Most often, all that is needed is a plan. Envision exactly what this new chapter will look like, then you can plan both your money and your life to achieve your dreams and goals … that is, what you are retiring TO.
A holistic RetiremeantTM Plan comprises: a Life Plan, a Financial Plan and an Estate Plan
RetiremeantTM is not just rounds of golf or holidays. Every aspect of your life – your health, your relationships, your money, your sense of purpose – come together to create a balanced and meaningful life. Want to check how you are doing? Try the Balance Test and see what needs work.
Take the Balance Test and start your journey to engage in all areas of your life.
This workshop is based on the book RETIREMEANT: get more meaning from you money by Kim Potgieter, CERTIFIED FINANCIAL PLANNER® and Director and Head of Life Planning at Chartered Wealth Solutions.
Being prepared for retirement can make it the best time of your life. A RetiremeantTM Plan comprises three important parts: a Life Plan, a Financial Plan and an Estate Plan. This workshop is designed to help you follow a process that will assist you in creating an effective Life Plan.