Our guide seeks to answer any additional questions you may have, continues to educate you throughout this process with our terminology section, and provide tools to help you successfully implement your plan.

The final approach to our retirement planning deliverable. This is where we will walk through your plan and discuss what each column means either on the Finalized Retirement Plan PDF or Excel. This is meant to help you understand the documents and easily apply them to your current situation.

A series of 11 step-by-step videos designed to help you successfully implement your retirement plan. After reviewing your plan from a high level, watch these videos for deeper insights into your next steps.

A report generated by our planning software that highlights assumptions, key graphs, and charts for easy viewing, and goes into detail on the income side of retirement. This can be used to track the inflows and outflows of investments and cash between accounts, or the amount simply being used to spend. Read through the additional notes for comments from your advisor.

This closely follows the PDF but presents the information in a more simplified format for easier understanding. It displays the assumed account balances at year-end, the expected rate of return, and the amounts being deposited or withdrawn – all in one section. For those with pensions or donation intentions, this Excel document highlights these aspects more clearly, providing a deeper understanding