Ad Hoc Financial Planning Consultations
Q&A just for you.
Sometimes we just need someone to listen.
Modern Cents offers commitment-free consultations for those who have pressing questions they would like expert advice on.
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A 1-hour Personal Money Session with a Certified Financial Planner. Choose the planner who suits you best:
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Cross border (Andrea or Vikki)
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Canadian only (Shay or Jennifer)
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Feedback and advice on a particular subject that you would like to discuss in more detail
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Access to a professional at a low cost with no commitment
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Full summary notes and any follow up materials following the meeting
What You Get
$375 including sales tax for Domestic Clients with Shay Steacy and Jennifer Hughes
$575 including sales tax for Cross Border Clients with Andrea Thompson or Vikki Brown
*Signoff on engagement agreement required in advance of consultation session. Review sample agreement here.