General Plan Update as well as a 1-hour Zoom meeting to walkthough the updated plan, ensuring all changes are understood and aligned with your goals.

A 3-month email Q&A retainer is included, offering extended support to answer any follow-up questions.

Individual General Update

Household General Update

Individual Full Update

Household Full Update

CORPORATE & RENTAL UPDATES

If you are looking to update your Corporate or Rental Retirement Plan, please contact our office.

Even small changes — like adjusting your rental property strategy or refining business operations — can have a bigger impact on your retirement plan than you might expect. Larger shifts, such as restructuring your business or selling a property earlier than planned, can significantly affect your long-term financial outlook.

Whether it's a minor adjustment or a major decision, these changes often come with cash flow and tax implications that require thoughful planning.

We're here to help you navigate the detials and keep your retirement plan on track. Use the link below to contact us, and one of our planners will guide you through a custom update tailored to your needs.