The Quick Financial Checkup
For those looking to receive a once-over of their existing financial state, look no further than our quick financial checkup!
Retirement Plan Progress
Insurance Needs Analysis
Estate Planning Recommendations
Education Plan Progress
Cost: $399 + HST up front
Engagement agreement to be signed by client(s) and financial planner
Digital client discovery using our financial planning engine, Planworth
Quick checkup report provided within 2 weeks of discovery completion
Includes Financial Insights to identify any red flags
30-minute session with financial planner to answer remaining questions
PLEASE NOTE: This is not a substitute for a 'full financial plan', but is intended to give you a starting point to identify any red flags in your existing financial picture.