Advice-only planning

Collaborative Advice-only plan - A collaborative approach to building your planning and strategies to determine:

  • Goals and values

  • Networth - starting point

  • Cashflow

  • Strategies and accountability

  • Progress and revisions

Basic Financial Plan $1400.00

Comprehensive Financial Plan Individual $2000.00

Comprehensive Financial Plan Family $2300.00

Comprehensive Financial Plan with a Corporation $2600.00*

*There may be an additional charge if complexity increases. This will be disclosed in the introductory meeting.

Hourly rate - Ask general questions or ask about a specific project $200/hr

Basic Plan

Cash flow statement

Networth statement

Debt reduction plan, if required

Plan and Strategy for a specific goal, such as: education, buying a home, or accumulating for retirement

Comprehensive Retirement Plan

Your comprehensive, holistic retirement plan includes:

  • Discussing how purpose, health, and social factors affect retirement

  • Answer the question: Do you have enough?

  • Show you what your retirement paycheck will look like

  • Cash flow statement

  • Networth statement - current and future

  • Tax-saving strategies

  • Investment portfolio review and income withdrawal strategy

  • Detailed retirement projections

  • Estate planning

  • Insurance & risk management

  • Individual $2000 Family $2300

Financial Plan: Individual or family

A plan to build confidence in your financial future and strategies to achieve your most important goals includes:

  • Cash flow statement - current and future

  • Networth Statement - current and future

  • Investment management and portfolio review

  • Tax Planning

  • Detailed retirement projections and income projections

  • Education planning

  • Insurance & risk management