The Cedar Point Pathway

Get your retirement plan on track

Our Process

Helping you retire before 65—with confidence.

At Cedar Point Wealth, we specialize in helping pre-retirees (usually 45+) who want the freedom and flexibility to retire before the traditional age of 65. Our approach ensures you have clarity on your path forward—so you can make confident decisions as you approach retirement, and once you’re there.

The Cedar Point Pathway

  • Personalized Guidance: While broad financial tips are helpful, real progress happens when we address your unique needs and aspirations.

  • Approachable & Professional: We pride ourselves on making complex ideas simple—no confusing jargon, no unnecessary fluff.

  • Flexibility: Whether you prefer meeting virtually or in-person (if you’re near Saskatoon), we’ll adapt to what works best for you.

1. Discovery Meeting

2. Data Gathering

3. Plan Design

4. Presentation

5. Implementation

6. Optimization

Frequent Questions

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