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Never Ending Vacation

Peter Katevatis - Nov 21, 2016
Picture yourself lying under the beach umbrella with the warm sea air gently blowing in.  The sound of the steady waves has eased the pressures of work and “normal” life.  You are then approached by your friendly server as he says, “Here is the ice c

Picture yourself lying under the beach umbrella with the warm sea air gently blowing in.  The sound of the steady waves has eased the pressures of work and “normal” life.  You are then approached by your friendly server as he says, “Here is the ice cold drink you ordered.”  You are swaddled by the gentle glow of the sun in a moment of serenity. Sadly, this is the last day of your vacation.

 

Katevatis Wealth Management Clients

Now imagine there is no LAST day of your vacation.  Sounds amazing, right?  Unfortunately for many Canadians it is absolutely terrifying, it’s called retirement. 

 

We dream about the time that we don’t have to deal with all the work stresses and pressures that keeps us busy.  We gripe about work but when you truly love what you do, the thought of work ending can be quite distressing.

 

The key to a successful transition into retirement is to have a plan.  A plan will help identify your goals and dreams that you have never articulated before.  The plan will then plot out a financial roadmap to help you attain those dreams.  You can start the plan early in your working life or even after retirement.  Any plan is better than none at all.

 

I always frame a plan for clients with realistic expectations.  The most humbling reality is the fact that this plan will not be correct.  The future of your finances will either overshoot or underperform, but as long as you stay within your parameters you can feel confident that you are on the right track.

 

Your plan will start with a current snapshot of your assets and then estimate the amount you will require to execute on your goals.  There are some estimations and assumptions that need to be made and we will assist you through this process.

 

If you are interested in getting started you can fill out this form or schedule a meeting for us to get together.  I look forward to helping you feel reassured your retirement will feel better than anticipated.