The future is filled with choices

As you look to the future, it’s important to recognize that the number of big choices you will need to make do not diminish. In fact, they increase right about the time we start to ask the question “Am I going to be OK?” The best way to answer your big question is to design the life you want to live and then test its feasibility using a model. In other words, Adopt the approach of a designer. The “Retirement Designer” inside our Navigator app as been built specifically to help you quickly and easily design what your future retirement looks like and test its feasibility.

do more, and worry less

When you design your retirement, you will:

  • Gain clarity of what is possible.
  • Have greater confidence in the choices you are making.
  • Be less likely to look back with regret about the choices you make as life moves forwards.

What is design thinking and why does it matter?

Design thinking is an approach to solving problems when there are vastly more unknown variables then known variables. Your future and your retirement are just a problem. You have ideas about the things you want to do, when you are going to do them, and what they might cost but there are many other things which are not. To approach your retirement like a designer you need to:
  • Create a model that captures what you know.
  • Test the model through simulation.
  • Evaluate the test results.
  • Refine the model to correct for deficiencies and test again.

The “Retirement Designer” in our Navigator App a modelling tool that allows you to quickly and easily establish where you are today, what you might like to do in the future and make an assessment of your choices. Sign up now to gain access to the Retirement Designer today.

Steps to designing your retirement

  1. Register and complete the profile wizard that will establish the basics of where you are in life right now.
  2. Take the introductory tour to understand the basic of how the app works.
  3. Input some ideas about your future life like when you might retire, the broad strokes of vacations you want to take, when you might sell one home to move to another etc. (There are tours that can help you with the steps if you are uncertain)
  4. Click on choice assessment to find out if your choices are achievable.
  5. Reach out for help if you need it using our chat widget or by booking a free appointment.

The fundamentals of designing your retirement are really that is.

If its so easy why is no one else taking this approach?

Others are taking this approach however most of them are building customized models for each plan that are not accessible to those of us who are not excel wizards. Financial planners and advisors are typically caught in a very self-serving style of group think who’s only objective is to try and manage more of your money (for a fee of course).

So why is our software free?

As retirement income specialist our business is developing cash flow strategies that maximize our clients’ goals. In order to determine the timing, direction, and value of cash flows and to maximize the benefits from your other incomes like CPP and OAS we first need to understand what your cash flow needs are. In effect, if you can give us a good idea of how think you want to live your life, we can tell you the best ways to fund it.
We want you to know that your future is secure. When you want to know how to best fund that future you may start to work with us.
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