Guiding Your Cents
Modern Cents is dedicated to creating long term planning relationships to effect meaningful change over the course of your life. The "Guiding Your Cents" annual service model helps to ensure that continuity in relationship and planning. Let us be your Financial CFO!
The Guiding Your Cents annual service model is available to all existing clients who have undergone a Comprehensive Financial Planning assessment within the last calendar year.
Commitments are available on a year-to-year basis.
OCCASIONAL CONSULTING
2 meetings/year;
you choose the subject matter. Includes prep work and follow up materials.
$75/m + HST
UNLIMITED CONSULTING
If you plan your finances on your own, whether or not you have a partner
If you plan your finances with a partner
$175/m + HST
$250/m + HST
Contact
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EASY COMMUNICATION
Unlimited asynchronous support via your client task and messaging portal, Asana
REGULAR REVIEW MEETINGS
Annual Net Worth and Cash Flow review
Tax & Savings or Income review
Investment & Asset Allocation review
SIDEDRAWER
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UNLIMITED Consulting*
Need to discuss something outside of our regularly scheduled meetings? No problem!
*For Unlimited Consulting Plans only.