Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-started

Choosing a retirement planning team is about far more than simply opening investment accounts. It is about building a long term relationship with professionals who understand your goals, values, family, and financial future.

In this episode of Retiring Canada, we walk through what new clients can expect during their first year working with our team after completing the Fundamental Retirement Plan process.

You will learn how our team approach works, what happens during the account transition process, how we coordinate with accountants and lawyers, and why communication and proactive planning are such important parts of the client experience. We also discuss the importance of in person relationships, ongoing meetings, tax planning reviews, and the month by month implementation process that takes place during a client’s first year.

We also share the deeper purpose behind the podcast, the Fundamental Retirement Plan, and the vision of creating a retirement planning experience that truly puts retirees and their families first.

This episode is for Canadians looking for a more coordinated, proactive, and relationship driven approach to retirement planning and wealth management.

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EPISODE RESOURCES:
📊 Work with Michael: https://fundamentalwealth.ca/get-started

💻 Subscribe to the Newsletter: https://www.retiringcanada.ca/retirement-newsletter

👉 Download Our Latest Retirement Guide: https://www.retiringcanada.ca/retirement-guide

✏️ Submit Your Question: https://www.retiringcanada.ca/submit-your-question

🌐 Retiring Canada Website: https://www.retiringcanada.ca

Sample of Client’s First Year