A retirement plan really is an extension of a financial plan.There are two parts. Your financial planner may be qualified to help you with both as a retirement planner or work with a lifestyle planner.
The first step is determining what you want to do when you retire. How do you define retirement success? Deciding when you will slow down and what you will do with your time - your lifestyle can be a challenge.
Once you have an idea what retirement success looks like for you then your financial planner can determine what it will cost to make what you want to happen happen. The next step is to design a plan to make it happen. Then take action and follow up.
If you have further questions, or feel that I could be of assistance, please do not hesitate to contact me.
If you would like to work with a local Retirement Planner, you could start with a Google search. For example, if you search for: retirement planner Halifax or retirement planning Halifax, my name, along with several others, will come up. You can use the same method to find Retirement Planners in your community
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The first step is determining what you want to do when you retire. How do you define retirement success? Deciding when you will slow down and what you will do with your time - your lifestyle can be a challenge.
Once you have an idea what retirement success looks like for you then your financial planner can determine what it will cost to make what you want to happen happen. The next step is to design a plan to make it happen. Then take action and follow up.
If you have further questions, or feel that I could be of assistance, please do not hesitate to contact me.
If you would like to work with a local Retirement Planner, you could start with a Google search. For example, if you search for: retirement planner Halifax or retirement planning Halifax, my name, along with several others, will come up. You can use the same method to find Retirement Planners in your community