pinterest-site-verification=ec41601fb66e81be13613bafa802158a
top of page
Wood Table Work Space

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

Pink Chair

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
Image by Stephanie Harvey
Image by Daniil Silantev

Contact

Like what you see? Get in touch to learn more.

Thanks for submitting!

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

Sponsored premium 
account for secure online financial document sharing and storage amongst your financial professionals, family and important inner circle.

UNLIMITED Consulting*

Need to discuss something outside of our regularly scheduled meetings?  No problem!

*For Unlimited Consulting Plans only.

bottom of page