OnPoint Private Wealth Coaching
Golden sunrise breaking over a misty, glassy Canadian lake framed by pine silhouettes

The Escape Plan

Make WorkOptional.

A lifestyle-focused financial planning process for Gen X Canadians who've built the wealth and now want to know what it's really capable of buying back: time, freedom, and choice.

Chapter One

What is The Escape Plan?

The Escape Plan is a lifestyle-focused financial planning process that helps Gen X Canadians understand where they are today, uncover opportunities they may be missing, and build a clear roadmap toward making work optional.

Chapter Two

Who Is It For?

The Escape Plan is designed for Gen X Canadians who have built successful careers, accumulated meaningful wealth, and want a clear roadmap toward making work optional.

01

45–65 years old

The years when small decisions can have the biggest impact on your future freedom.

02

Approaching retirement

You're starting to think seriously about what life could look like when work becomes optional.

03

Successful, But Unsure

You've done many of the right things. You're just not sure all the pieces are working together.

04

Looking for Clarity

You want to know where you stand and what's possible from here.

05

Seeking Unbiased Advice

Advice first. No product pitch. No pressure. Just clarity.

Built for you if

“If two or more of these sound like you, the Escape Plan was built for you.”

Stories From The Trail

What Others Discovered Through The Escape Plan

Clarity. Confidence. A path forward.

Client story one
Client story two
Client story three

Chapter Three

The Escape Plan Process

How Tyler Hoffman Will Guide You

  1. Step 101

    Discover

    Understand where you are today and what's possible tomorrow.

  2. Step 202

    Identify the Gaps

    Uncover what's helping and what's holding you back. Reveal risks, inefficiencies, blind spots, and opportunities that may impact your future flexibility.

  3. Step 303

    Build the Roadmap

    Create a clear path toward making work optional. Develop a personalised strategy that aligns your money with the life you want to live.

  4. Step 404

    Coordinate

    Get all the pieces working together. Align your investments, tax strategies, income planning, and lifestyle goals into one coordinated plan.

  5. Step 505

    Make Work Optional

    Turn your wealth into freedom, flexibility, and choice. Create a sustainable income strategy designed to support the life you want, on your terms.

$

You've spent decades building your financial foundation.

Now it's time to discover the freedom it can support.

Book your Escape Plan Session and discover where you are, what's missing, and what it will take to make work optional.