INSTANT ADVICE
1 Hour Consultation
for time-sensitive matters
talk to a financial planner within the next 2 weeks.
We provide immediate, fee-only financial planning through focused 60-minute consultations designed for those who need professional clarity without the wait of a traditional planning engagement.
If you have a time-sensitive question or a specific concern regarding retirement planning, tax optimization, or wealth and inheritance transfer, our pay-as-you-go sessions offer a streamlined way to access expert support.
schedule your prepaid consultation below.
WHY CHOOSE PAY-BY-THE-HOUR?
How It Works: Your Path to Clarity
To get the most value from our time together, we recommend focusing on one primary topic for an in-depth discussion, though we can certainly touch on other areas as time allows. When booking, please provide a brief summary of what you hope to address. This helps us ensure we are the right fit to assist you before we meet.
If we are unable to cover all of your concerns in a single session, you are welcome to book further "instant advice" consultations as needed.
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Our strategy sessions are ideal for those seeking high-level input on a specific topic or a professional second opinion on their current strategy.
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Expert Guidance: Connect with our experienced team to navigate complex life events or investment questions.
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Total Transparency: As a fee-only firm, we do not sell products; our only priority is providing you with honest, supportive guidance.
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Actionable Results: Every session includes a concise written memo outlining your key action items and next steps.
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Flexible and Accessible: Sessions start at $455, offering a low-cost, no-obligation entry point to professional financial planning.
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Select Your Topic: Tell us what is on your mind, from corporate financial advice to financial planning for families.
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Book Your Time: Use our simple online system to find a slot that fits your schedule.
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Secure Your Session: Complete our straightforward pre-payment process to confirm your appointment.
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Get Expert Input: Meet with us via video call for 1 hour to go through your questions.
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Take Action: Receive a clear summary of recommendations to help you move forward with confidence.
TOPICS that we can DISCUSS
Apply the Full Cost of Your Consultation to Your Final Plan
If you choose to move forward with a comprehensive financial or retirement plan, the full cost of your initial consultation will be credited toward the total cost of your plan.
Book your consultation today and take the first step toward a more secure, transparent financial future.
1HR COnsultation
INDIVIDUALS | FAMILIES
Get immediate, advice-only clarity for you and your family’s most time-sensitive financial, retirement, estate planning or tax-related questions.
To secure your 1-hr strategy session and confirm your appointment, you will be asked to pre-pay via credit card through our secure online booking system.
FEE: $445 + HST ($502.85)
1HR COnsultation
INCORPORATED
Receive immediate, advice-only guidance for your time-sensitive corporate financial advice, tax optimization or estate planning needs.
To secure your 1-hr strategy session and confirm your appointment, you will be asked to pre-pay via credit card through our secure online booking system.
FEE: $695 + HST ($785.35)
WE CAN INVOICE YOUR CORP.
Ready to get the answers you need?
NEED HELP SCHEULDING?
If you have any questions about this service or can't find availability in the next 5 business days, please email us at info@merrickfinancial.ca.