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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

Investments and Asset Allocation
Personal Insurance Analysis

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!

Investments and Asset Allocation
Image by Bernard Hermant

Our Process

 Initial discovery call (1 hour)

1 or 2 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

Starting from $1,500 + HST, quotes given per project

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