Something is about to change
The Escape Plan
Most people don't need another opinion.
Not another investment review.
Not another retirement calculator.
Not another generic financial plan.
They need clarity.
To understand where they stand, what's possible, and what to do next.
That's why we created The Escape Plan.
A personalised roadmap that helps Canadians gain the clarity and confidence to build a future with more freedom, flexibility, and choice.
61%
of Canadians fear outliving their savings.
Sound Familiar?
- You check your savings and still aren't sure if it's enough.
- You've read the blogs, tried a calculator or two, maybe even met with an advisor, and still don't feel settled.
- You're not behind. You've just never been shown the full picture.
That's what The Escape Plan is built to fix.
Most financial conversations start with investments. The Escape Plan starts with your life.
What This Is
The Escape Plan is designed to help you understand what would need to be true for work to become optional.
It's built for Canadians who have accumulated some wealth and want greater clarity around:
- Where they stand today
- What opportunities they may be missing
- How much their ideal lifestyle actually costs
- Which factors are helping or delaying their progress
- The steps that could create more freedom, flexibility, and choice
Think of it as a roadmap that helps connect your money to the life you want to live.
What This Isn't
The Escape Plan is not a retirement calculator.
It is not a course.
It's not investment advice disguised as planning.
It's not a product recommendation process.
And it's not a prediction of the future.
It won't tell you exactly when you'll retire or guarantee a specific outcome.
Instead, it helps you explore possibilities, understand trade-offs, and make more informed decisions about the years ahead.
Freedom, in their own words.
Real stories from Canadians who gained clarity, confidence, and a clearer path toward making work optional.
“For the first time, I stopped wondering if I was on track and started understanding what was actually possible.”
Kevin D.
Markham, ON
“I walked away with something I hadn't had in years: confidence that I was focusing on the right things.”
Angela M.
Port Moody, BC
“I kept telling myself I was fine, I just needed to push through a few more years. The biggest surprise wasn't my score. It was realising I had more options than I thought, and that I didn't have to wait until I was completely burnt out to use them.”
Timothy S. — Burnaby, BC
Who It's For
People exploring what's possible
The Escape Plan is for people who are asking questions such as:
Am I closer than I think?
See whether the pieces you already have in place are further along than they feel.
Could work become optional sooner?
Explore what small shifts in income, costs, or coordination could change your timeline.
What's really holding me back?
Identify the one or two factors that matter most instead of chasing every detail.
Are all the pieces working together?
Connect income, tax, investments, and lifestyle into one coherent picture.
What would my ideal future cost?
Translate the life you want into numbers that actually mean something.
You want clarity, not certainty.
A roadmap that helps you move forward with confidence — even when the future is uncertain.
If This Is Your Life Right Now...
You're not just planning for yourself. You're supporting kids who still need help, parents who need more of your time, and a career that's starting to feel like something you've outgrown — all while wondering if you're actually on track.
It's a lot to carry. And most retirement planning says nothing about any of it.
The Escape Plan starts somewhere different: not just “how much do you have,” but “what's actually pulling at you right now” — and what it would take to get some of that pressure back under your control.
The Escape Plan Framework
Four steps to a retirement built around your life
- 1
Step 1
Discover What's Possible
Work Optional Readiness
Understand how much freedom your current financial situation creates and identify the fastest path to making work optional.
- 2
Step 2
Build Income Confidence
Income Freedom
Gain clarity around where your retirement income will come from, how it works together, which structures align with your income personality type, and whether it supports the lifestyle you want.
- 3
Step 3
Design Your Ideal Future
Lifestyle Alignment
Define what retirement looks like for you and ensure your financial decisions support the life you're working toward.
- 4
Step 4
Create Your Roadmap
Strategic Planning
Turn goals into action with a personalised roadmap that shows you exactly what to focus on next.
Case Studies
Still Wondering What's Possible?
Get The Freedom Files and discover how 5 Canadians uncovered hidden opportunities, gained clarity, and moved closer to making work optional after taking the Work Optional Readiness Score.
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 a life where work becomes optional.
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.
FAQs