Retirement - or as we prefer to say, financial independence - is one of the most important life events you experience, and getting it right takes planning. Making sure you have a comfortable retirement from a personal and financial perspective is a long process that takes years of following a plan. A plan that requires continuous monitoring of income vs spending, as well as balance sheet growth, composition and protection. Even when you have reached your financial goals, managing your retirement lifestyle prudently is still an ongoing process that lasts the rest of your life.
Integrated in our process is certainly an appreciation and reliance on what the “numbers” in a retirement plan say. However, for us, designing a great plan must also include a deep understanding of your true wants and aspirations for yourself and your family.
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