Finanical Planning Services
Ways to Work Together
$225/hr
An hourly "Ask Me Anything" rate. Maybe you just have a quick question, you want to "dip your toes" into financial planning, or focus on a specific challenge. Hourly sessions can be rolled into the Comprehensive Financial Plan.
An Hourly Rate to Consult on Any Financial Question
Standalone Session
+GST
- Comprehensive and Personal Financial Plan
- Live Video Meetings (as many as needed)
- Personalized support through planning period
- Preferred Client Hourly Rates after plan completion
What’s included:
This is definitely the best value, and has the added bonus of getting you on my preferred client list. This is a fully personalized experience that will be different for everyone based on your unique life goals (which are my favourite thing to hear about!). We’ll start with the goals, and work through the 6 areas of financial planning (Financial Management, Investment Planning, Tax Planning, Insurance & Risk Management, and Retirement Planning). As we work through the financial planning areas, we’ll organize your finances and set up financial systems that fit your life. My goal is to use my specialized knowledge and experience to help you balance your money between enjoying life now, but also setting up future you to meet all the goals you haven’t even thought of yet.
Your Totally Personalized Financial Plan
The Comprehensive Experience
The truth is, it is a lot of work to comb through your financial life and make it all align with real life goals, then set up the systems that will build your success. We’ll go at your pace to build this and I promise you will feel great after, just think of the before and after of professional closet organizers, I help you do this with your finances. There are no wrong answers, and learning about my clients’ dreams is truly my favourite part of this job. Money is so much more than just numbers, and when we’re done, your money will make sense, have a job, and be organized.
*Starting rate, price increases based on complexity and will be determined during the free 30 minute discovery call
+GST *
$2400
Life changes, we meet goals, we have new ones. I'll continue to support your goals and plans, with plan reviews and additional detailed support for wherever life takes you (hopefully some awesome places). This is a totally optional add on at my preferred client rate, available whenever you need me. I'll be checking in to hear how you're feeling about your systems in goals, making this really more of an Adaptive Financial Plan, rather than something to chuck in a drawer and forget about.
What do we do after we build a comprehensive plan?
Ongoing Support
+GST
$185/hr
