



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!

What's Included?
A financial progress report (click here to see sample) which includes the following analysis, as well as a 60-minute Q&A with a financial planner to review report questions and recommendations.
Process
-
Cost: $950 + 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​
-
-
60-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.