One Fee Fits All

Our flat rates are simple. You only pay for the services you need, not the amount of money you earn.

There is no better way to get your financial house in order than to enlist the help of a Financial Planner. Preferably one that has some sort of certification, and is fee-only. 

 
 

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QUICK START

Initiation Fee: $275

If you're not quite ready to be dedicated to a full time plan but have pressing financial questions, this productive in person meeting will provide you with guidance to get you through your short-term financial needs.

  • No-Obligation 30min Intro Mtg
  • 60min In Depth Discovery Mtg
  • Solutions Email
  • 60 Days of Email Support
  • Optional Investing Oversight @ 0.90% Fee

*Longer one-time projects may be negotiated at a fixed or hourly rate.

Most Popular

 

PREFERRED

Initiation Fee: $840
Monthly Fee: $180

We will create and tailor a plan that identifies a couple specific financial goals and maximizes your current finances. Together we will track progress, overcome challenges and celebrate financial successes. 

  • No-Obligation Intro Mtg
  • In Depth Discovery Mtg
  • Solutions Mtg
  • 4 Follow-up / Implementation Mtgs
  • Financial Spreadsheets
  • Yearly Plan Review / Update
  • Quarterly Review Mtgs
  • Unlimited Email Support
  • Optional Investing Oversight @ 0.90% Fee

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PREMIUM

Initiation Fee: $1480
Monthly Fee: $280

For both financial and personal success, we will customize a comprehensive plan together that will achieve your goals faster. With ongoing support on all of life's money decisions, this extensive program ensures top accountability and overall achievement.

  • No-Obligation Intro Mtg
  • In Depth Discovery Mtg
  • Solutions Mtg
  • 8 Follow-up / Implementation Mtg
  • Personalized Spreadsheets
  • Yearly Plan Review/Update
  • Semi-Monthly Progress Log
  • Bi-Monthly Review Mtgs
  • Unlimited Email Support
  • Optional Investing Oversight @ 0.90% Fee

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BUSINESS

Contact for details

Your employees deserve to set up for both professional and financial success. We will work one-on-one with your business team and provide guidance so that everyone can reap the financial benefit.

  • No-Obligation Intro Mtg
  • Lunch n Learns
  • Group Seminars
  • One-on-One Employee Planning
  • Employee Investing Oversight
 
 

The Typical
Constructive Clients

 

SINGLE PROFESSIONALS

As a young professional you want to make sure you’re maximizing every dollar. That way you can spend your down time (now and later) living life to the fullest. Take the time to learn how to invest your money, maximizing your employer benefits, and figuring out how much house you can afford - then get back out there and live your life.

 

PROFESSIONAL COUPLES

Found the love of your life? A strong financial plan makes for a happy and healthy relationship. Whether you’re living together, married, common-law, or planning a wedding - let’s talk. There are so many opportunities to minimize time wasted and ways to maximize a double income. Let’s make sure your bank account is feeling the love. 

 

YOUNG FAMILIES

Have little ones or a baby on the way? I’m a new dad myself and can relate to the joys and stresses of having kids. You’re facing some pretty major financial decisions and suddenly it’s not just your future on the line. We can talk about planning for parental leave, setting up an RESP, paying for ALL THAT baby stuff, and getting a Will.

 
 

START THE CONVERSATION

These things are best done with a real person, so let's get started. Schedule your free, no obligation, financial planning consultation.