The CRP Planning Process

We ask you the right questions, listen, and then get to work.

NO SOLUTIONS-IN-A-BOX. OUR PLANS ARE TAILORED FOR YOU.

 

FIVE RETIREMENT QUESTIONS

To help you, we have to understand you; and that means where you’ve been, where you are now, and where you want to go. Five topics can’t address everything, but they offer a solid starting point. Most critically, we’ve designed our process to give prospective clients first-hand insight into how we think and precisely what we’ll do, before they engage us.

• How much income will you need?
  After tax and inflation, to live the life you envision.
• Do you have an Estate Plan?
  To safeguard your financial legacy for loved ones.
• Do you have a Tax Strategy?
  Don’t default on what’s within your power to control.
• What about your options?
  Withdraw RRSPs with the least possible tax.
• How are your investments doing?
  You deserve solid returns with acceptable risk.

 

COLLABORATIVE MEETINGS

• Initial Discovery Meeting
  This is where we get to know each other and see if we’re a good a fit. We’ll ask the right questions, but you’ll find we’re even better listeners. With your goals defined, we get to work.
• Plan Presentation Meeting
  We present the plan designed to achieve your goals. Options and all associated costs are disclosed before getting started, with absolutely no cost or obligation for you.
• Moving Forward Meetings
  Should you engage us, we’ll meet regularly. Statements keep you informed with updated performance, and we’ll always be vigilant to keep you on track.