DIY FINANCIAL PLANNING
COMING SOON

DIY FINANCIAL PLANNING

At Merrick Financial, we believe every Canadian deserves a clear financial roadmap.

Professional financial planning shouldn't be "all or nothing." We understand that you might not be ready for a full, comprehensive planning engagement; or perhaps a full-service fee isn't in your budget right now.

That shouldn't stop you from getting your financial house in order. We’ve built a new way to engage with Merrick Financial that puts you in control.

Professional advice should be accessible. Start your plan today for just $9.

$9/mo

Start building your foundation today. Sign up for our Financial Planning platform to gain professional-grade visibility into your finances without the commitment of a full firm engagement.
Total Visibility: Track your net worth and cash flow in one place.
AI-Driven Projections: Use the same tools I use to model your retirement and tax future.
Self-Paced Discovery: Enter your data on your own schedule, at your own pace.

Phase 1:

The Planning Dashboard

Phase 2:

The 90-Minute "Deep-Dive" Consult

$1,250/90 minutes

After you enter your data, you can book a 90-minute Deep-Dive consultation whenever you need to make a major decision, such as a real estate purchase, a complex tax filing, or a retirement transition. What you get:

2 Hours of Expert Prep: Each session includes two hours of pre-meeting analysis of your dashboard data. I will contact you via email beforehand to gather your primary objectives and ensure our time is used efficiently
90 Minutes of Strategy: A live session dedicated to solving your most complex financial hurdle.
Conflict-Free Advice: No product sales. Just the technical expertise you need, exactly when you need it.
Post-Call Documentation: You will receive a full meeting transcript and AI-generated summary notes shortly after we conclude. This allows us to focus entirely on the conversation rather than manual note-taking.

Please note that no formal financial planning report, updated projections, or scenario analysis will be performed during or after this specific call.

DIY FINANCIAL PLANNING COMING SOON