Comprehensive Financial Planning
Elevate Your Financial Well-Being
Hourly Financial Advice
Looking for specialized financial insights without long-term commitment?
Our Hourly Financial Planning Consultation is the ideal way to get expert advice tailored to your immediate questions, all while maintaining complete financial autonomy. From:
- I'm new and need a foundation
- Buying, Selling, Considering Real Estate
- Retirement Projection
- Investment or Insurance Second Opinion
- CPP, OAS, Pension, Retirement Income Planning
- Budgeting and Cash Flow Coaching
to whatever is on your mind. There’s no ongoing obligation, allowing you to tap into my expertise as required. I have seen much over my decade in the industry.
Paying for financial advice should be straightforward. Reach out for a 15-minute call or fill in my contact form for a quote.
Complete Wealth Roadmap
Embark on a planning journey that's solely oriented around your unique aspirations and needs. Beyond just crunching numbers, I provide a comprehensive strategy to realize your financial dreams.
I start by understanding your goals, lifestyle, and risk appetite in a deep-dive session to look beyond mere financial metrics. Armed with your personal and financial portrait, I employ advanced tools like Monte Carlo simulations and tax-efficiency models to analyze potential scenarios. Based on the analysis, I craft a personalized financial flight plan. I explain the why and how behind each strategy so you're empowered to make informed decisions that you can implement through your chosen financial institutions, or I have a list of referral partners to get you on the right track.
Financial paths are rarely linear. I offer periodic reviews to update and optimize your plan in response to life’s changes, should you choose.
DIY Financial Planning
Are you a self-starter in managing your finances but appreciate the safety net of expert guidance? You lead the charge.
Armed with my initial guidance and financial tools, you create your own financial plan. This process lets you actively engage with your finances, making real-time decisions that best suit your lifestyle and goals. Link your accounts directly into the platform to stay current on your balances and how they might impact your plan.
Even seasoned DIYers encounter roadblocks. When you reach a complex issue or need validation for a major financial decision, my on-demand consultation service is here for you. You get the same data-driven, unbiased advice I offer in my comprehensive and hourly plans but on an as-needed basis. Here, I validate your strategies, highlight potential pitfalls, and provide alternative approaches, ensuring that your DIY plan stands up to scrutiny.
Once you sign up, I include a complimentary one-hour advice-only session.
