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Guided Retirement Planning Hero

An Elevated Retirement Planning Experience

GET PEACE OF MIND WITH A RETIREMENT PLAN TAILORED FOR YOU

Guided Retirement Plan mountain background

Can We Help You?

  • Are you nearing retirement or recently retired?

  • Seeking to maximize your retirement income?

  • Looking to reduce income tax?

  • Consider yourself a disciplined saver?

If so, we can help!

MORE THAN RETIREMENT PLANNING

What's Included

Gain peace of mind knowing your financial house is in order and you're on track for living your ideal life in retirement. You will receive a comprehensive financial plan that covers the following areas:

In addition to the strategic plans noted above, you will receive an Executive Summary that highlights the key points and action items for you to focus on.​​

Plus

Proven 5 Step Process to Retirement Success

CLARIFY WHAT'S IMPORTANT AND SET STRATEGIC GOALS

Explore The Proven 5-Step Process to Retirement Success And The Path to Your Future, Your Way.

Unbiased.
Flat fee.
Commission-free.

Certified Financial Planner Logo

Guided Retirement Planning was founded by Jennifer Daniel, a Certified Financial Planner® based in Ontario, Canada, with the goal of providing objective retirement planning advice.

Guided Retirement Planning is a fee-only financial planning service with no financial product sales or commissions and free of any third party conflicts. You can feel confident that the advice you will receive here is unbiased and 100% in your best interest.

Frequently Asked Questions

  • What is the cost?
    Guided Retirement Planning charges a one-time flat planning fee of $4,500 plus HST. There is no cost for the first 15 minute Intro Call or the 90 minute Complimentary Planning Session.
  • Can you help with my investments?
    In addition to Guided Retirement Planning, Jennifer Daniel also provides ongoing client service for investments and insurance through GP Wealth Management and GP Capital Insurance Agency Inc. If you wish to get help with your investments or buy insurance, we can discuss the options available and the compensation structure for those services.
  • How long does the planning process take?
    We aim to complete the full planning process in 8-12 weeks.
  • What if I don’t live in Ontario?
    At this time, we are focused on serving clients who live in Ontario, Canada.
  • Where are meetings held?
    All meetings will be held online, through the Teams platform. You will be emailed a link and will not have to download any software.

Contact Us

Your retirement plan is just a click, call, or email away!  

Complete the form to connect and begin your path to financial security.

We look forward to hearing from you!

Thank you for your message.  We will be in touch!

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