Comprehensive Financial Plan

I firmly believe that financial planning is a holistic process; and all of the pieces of your overall financial health are interconnected and dependent upon each other. For that reason, I've designed my comprehensive package to give you full confidence and understanding in where you are at, and more importantly, where you are going with your financial situation.

As an advice only fee-for-service financial planner, I offer fixed priced packages that depend upon the complexity of your financial situation. All prices are agreed upon beforehand. I do not engage with a client if I don't believe that my services can bring value into their lives that far outweigh the fees.

The comprehensive plan covers all of the elements listed below, and includes a comprehensive report and access to a digital version of your plan, with real time task and progress tracking. You'll also gain access to our vetted network of professionals for all your financial needs (e.g. CPA, trust and estate lawyer, mortgage broker, insurance, etc.).

Standard Package - $1,500 upfront on-boarding fee + $150 - $300 / month

• This package is for everyone that doesn't fit the higher complexity criteria for the advanced plan below.

Advanced Package (Higher Complexity) - $2,000 upfront on-boarding fee + $300 - $500 / month

• This is for those who have any of the following factors that make a financial situation significantly more complex. These include: self-employed corporation owners, rental property owners, unique types of compensation (RSUs, stock options, large commissions and income etc), and special executive pension plans

Please note, at this time I do not take on clients who are US/Canada dual citizens. You will best be served by finding a cross-border specialist.