Option 1: Continue Your Escape Plan
Before building a roadmap, it’s important to understand where you’re going.
In the next exercise, you’ll define the lifestyle, experiences, and freedoms your financial decisions are ultimately meant to support.
Your Work Optional Score
Your Greatest Opportunity Is Strategic Planning
Based on your assessment results, this is the one area that could have the biggest impact on how ready you are for retirement.
Your personalised walkthrough
A Personal Message From Tyler
Your lowest score was Strategic Planning.
In this short video, I’ll explain why that matters, what may be contributing to it, and how our Escape Plan framework helps people create greater clarity about what comes next.
Your Score Is a Starting Point
Your Work Optional Score gives you a snapshot of where you are today. But it doesn’t tell the whole story.
A lower score in Strategic Planning doesn’t automatically mean you’re behind. It may point to questions worth exploring, assumptions to revisit, or decisions that could benefit from a clearer plan.
The important questions are:
- Do you have a clear picture of the life you want your finances to support?
- Do your current financial decisions align with that vision?
- Are there opportunities or risks you haven’t fully considered?
- Do you know which decisions deserve your attention first?
The goal isn’t simply to improve your score. It’s to make better-informed decisions about the future you want.
Before You Plan Your Money, Define What Matters
What do you want life beyond work to look like?
If work became optional, how would you spend your time?
What experiences would matter most? What would you want more time for? And what would make this next chapter feel meaningful?
Your answers help give your financial decisions a purpose.
Because retirement planning isn’t just about reaching a number.
It’s about understanding what you want that money to make possible.
Your Next Step
Three Ways To Continue
Your score has identified an opportunity.
The next step is deciding how you’d like to explore it.
Option 2: Get A Professional Perspective
Let’s review your score together.
In a complimentary Freedom Strategy Session, we’ll explore:
- What’s driving your results
- The opportunities that may have the biggest impact
- Potential blind spots worth addressing
- What your next best step could be
Option 3: The Work-Optional Wealth Review
Uncover the potential hiding in your portfolio.
Your portfolio may be growing, but is it helping you create the freedom you’re working toward?
Most investors know how their portfolio is performing. Far fewer know whether it’s positioned to help them make work optional.
Instantly See:
- what’s helping you move toward freedom
- what may be holding you back
- how close you are to making work optional
Uncover My Portfolio’s Potential
Free to use · Instant analysis
A $97 commitment deposit secures your Strategy Session and helps ensure appointments remain available for members who are ready to move forward.
Your deposit is fully refundable after your meeting or can be applied to future services. This is not a disguised sales call. There is no product pitch or obligation. It’s 100% advice-focused on creating direction and clarity for you.
Your Guide
Tyler Hoffman, FMA
Founder, OnPoint Private Wealth Coaching
Tyler helps Canadians in their 40s and 50s stop guessing about their financial future and start building the retirement they actually want.
His approach is built around one idea: coordination beats accumulation. Most people don't have a savings problem — they have a clarity problem. The Escape Plan was designed to fix that.
When he's not mapping out roadmaps to freedom, you'll find him outdoors with his family and his dog, chasing the kind of moments his clients are working toward.
