Ongoing Comprehensive Financial Planning

Perfect for do-it-yourself investors

Get financially organized on our online client portal
Aggregate and see all your accounts in one place
24/7 access on your mobile device
We provide investment guidance, you implement

Full Investment Management and Implementation is offered through a separate service agreement

Starting at $200/mth

Comprehensive financial planning in the following areas of your personal finances: Cash Management, Debt Management, Retirement Planning, Risk Management, Estate Planning, Education Planning, Tax Planning etc.
Investment guidance only - Perfect for do-it-yourself (DIY) investors
Up to two review meetings per year to discuss your plan
Weekly commentary regarding market conditions

Financial Planning Services

If an ongoing financial planning package is not right for you, another option is to engage us at an hourly rate of $225/hr without any longer-term commitment.

All packages require an initial financial plan to be created. Discounts apply to this initial planning fee for ongoing planning clients.

Please note that these services do not include implementation of investment advice. You control and rebalance your accounts.

Disclosures