Halle

Halle is a 50-year-old financial planner and mother of two teenagers living in downtown Toronto. She and her husband, Hank, are navigating the complexities of funding their children's postgraduate education while preparing for retirement at 58. With a combined income of $378,000 and substantial assets, Halle is keen on understanding how to balance financial support for her children with her retirement goals, which include a budget of $110,000 per year. As a diligent saver, Halle is also planning a significant home renovation in the coming years, adding another layer of financial consideration to her family's future.