Fee-Only Financial Planning & Retirement Strategies for Canadians
Napkin Math Plan
Affordable Flat Fees: Starting at just $400/year for couples and $300/year for singles, get expert financial advice without breaking the bank.
Annual Financial Check-Up: Includes one in-depth annual meeting to review your situation and plan your next steps.
Collaborative Planning Approach: You are in the driver’s seat! We work with you, providing expert guidance as you build your own financial plan.
Unbiased, Conflict-Free Advice: Receive truly independent advice, free from product sales or commissions – just objective recommendations in your best interest.
Actionable Steps, Not Just Plans: Get clear, practical action items to implement immediately, focusing on results rather than lengthy written plans.
Perfect for Simple Finances: Ideal if you have a straightforward financial situation and want to manage your finances yourself with expert support.
Empowers DIY Investors: Designed for “Do-It-Yourself” individuals who prefer to be hands-on with their finances but want professional direction.
Business & Rental Property Guidance: Specialized expertise available for business owners and rental property owners (additional fees apply based on complexity).
Optional Tax Return Service: Conveniently add personal tax return preparation for $250/couple or $150/single.
Comprehensive Financial Plan: Starting at $2000 for couples and $1500 for singles, receive a detailed Written Financial Plan tailored to your unique situation and goals.
Clear Actionable Steps: Your plan includes concrete action plans and prioritized steps, providing a clear roadmap to follow for financial success.
90-Day Implementation Support: Benefit from 90 days of dedicated support to help you confidently implement your financial plan and stay on track.
Unbiased, Advice-Only Service: Receive objective and unbiased financial advice, free from product sales or commissions. Our focus is solely on your best financial interests.
Validate Your DIY Approach: Ideal for DIY investors who want a professional financial plan to validate their own ideas and ensure they are on the right path.
Complex Situations Welcome: Expertise available for business owners and rental property owners (additional fees apply based on complexity).
Loyalty Discount for Returning Clients: Returning clients enjoy a significant 50% discount on plan updates and revisions.
Optional Tax Return Service: Add convenient personal tax return preparation for $250/couple or $150/single.
