Lifestyle Planning

We have all been encouraged to believe that if we saved and had a financial plan, our retirement would be happy and stress free. Unfortunately, life is rarely that simple.

It's true that a good financial plan is a very important part of a successful retirement plan, but it's only one part.

When most people leave the full time workforce for retirement, semi-retirement, or a new kind of lifestyle, there is a range of financial and non financial issues that need to be faced. Some of these are practical and some are emotional. In the past, most people ignored these issues because they didn’t know about them and there were very few organizations offering assistance in the field of retirement lifestyle planning. Fortunately this situation is changing