Finances Are Complicated Enough. Your Fees Should Not Be.
Financial & Business Planning
Professional Investment Management
One Simple Flat Fee
Over the first few months of the planning process we will meet with with you for a series meetings where we work through the process of strategizing and taking action on the key areas of your financial life that are most pressing.
Once we are feeling confident that we have implemented the plan and have taken the appropriate actions steps to ensure we're moving forward in the right direction, we transition to meeting on regular basis throughout the year.
Practice Cash Flow & Profitability
Practice Revenue Goals
Your Paycheque
Quarterly Profit Cheque
Operating Expenses
Business Tax Planning
Business Debt
The Vault
Business Financials
Why is money important to you?
Short Term Goals (12-24 months)
Medium Term Goals (2-5 years)
Long Term Goals (5 years+)
Personal Cash Flow Plan
Emergency Fund
Debt & Student Loan Paydown
Life Insurance
Disability Insurance
Critical Illness Insurance
Estate Planning
Financially Organized
Investment Education
Reduce Investment Fees
Your Investment Portfolio
Retirement Plan
Savings Rate
Starting a Practice
Buying a Practice
Exiting Your Practice
Children's Education
Net Worth Tracking
Charitable Giving
Tax Planning
A 30 to 40 -minute virtual meeting where we will go over where you're at with your finances, pinpoint your short-term ambitions and worries, and investigate how we can work together to attain them.
Our Financial Plan of Care will provide you with a summary of your current financial situation, your goals, and the necessary steps to reach them, while also including a proposal for investing in our planning services.
We encourage you to sleep on it and give it some thought. We want you to feel like this will be a great fit and that a collaborative planning relationship will be a valuable addition to your life and finances.
We will get the planning process started! The first few months will often require 4-8 meetings. We will work through our Align 33 framework and begin taking action on implementing your plan.
We truly believe that the process of financial planning isn't a one time event; it is an ongoing journey. That is why we meet three times a year to ensure that you're always on track to reach your financial goals.
We don't want to wait until you're in a state of financial dis(ease) for there to be a reason to meet. Our objective is to be proactive and make the necessary adjustments throughout the year to keep your finances well aligned and moving in the right direction.
Every review meeting begins by addressing your specific questions, thoughts, and any financial decisions that are on the horizon.
Review & Adjustments to Practice Cash Flow Plan
Review of Net Worth & Balance Sheet
Retirement & Cash Flow Projections
Review & Adjustments to Practice Cash Flow Plan
Investment Portfolio Review
Insurance Review
Tax Planning (Salary, Dividend, RRSPs)
Review & Adjustments to Practice Cash Flow Plan
Personal Cash Flow
Savings Rate, Spending Rate, Debt Service and Tax
Year-End Tax Planning
We truly believe that the process of financial planning isn't a one time event; it is an ongoing journey. That is why we meet three times a year to ensure that you're always on track to reach your financial goals.
We don't want to wait until you're in a state of financial dis(ease) for there to be a reason to meet. Our objective is to be proactive and make the necessary adjustments throughout the year to keep your finances well aligned and moving in the right direction.
Every review meeting begins by addressing your specific questions, thoughts, and any financial decisions that are on the horizon.
Review & Adjustments to Profit First Allocations
Review of Net Worth & Balance Sheet
Retirement & Cash Flow Projections
Review & Adjustments to Profit First Allocations
Personal Cash Flow
Savings Rate, Spending Rate, Debt Service and Tax
Year-End Tax Planning
Review & Adjustments to Profit First Allocations
Investment Portfolio Review
Insurance Review
Tax Planning (Salary, Dividend, RRSPs)
We can meet to go over where your finances are at, pinpoint your short-term ambitions and worries, and investigate how we can work together to attain them. If we decide we are a good match, I will put together a personalized Financial Plan of Care just for you.
Book Your Initial AssessmentOur Financial Plan of Care is a straightforward look at where you are at financially and what your goals are. We can pinpoint the most significant areas to concentrate on as well as the necessary steps to take. In addition to the plan, we'll provide a proposal for investing in our planning services.
We are committed to helping you reach your financial objectives by engaging in productive conversations, devising a plan, and taking the necessary actions. You deserve to be financially secure and to feel calm about your finances.
Take the First Step
