Fee-Only Financial Planning Packages

Fee-Only Financial Planning Packages –  First 45 minute consultation is Free

Hourly Rates Starting at $395 plus HST.

You will receive a comprehensive financial planning report inclusive of a:

  1. Financial Summary
  2. Retirement Analysis
  3. Summary of Goals and Recommendations
  4. Planning Assumptions
  5. Financial Analysis
  6. Net Worth
  7. Cash Flow
  8. Income Tax
  9. Risk Management
  10. Insurance Planning Strategy
  11. Projected Net Worth
  12. Projected Cash Flow
  13. Projected Taxation: Client
  14. Projected Taxation: Spouse
  15. Projected Retirement Investments
  16. Projected Cash Investments
  17. Projected Corporate Investments

Anticipate being asked for copies of corporate and personal tax returns, investment portfolios, buy/sell agreement(s) and will(s).

Get in touch today to learn more.