Okay, you’ve asked yourself the previous nine questions about your retirement. That’s great. But we could ask ourselves and mull things over forever. At some point, you’ve got to take action to make it all happen. That’s why question ten asks exactly that: “what’s the first step?”
 
 

Tomorrow and tomorrow and tomorrow

 
Statistically, what’s the most popular day for starting your retirement plan? Easy, it’s ‘tomorrow’. Funnily enough it’s the most popular day to start a diet too.
 
The good news is you’ve already taken the first step. By reading this guide you’ve moved “Thinking about retirement” from the list of things to get around to to the list of things in progress.
 
We can help you from here and it’s not as foreboding as you might think. Sure there’ll be questions, a bit of soul searching maybe, but we’ll be right with you throughout the whole thing.
 
 

Your new best friends

 
We’ll start by getting to know you – who you are, what you want from life and what really matters to you. Then we’ll work together to understand your ambitions and how you’ll go about achieving them.

We’ll put together your Metis LifePlan, bringing structure, reassurance and objective expertise to the table. Thinking about the future will always involve emotions; we can’t take them away, but we can help you to keep them in check, so they don’t get in the way of reaching your goals.
 
 

No time like the present

 
Your plan is the beginning of a partnership and even if you feel like you’re coming to this late in the day, it’s important to know that working with Metis Ireland means expertise in your corner, for as long as you need it. We’ll make sure you understand your plan and we’ll take you through your options, explaining each route and how it could work for you.
 
When you’re happy to go ahead, we’ll take care of the paperwork and administration and we’ll meet with you each year to review your Metis LifePlan. Lives evolve and circumstances change, so we’ll keep checking in to make sure you’re still on course.
 
We know you must be sad that the series is over, so if you want a copy of the entire guide for future bedtime reading you can sign up to download it in full here.
 

If you missed the series, you can also catch up in bite-sized portions here:


Part 1: What should our retirement look like?
Part 2: Will we have enough money along the way?
Part 3: How do we gather everything together in one place?
Part 4: What if we both go into care homes?
Part 5: Can we buy a property abroad?
Part 6: Can we help the kids with a deposit?
Part 7: How do we pass on wealth without paying more tax than necessary?
Part 8: How do we prepare for the worst?
Part 9: How do we invest well?

 
 

 

Talk to us

 
We’d love to help. Whether you’re just beginning to think about retirement, your plan is already under way, or it’s finally time to stop putting it off.

 

Call us for an introductory chat and we’ll see where you’re up to. If you like what you hear, we can meet and go through your vision for retirement as you see it.

 

It’s free and you don’t need to come with a plan. That’s what we’re here for.

 

Disclaimer


Metis Ireland Financial Planning Ltd t/a Metis Ireland is regulated by the Central Bank of Ireland.


All content provided in these blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always engage the services of a fully qualified financial adviser before entering any financial contract. Metis Ireland Financial Planning Ltd t/a Metis Ireland will not be held responsible for any actions taken as a result of reading these blog posts.