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