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.

Take the quiz
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.

Focus Icon
Function Icon
Family Icon
Freedom Icon
Learn More

Purchase the book

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.

ORDER THE BOOK
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.

Learn More

Recent Posts

August 13, 2021 in Podcast

Financial Planning for Canadian Business Owners

Something my clients often ask me about is how they can start teaching their children about money. Every family should be facilitating deep, meaningful discussions about money with their kids…
Read More
July 6, 2021 in News & Updates

How a Check-Box Mentality May be Hurting Your Financial Planning Future

I’m kicking off a “Think Again” series with blog posts that cover ideas and practices that have become commonplace but need to be reevaluated. The check-box culture is a good…
Read More
May 28, 2021 in News & Updates

Successful Intergenerational Wealth Transfers: Our Approach & How to Avoid The Most Common Mistakes

Shirtsleeves to shirtsleeves in three generations is a saying that refers to the all-too-common occurrence of families losing their wealth within a few generations. The first generation builds wealth through…
Read More
April 6, 2021 in News & Updates

5 Mistakes Parents Make When Teaching Children about Money Management

The Necessity To Teach Children About Money Management When it comes to wealth planning strategies for Canadians, I know the importance of passing on generational wealth. In fact, it’s something…
Read More

Testimonials

Praise for Susan O’Brien

Get in Touch

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

Learn More