Starting at $125 per month + HST depending on the service level after you have completed a financial plan with us.
Ongoing planning helps you avoid pitfalls. From our experience we believe that our clients get the most out of the process, and the best results, with ongoing planning. You are keeping your trusted financial planner on your team and working together to implement your financial plan.
We use top rate, modern financial planning software to project your financial affairs well into the future.
We strive to provide the following with our on-going support (keeping in mind that finance is psychology, not science):
TOUCHPOINTS & ADAPTATION
Unlimited email support.
Semi annual meetings with an annual plan update. Your plan can be adapted to your changing circumstances, ensuring it stays relevant and effective
ORGANIZATION
Success rates are higher when client and planner work together and are 100% aligned to build the financial or retirement plan.
ACCOUNTABILITY
We keep you on track by regularly reviewing your progress and reminding you of your commitments. It’s like having a financial coach who ensures you follow through.
OBJECTIVITY
We don’t sell products or earn commissions, our advice is unbiased and focused solely on your best interests. We help you make rational decisions, especially during emotional times.
