Financial planning and Investment Management for Independent Women
Compare Your Options
If you are not sure which approach is right for you, compare the options below.
Planner on Demand
$300/hour + GST | Minimum 2 hours
30-min Consultation Call
Professional Resource Network
Ad hoc project analysis
Final Project Report Presentation
Your Personal CFO
$995 x 3 monthly payments + GST
Then, starting month 4:
$150 per month + GST
30-min Consultation Call
Dynamic written financial plan
Financial planning answers on demand
Cash needs assessment
Tax Reduction Strategies
Risk reduction assessment
Debt management recommendations
Government benefits maximization plan
Annual tax planning meeting
Goal Attainment Tracking
Estate Planning
1:1 Financial Literacy Education
Professional Resource Network
Charitable Donation Strategies
Client Education Events
Document Backup & Maintenance
Financial Event Reminders
Free trial subscription to Monarch Money Budgeting software
Elite Investor
0.75% to 1.3% per annum of portfolio | Billed monthly through broker/dealer | Loyalty pricing available
Everything in Personal CFO Package**
PLUS
Risk Tolerance Analysis
Time Horizon and Stress Analysis
Asset Allocation Recommendations
Investment Discussion & Selection
Quarterly Investment Reports
Portfolio Asset Allocation Rebalancing
Tax Gain/Loss Harvesting
Annual Coordination with your tax professional
Due Diligence Conferences with Money Managers conducted on your behalf