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Comprehensive Financial Planning

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You handle your life; we’ll handle the complexity. We provide a holistic, "done-with-you" partnership that organizes everything from your monthly budget to your multi-generational legacy. If you’re ready for a coordinated strategy and the education to back it up, this is the fit for you.

What You Get

  • A 1-hour Personal Money Session with a Certified Financial Planner.  Choose the planner that suits you best:

    • Cross border​ (Andrea or Vikki)

    • Canadian only (Shay or Jennifer)
       

  • Feedback and advice on a particular subject that you would like to discuss in more detail
     

  • Access to a professional at a low cost with no commitment
     

  • Full summary notes and any follow up materials following the meeting

Cost

$375 including sales tax for Domestic Clients with Shay Steacy and Jennifer Hughes

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$575 including sales tax for Cross Border Clients with Andrea Thompson or Vikki Brown
 

*Sign off on engagement agreement required in advance of consultation session.  Review sample agreement here.

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