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:
- Financial Summary
- Retirement Analysis
- Summary of Goals and Recommendations
- Planning Assumptions
- Financial Analysis
- Net Worth
- Cash Flow
- Income Tax
- Risk Management
- Insurance Planning Strategy
- Projected Net Worth
- Projected Cash Flow
- Projected Taxation: Client
- Projected Taxation: Spouse
- Projected Retirement Investments
- Projected Cash Investments
- 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.