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Retirement Planning

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“Watch our video to learn how you can be a part of the health revolution as a Health Coach!”
1:1 Session | Single Session
$400.00 for FW Members
$800.00 for Non-Members

*Discounts vary based on clients status. Here’s how to apply your membership discount. Not a Financially Wise Member? Learn more.

While retirement might seem far off, it’s one of the most significant financial goals you'll face, making early planning essential. At Financially Wise, we believe that a solid retirement plan should serve as the cornerstone for all your financial objectives.

During this session, you’ll work one-on-one with a Financially Wise planner to cover the fundamentals: exploring your retirement account options and developing a strategy to start or continue investing—plus catching up if necessary.

An estimate of your monthly expenses.

Your current retirement contributions and savings, including any employer-sponsored pension plans and individual retirement accounts.

A vision of your desired lifestyle and anticipated expenses during retirement.

This session is ideal for individuals planning to retire more than fifteen years from now. If you expect to retire with a spouse, have complex retirement income sources, or need assistance balancing retirement planning with other major financial goals, explore our Comprehensive Planning Package + Unlimited Support.

Membership is required to attend this session, as we utilize the W.I.S.E Retirement goal as our retirement calculator. This session is tailored for those planning to retire in over fifteen years. If you're looking for comprehensive planning for yourself and a spouse, consider our Comprehensive Planning Package + Unlimited Support.

To schedule or participate in a 1:1 session or group workshop, you must be located in The Bahamas. Family Islanders are welcome.

If you’re unsure, feel free to book a complimentary call to determine which financial planning session best suits your needs.

This session is exclusively for residents of The Bahamas. Financially Wise does not provide business, tax, or legal advice.

While retirement might seem far off, it’s one of the most significant financial goals you'll face, making early planning essential. At Financially Wise, we believe that a solid retirement plan should serve as the cornerstone for all your financial objectives.

During this session, you’ll work one-on-one with a Financially Wise planner to cover the fundamentals: exploring your retirement account options and developing a strategy to start or continue investing—plus catching up if necessary.

An estimate of your monthly expenses.

Your current retirement contributions and savings, including any employer-sponsored pension plans and individual retirement accounts.

A vision of your desired lifestyle and anticipated expenses during retirement.

This session is ideal for individuals planning to retire more than fifteen years from now. If you expect to retire with a spouse, have complex retirement income sources, or need assistance balancing retirement planning with other major financial goals, explore our Comprehensive Planning Package + Unlimited Support.

Membership is required to attend this session, as we utilize the W.I.S.E Retirement goal as our retirement calculator. This session is tailored for those planning to retire in over fifteen years. If you're looking for comprehensive planning for yourself and a spouse, consider our Comprehensive Planning Package + Unlimited Support.

To schedule or participate in a 1:1 session or group workshop, you must be located in The Bahamas. Family Islanders are welcome.

If you’re unsure, feel free to book a complimentary call to determine which financial planning session best suits your needs.

This session is exclusively for residents of The Bahamas. Financially Wise does not provide business, tax, or legal advice.

How It Works

  • 1

    Book Your Session: After registration, select a convenient date and time for your consultation.

  • 2

    Pre-Session Questionnaire: Complete a brief questionnaire to help your coach understand your unique needs and goals.

  • 3

    Consultation Call: Engage in a one-on-one conversation with your WISE insurance professional, discussing strategies and options for asset protection.

  • 4

    Follow-Up: After your session, receive a summary of key points discussed, quotes, actionable steps, and additional resources to assist you on your insurance journey.

Successful Stories

Deneil K,

Bahamian women are rescuing their finances by starting businesses, enhancing financial literacy, and building supportive networks. These efforts help them make better financial choices and strengthen their economic independence, positively impacting their communities.

Loleta J.

Lakeisha Simmons helped me make smart financial decisions, improving my situation. I’m focused on building wealth for my family, my debts are decreasing, and I’m managing money better. Thank you, Mrs. Simmons, for blessing my life.

Tinessa D.

I was stuck and unsure about what to do financially. Lakeisha Simmons changed that. Her knowledge and organizational skills set me on the path to financial success. She help me define my Goals and take appropriate action. Lakeisha is professional,intelligent, and passionate about helping others. I highly recommend her.

Marrissa T.

Covid-19 has made everything so ruff. I am currently using what you have taught me. Although I have not been consistently saving, my little emergency fund is helping me along with my investment. And for that, I want to say thank you.”