SERVICES
INITIAL CONSULTATION IS FREE
FINANCIAL PLAN
“Working towards the path to financial independence”
A full financial plan includes financial management, risk management, retirement planning, investment planning, tax planning and estate planning. During the process we will also create a family profile so that everything is understood.
Plan includes:
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Detailed review of your budget and recommendations
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Cash and debt management; it is the key to creating your personalized plan
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Financial goal setting and prioritization
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Optimizing your savings, investing and tax planning
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Estate Planning; answering all your questions regarding title, inheritance and applicable planning.
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Learn how to save tax through proactive planning
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Multiple rental property analysis and review
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Creation of a written financial and goal action plan
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Two meetings held via video conferencing
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Answering any and all questions you have about your finances.
We can determine this with our scenario analysis - this is the process of projecting your financial life into the future with our advanced financial planning software. We can offer 2-3 different scenarios to suit your situation / life preferences. Are you on the right trajectory?
Price: Starting at $2,750 + HST
Ideal for:
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Clarity and confidence to empower a DIY investor
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Someone with a large amount of cash and is looking to put it to work
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Equity and compensation analysis review / explanation
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Tax reduction strategies
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Planning for higher income / lower asset households
Should you require assistance with implementation of the plan we can add this to the package as required.
