Will I Run Out of Money in Retirement?

This is the question I hear most often from my high-net-worth clients and the concern is valid. Take my short quiz to find out if you have enough money to sustain your lifestyle in retirement.

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susan O'Brien

Net worth thinking Lens

Focus, Function, Family, Freedom

Susan O’Brien’s proprietary approach to financial planning integrates all of the pieces of your financial life. This enables you to make quality decisions that have a positive impact on not just your own net worth but the wealth of future generations as well.

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It’s a fallacy that the affluent are well served.

They may have their choice of fabulous hotels, spas, coveted seats at sporting events, and tables at five-star restaurants, but when it comes to making long-term decisions about their money, they’re not getting the help they need. In Susan O’ Brien’s book she discusses what a real financial plan looks like using a net worth thinking lens and why it should start at the end, not at the beginning.

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Susan O'Brien

Meet

Susan O’Brien

Susan O’Brien, a multi-award winning advisor, founded the Susan O’Brien Group, a nationally recognized wealth advisory practice, in 1998. Her focus is on an innovative and collaborative approach to wealth management. She is a sought-after speaker, facilitator, and planner working with C-suite executives and wealthy families who want more from their financial advisory relationships. Susan has been featured in the Globe and Mail, and on CTV News and Global News. Always guided by helping others and giving back to her community, she sits on advisory boards for the Calgary Foundation and United Way. Susan lives with her family in Calgary, Alberta, Canada.

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Recent Posts

March 8, 2021 in Podcast

Calgary Business Podcast

I was invited on the Calgary Business Podcast to discuss the importance of talking about money, dive deep into the 4 Net Worth Thinking lenses, and how to navigate your…
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March 3, 2021 in Podcast

Canada’s Podcast – My Entrepreneur Journey

Thank you to Canada's Podcast for inviting me to speak about Net Worth Thinking. Listen here to learn about my journey as an entrepreneur, how to apply the Net Worth Thinking Process…
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February 10, 2021 in News & Updates

An Important Way High-Net-Worth Parents Can Teach Their Kids About Money

As a high-net-worth parent, you may be poised to pass on generational wealth to your children, but what about passing on your financial values and know-how as well? A reason…
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September 30, 2020 in News & Updates

What is Generational Wealth and What are High-Net-Worth Parents Challenges?

For over two decades, I’ve been working with families to help them envision their goals and dreams and how to achieve them. Since wealth doesn’t occur in a vacuum, one…
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Testimonials

Praise for Susan O’Brien

“Their approach to consulting and follow through is a distinguishing characteristic of their service. Susan and her team act with high integrity, always maintain confidentiality of personal information, and are responsive and personable.”

H.W.Retired O&G Executive

“No doubt you are a good people person to be able to know how to deal with folks as opposite as [us]. I have not felt talked down to for not being as financially astute as my husband, and I have learned a lot from your patient explanations about the decisions you make on our behalf.”

M.B.

“While we know we are not at the end of our professional relationship with you, we want to express our appreciation of your good management of our finances which has surely contributed to our ability to enjoy this wonderful retirement.”

E.M. & T.M.

“Passion, knowledge, and a genuine interest in achieving the best for clients is what makes Susan exceptional. What’s more is her dedication to community and her thoughtful approach in the use of philanthropy in financial planning. This sets her apart and I would highly recommend her to anyone wishing to explore philanthropy as a strategic tool for personal wealth management.”

K.Y.

Get in Touch

Are you ready to evaluate your financial life through a net worth thinking lens? Reach out to get started.

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