Fee for Service Planning Model

Fee for Service Planning

If you would like to receive professional financial advice without further committment:

Package 1: By the Hour

If you would like professional help with any area of your finances and are looking for objective expert advice you can meet with us on an hourly basis for $150 + gst/hour either in person or via Skype/FaceTime. Click here to Book a 1-hour meeting. 

Package 2: Retirement Transition

If you are planning to retire within 5 years or less, you likely have questions about government benefits, TFSAs, RRSPs and RRIFs and when you should take income and from where. This package enables you to spend 1 -2 hours with us and we'll review your situation and answer your questions. At the end of our time together, if you require more time or would like to see specific retirement projections based on your situation I can give you an estimate at that time based on the complexity of your circumstances. Book a 2-hour session for $300 + gst.

Package 3: Severance Package

If you have been given notice that your employment is being terminated and you have been given a package to decide on we can review your documents and provide advice on the best way to deal with your lump sum payment. There are tax-consequences and several options for you to choose from. These decisions are different for each person and your buddies are not the ones you should be getting advice from. A flat fee of $500 + gst. Book here.

Package 4: Newlywed Money Management

This is for couples who are starting a new marriage and want to set themselves up on a solid financial foundation and wealth creation plan. We will discuss joint or separate bank accounts. The assets and debt each may be bringing into the relationship. We'll look at who owns what and how it will be managed. The best time to do this is before you say "I do". Parents, this is also a great gift to give to your children who are tying the knot. A flat fee of $525 + gst includes one 90 minute meeting plus a written custom plan. Book here.

Package 5: Getting out of Debt

There is nothing that will suck the life and joy out of you more than drowning in debt. I will work with you over the course of 1 year to get out of debt and get your financial house in order and provide you the tools to keep it that way forever. This is not a bankruptcy or consumer proposal service. This is for someone who makes a decent living but is not managing it well. The program will last for 1 year with regular sessions, a custom plan, accountability and will be billed at $150/month (+gst) for 12 months. Book here.

Package 6: Comprehensive Financial Plan

Regardless of what stage of life you are in, you would just like to have a plan that you can follow that will ensure you reach your goals or desired retirement date. You have specific goals that you would like to achieve and you are prepared to make the sacrifices to achieve those goals. You want to be debt-free, have education savings for your children, buy a business, travel, invest in real estate and save for retirement. The cost of comprehensive planning will be a little different for each person, based on the level of complexity. It would be best to contact me directly so that I can give you a more detailed price. The starting price is $1000 + gst. Book Here.


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