Lot #136: A Comprehensive Retirement Planning Engagement, For a Couple, Aged 50+ from Providential Financial Planning

"Value 3,000 - A comprehensive retirement planning engagement, for a couple, aged 50+ from Providential Financial Planning - Expiry July 1st 2027 - Providental Financial Planning: Clarity. Confidence. A tax-efficient path to the retirement you want. Providential Financial Planning is a fee-only, advice-only financial planning practice serving Canadians virtually across the country. This offering is designed for a couple, aged 50+ who are approaching retirement or already retired and includes personalized retirement income, pension, CPP, OAS, tax, and withdrawal planning analysis. It includes: 1) A 30 minute discovery call, to confirm your goals, understand your situation, and ensure a full plan is the right fit. 2) Questionnaire & Document Upload: You complete a detailed questionnaire and upload your documents securely at your own pace. 3) Review & Clarification: We review everything in detail. If anything requires clarification, I'll follow up by email with specific questions. Once clarified, you'll be invited to book your Plan Presentation. 4) Plan Creation: We build your customized retirement strategy including projections, tax-efficient withdrawals, and retirement-stage planning. 5) Plan Presentation & Final Deliverables: We meet virtually to walk through your plan. Deliverables are provided digitally: PDF plan, supporting spreadsheet, and a walkthrough video. 6) Post-Delivery Support (3-Month Retainer): Includes 3 months of post-presentation support for questions and clarifications related to the content of your plan (does not include major plan changes). NOTE: service does not include active/multiple corporations, trusts or investments properties. - No Cash Value - If you have any questions about this item, please contact [email protected]. ALL WINNING BIDDERS WILL BE CONTACTED WITHIN 72 HOURS OF AUCTION CLOSING WITH DETAILS ON HOW TO CLAIM THEIR ITEM. Winning bidders have 30 days to claim their items or they will be forfeited." Pickup category timeslot {A}