Wealth Foundations and Retirement Blueprint
Most people wait for a crisis to look for a plan. We believe the best time to build your foundation is right now—while things are quiet.
Your Professional Financial Blueprint
Wealth Foundations is a project-based engagement designed for Canadians in the early or middle stages of building their careers who are looking to take control of their finances. This modular service provides a professional, qualified, and unbiased roadmap over a 12-week timeframe.
What’s Involved?
Over 12 weeks, we’ll guide you step-by-step to:
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Understand Your Cash Flow: Learn where your money is going and how to take control.
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Automate the Basics: Set up systems to manage your finances efficiently with minimal effort.
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Review Your Tax Situation: Ensure you’re not paying more tax than necessary.
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Create and Prioritize Goals: Define your financial goals and determine what matters most to you.
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Make Key Decisions: Decide where to set money aside and how much to allocate for future goals.
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Retirement Projection: Receive a snapshot of where you’re headed based on our work together.
The Blueprint Process
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The Discovery Audit: We start with an initial 1-hour discovery call to clear the fog, organize your financial world, and identify immediate "red flags."
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Strategic Review Sessions: Two financial planning review sessions (dictated by complexity) where we build your path, from debt management to tax-efficient savings.
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The Implementation Toolkit: You receive planning deliverables, including meeting notes, calculations, and written recommendations to execute your strategy with confidence.
Note: This service is NOT available for anyone with US or corporate complexity at this time.
Cost
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Individual: $2,700 + sales tax (4 payments of $675)
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Couples: $3,600 + sales tax (4 payments of $900)
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Timeframe: 3 months from start to completion. Any engagements exceeding three months will be charged a retainer fee of $250/month.
Wealth Foundations is offered exclusively by Shay Steacy.