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 30-minute Q&A with a financial planner to review report questions and recommendations.

Retirement Plan Progress

Insurance Needs Analysis

Estate Planning Recommendations

Education Plan Progress

Process

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.