PLANNING ONLY
Tailored Financial Advice for Self-Directed Investors
Do you enjoy managing your own investment portfolio but know you need professional help to make the most of your money?
Are you comfortable using terms like “ETFs” and “Liquid Alternative Mutual Funds” every day?
We built this service with you in mind.
What Our ‘Planning Only’ Option Offers You
Expect to:
Gain confidence in a comprehensive financial plan built for your future
Achieve clarity on your income stream and new income opportunities
Receive the attentive care, guidance, and support you need and deserve
Enjoy the security of a dynamic plan that is regularly reviewed to keep you on track and accountable
Deepen your insight of what you can comfortably spend and how much you can give
How much money do you need to be financially independent? When’s the best time for you to take CPP? What about OAS? Should you keep your pension with your previous employer or manage it yourself?
These aren’t easy to answer and every person’s situation is unique. You need the help of a competent financial advisor.
The problem is, most financial advisors can’t help you unless you have hundreds of thousands of dollars to invest with them.
What if you could manage your own investment or real estate portfolio yet still get the financial help you need?
You can….with our Planning Only Option.
The Details
Types of Problems We Solve
Investment
We will prepare a comprehensive financial plan for you (no investment management or investment advice).
We will provide a written estimate based on the scope of work required and provide you with full transparency.
This is Not For You If …
You don’t have the time or inclination to manage your investment portfolio. You’d prefer to entrust it to professionals who will act in your best interest.
In that case, try Our Elite Investor Plan!
How it Works
01 Tell Me Your Dreams
What is the one thing that drives you? What are your goals and dreams for retirement and what do you hope to achieve in the next phase of your financial journey?
In our initial meetings, we will dig deep and reveal what is most important to you. This forms the foundation of your custom-designed personal financial plan.
02 What is Your Starting Point?
We all want to be financially successful, but without knowing how much you have coming in each month and where your money is going - success is hard.
That’s why this step helps you identify what sources of cash flow are working for you today and what other sources can be created.
03 Which Way from Here
Now that we have a clearer picture of where you want to go and what resources you have to get there, we will build a plan that explores all of the possibilities in front of you.
04 Implement
All the pieces are in place and you are ready to start implementing your financial plan.
I’ll guide you with resources and a timeline. I’ll be your accountability partner.
05 Evolve
Your goals and dreams are sure to evolve and so should your financial plan. We’ll decide together how often we’ll meet throughout the year in person, by phone or by videoconference to keep your plan moving in the right direction.
Have a life decision to make that has a dollar sign attached to it? When you renew your Planning Only Service annually, I’m available by appointment whenever you need me! You can easily make a phone or videoconference appointment on your client platform, where you’ll have access to my calendar.
Ready to Take Control of Your Financial Future?
Our goal is to be your financial partner so that you can focus on the rest of your life. If you’re ready to delegate the details of your financial life to an expert, get started today by answering a few questions to help us get to know you better and determine if our expertise is a match for your financial planning needs.
Please click the button below to get started, and we’ll be in touch as soon as possible to schedule an introductory meeting.
