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
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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!
Our Process
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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)
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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.
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COST
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Starting from $1,500 + HST, quotes given per project
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