Modular Financial Planning

Have a particular issue to discuss? Project-based planning aims to target a specific issue, and provide actionable recommendations to ease your mind. Some examples include (but are not limited to):

Investments & Asset Allocation Analysis

Tax efficiency of non registered assets

Asset allocation and portfolio risk management

Making savings into the right tax structures

Tax implications of various transactions

Personal Insurance Analysis

Life, disability, critical illness review

Group benefits review

Insurance needs analysis

Existing insurance policy review

Other Examples

Inheritance or lump sum cash flow planning

Estate planning review

Moved from the US to Canada - Welcome to Canada!

For retirement or more foundational financial planning,
please refer to our specific offerings:

Retirement Planning

Wealth Foundations

Our Process

Initial discovery call (1 hour)

Two hour long Financial planning review sessions (dictated by complexity)

Follow up planning deliverables (meeting notes/calculations/written planning recommendations and supporting material)

Timeframe of Modular Engagements

3 months from start to completion
*Any engagements exceeding three months will be charged a retainer fee of $250/month until the engagement is completed.

COST

Adaptive pricing starting from $2,500 + sales tax, quotes given per project

Get in touch

Have questions or need to know if we can help you more specifically?

Book a complimentary consultation with a Modern Cents planner today to see if we can assist with your specific financial planning query.

Just complete the information form to ensure that we align you with the appropriate planner for your needs!