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Project Based Planning

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Get professional clarity on the one thing that’s been on your mind. Whether you’re analyzing your insurance coverage or seeking a second opinion on a specific investment strategy, our project-based planning offers a "deep dive" into a single area of your financial life. No long-term contracts—just the professional insight you need to make an informed decision and move forward.

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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