A life planning session with Kim is something to look forward to – I am always so grateful for how we live, our health, our families, what we’ve achieved and how our lives in the future may look like. read more
Living a meaningful and balanced life in retirement
Retiremeant™ means having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time. You can retire with both meaning and money.
Retirement should be viewed as a new beginning, not as the beginning of an end. It is so important to consider what you will be retiring to. Together we will embark on a journey to ensure that you have a successful Retiremeant™ Plan in place. We start with a process of self-exploration, looking at where you have come from and how you got there. We then delve into your history with money and the principles you live by.
A critical part of our process is defining what retirement means to you, and creating a vision for your life in the coming years. Here we focus on balance, making sure that that your Retiremeant™ Plan encompass all factors of your life, making time for those areas in your life that may have been previously neglected.
We look at your retirement holistically, and combine Life Planning, Financial Planning, also considering your Investment Plan, and Estate Planning in your overall Retiremeant™ Plan.