Comprehensive Financial Plan
Comprehensive Financial Plan
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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.
Standard Package - $2,500 for individuals, $3,000 for couples
Standard Package - $2,500 for individuals, $3,000 for couples
This package is for everyone that doesn't fit the higher complexity criteria for the advanced plan below.
Advanced Package (Higher Complexity) - $2,500 - $4,500 for individuals, $3,000 - 5,000 for couples
Advanced Package (Higher Complexity) - $2,500 - $4,500 for individuals, $3,000 - 5,000 for couples
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.
On-going Support
On-going Support
Everyone who purchases a comprehensive package gets a full year of on-going support included. After that first year many people choose to continue that on-going support and enjoy having their "money guy" in their corner and on speed-dial. On-going support includes all the elements below:
On-going Support - $1,200 for individuals, $1,500 for couples
On-going Support - $1,200 for individuals, $1,500 for couples
Billed Yearly or Monthly
One-offs
One-offs
While I strongly believe financial planning should be a comprehensive and holistic process, I do understand that sometimes you may need just a little advice about one or two things or a second opinion on what your existing advisor has going on for you. If you've got a financial planning need not covered by the comprehensive plan or of smaller scope, reach out and we can work out pricing for the service.
Some common one-off's:
Advisor/investment review - $500
DIY Investment set-up - $500
Ad-hoc advice - $150 / hour
Tax Prep (full till 2025 tax year) - $400
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