SERVICES

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.

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 Plan includes:

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• Detailed review of your budget and recommendations

• Cash and debt management; it is the key to creating your personalized plan

• Financial goal setting and prioritization

• Optimizing your savings, investing and tax planning

• Estate Planning; answering all your questions regarding title, inheritance and applicable planning. 

• Learn how to save tax through proactive planning

• Creation of a written financial and goal action plan

• Two meetings held via video conferencing

• Answering any and all questions you have about your finances.

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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. 

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Price:  Starting at $2,500 + HST 

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Ideal for:

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• Clarity and confidence to empower a DIY investor

• Someone with a large amount of cash and is looking to put it to work

• Equity and compensation analysis review / explanation

• Tax reduction strategies

• 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.