Getting Started with Retirement Planning

Step 1 … Initial Questionnaire

To help us maximize our time together during a first meeting, please click the button below to download our confidential Financial Planning Questionnaire PDF.

Directions:

  • Download and save the PDF to your desktop computer
  • Complete your responses to the best of your abilities and save the file
  • Click UPLOAD below to send your responses through secure email to the CRA advisor team.

Upon receipt, we will review your submission and be in contact within 1 business day to schedule a complimentary visit to discuss how we may be of help in reaching your retirement planning goals.

  • Accepted file types: pdf.

Step 2 – The General Planning Overview

Take Inventory to Organize and Simplify

The general planning overview begins with getting back to basics.  We’ll help you organize and simplify assets, liabilities, income and expenses from a big picture perspective.  This is an essential part of the advisory process so that we may help evaluate where you stand today, before beginning to build your financial road map and your “Living The Retirement Dream” financial plan”.

Not sure what your annual expenses look like? You’re not alone.

Many people don’t ever do this, but upon retiring it is essential to estimate this for many reasons including to help preserve assets and lower taxes. Therefore, we’ve also included a link to an expense worksheet below to help you determine your annual expenses for planning purposes.

Choose between the simple or 12-month expense worksheet below:

Directions:

  • Download the Simple Worksheet or the 12-Month Worksheet … complete … and save the PDF to your desktop computer
  • Complete your responses to the best of your abilities and save the file
  • Click UPLOAD below to send your responses through secure email to the CRA advisor team.

Upon receipt, we will review your submission with you at our General Planning Overview meeting.

  • Accepted file types: pdf, xlsx, xls.