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Fee Only Financial Plans

 

Quick Plan

Designed for people looking for help but not ready for a full financial plan. Typical topics are saving for a house, education, or am I saving enough.

30 minute consultation

1 meeting

Email summary and recommendations

30 day email support

$750

Core Comprehensive Plan

Designed for people in mid 40's early 50's who are starting to think more about retirement.

30 minute consultation

2-3 meetings

Annual updates - with subscription

Written retirement and cash flow projections

Estate projections

Expense and debt management

Investment and Insurance portfolio review

Canada Pension Plan and Old Age Security education

30 Day email support without subscription

$2000 + $75 monthly(Optional)

 

Navigating Retirement Plan

Designed for people who are retired or less than 10 years to complete or partial retirement.

30 minute consultation

2-3 meetings regarding financial

1 meeting regarding other things important in retirement

1 Optional family meeting

Annual updates - with subscription

 Written retirement and cash flow projections

Written estate projections

Retirement income optimization

Canada Pension Plan and Old Age Security optimization

Expense and Debt management

Investment portfolio review

Insurance and health benefits review

30 day email support without subscription

$3000 + $75 monthly(Optional)

 

 *For all options - Additional fees may apply for more complex plans

 

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Why do you need a financial plan?

 

Here is a great article by Money Sense explaining why you might need a financial plan: article