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Work Desk
Image by Agence Olloweb
Image by Fabian Blank

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!

Graphic Chart

What's Included?

A financial progress report (click here to see sample) which includes the following analysis, as well as a 30-minute Q&A with a financial planner to review report questions and recommendations.


  • 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.

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