As you can see from the chart, we have developed a unique 10-step financial planning process as part of The Worry-Free Retirement Experience™. This exceeds the 6-step process endorsed by Advocis, and is tailored to your specific needs and objectives.

Financial security is just one factor in a successful retirement. Money does, however, significantly influence many other factors such as your ability to handle the transition from “work” to the next stage of your life. Planning begins by reflecting on what we call “your vision”.

In our opinion, all too often we see advertising by financial institutions focusing on the massive retirement nest egg required 20 or 30 years down the road. This only serves to discourage most of us — we throw our hands up in the air unable to relate to the amount of money that needs to be saved, the time frame, and the trade off between today’s needs and tomorrow’s goals. By initially focusing on the next three years, we can assist you in developing a vision of where your want to be in the near term — goals that are both measurable and attainable.