Snowbird Solutions Information

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When you picture your dream retirement, which of the following sound appealing? (Select all that apply) *

Spending winters somewhere warm (like Costa Rica or Mexico)

Living by the lake in Ontario during spring, summer, and fall

Being part of a resort-style retirement community

Travelling regularly (road trips, RVing, exploring new places)

Living in a low-maintenance home or cottage

Being surrounded by nature

Staying close to family

Having access to social activities and events

Other:

Required

If other, please specify below

What monthly budget range feels realistic for your retirement living expenses (monthly housing, property taxes, utilities, etc.)? (Select all that apply) *

Under $1,000/month

$1,000–$1,250/month

$1,250–$1,500/month (a common sweet spot for affordable, flexible living)

$1,500–$2,000/month

Over $2,000/month

Not sure yet

Required

If you could spend your winters anywhere, where would it be? And if you were to set aside money for 4 months of winter travel, what would feel comfortable annually (e.g. around $8,000/year)?

*

What are your top 2–3 priorities for retirement? (Select up to 3) *

Keeping costs manageable

Escaping cold winters

Staying close to healthcare

Being part of a social community

Having the freedom to travel

Enjoying peace and quiet

Staying active and healthy

Feeling safe and economically secure

Other

Required

If other, please specify below

Are there any concerns or challenges you’re currently facing when it comes to retirement plans? This could include current savings, financial planning, location, housing, or something else.
*

In a sentence or two, how would you describe your ideal retirement lifestyle? Would you want to include room in the budget for travel, hobbies, or experiences?

*

7. When it comes to wealth management (investments, retirement income planning, budgeting, etc.), how would you describe your current comfort level?

Extremely comfortable – I have a clear plan and professional support

Somewhat comfortable – I’ve done some planning but could use more guidance

Not very comfortable – I’m unsure if I’m on the right track

I don’t have a plan or feel overwhelmed by the idea of wealth management

Would you be interested in receiving guidance or resources to help with retirement planning or wealth management?

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