Retirement Planning WorksheetThe first step to a stress-free retirement starts here.
Prepare for the journey of a lifetime. Get started with 9 smart moves every Canadian should include in their retirement plan.
Climb with confidence!
You’ve worked your whole life to enjoy your retirement years. Now as you prepare for this new journey, there are going to be a lot of questions.
At Cedar Rock, we often compare retirement to climbing a mountain. Both take planning, preparation, and the right guide. That’s why we created this worksheet: to help you map your route, avoid common pitfalls, and reach the summit with confidence.
This is your time. Let’s make it stress-free—and unforgettable.
In this retirement worksheet:
Steps to Successful Retirement Planning
Discover an overview of the important considerations you and every Canadian should take into account to set the groundwork for a solid financial plan in retirement.
Guided Pre-Treatment Checklist
With the nine steps as a framework, you can use this interactive checklist to help audit your current financial state and discover key gaps in your plan so you can properly plan for retirement.
Core Considerations for Retirement Success
Living expenses, taxes, budgets—there’s a lot to think about as you plan for retirement. This guide helps you focus on what really matters now, so you can feel confident, prepared, and free to enjoy the years ahead.
Retirement is the journey of a lifetime.
At Cedar Rock Financial, we’ve walked these trails before and guided hundreds of clients successfully through to the summit. You could say we’re experts who have the experience to understand your entire financial picture. Step over here, watch out for that rock, look straight ahead while crossing the bridge, one foot at a time, yes it’s supposed to sound like that. We’ll walk with you on your expedition so you can enjoy this adventure without having to fret about the little things.
Because, as we like to say, once you reach the summit, it really is a breathtaking view.