OBJECTIVE RETIREMENT PLANNING ADVICE
About
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.
CERTIFIED FINANCIAL PLANNER®
Jennifer Daniel, Founder
After years of providing financial, investment and insurance advice to clients, I started this service to provide a “fee-only” planning option, which means there is a fee for my financial planning advice rather than fees or commissions tied to investment products, assets under management (AUM) or insurance products.
​
Through Guided Retirement Planning, I can provide financial planning advice without needing to manage your investments or meeting a minimum account size.
Retirement Planning is my favourite stage of planning, as this time in your life represents such a pivotal point – preparing to push the button from asset accumulation to “decumulation”, where decades of your hard work paves the way for a secure and enjoyable retirement.
I understand what it’s like to face a major life change. At age 36, I made the decision to exit the busy corporate world as a marketing manager in search of a more balanced life for myself and my family. I began my career as a financial advisor to help make a difference in the lives of others. I enjoy guiding my clients through important life decisions, and always try to communicate financial strategies in a way that is easy to understand.
​
When I’m not working, you may find me travelling with my family, walking trails with my dog, or working on my skills playing ladies’ hockey. I decided to start playing hockey in my late 30s and I have been playing ever since. I wanted to challenge myself, stay fit and have some fun! I believe it’s never too late to try something new!
Hello!
