Personal Financial Planning

Planning for those who are not self-employed starts at $2,100 for individuals and $2,700 for couples.

Initial consultation of 60 minutes.

Three 60-minute meetings over first three months to cover specific planning areas

One hour meeting at 6 months and 12 months

Email access for a full 12 months starting from sign up

Ongoing planning past one year will depend on managed investments, project based needs, or full planning needs.

Financial Planning with a Business

Planning for individuals and couples who need existing business planning or want to start a business, etc. begins at $3,250.

Six 60-minute meetings over three to five months to cover specific business related items.

One hour meeting at 6 months and 12 months

Email access for a full 12 months starting from sign up

Ongoing planning past one year will depend on managed investments, project based needs, or full planning needs.

investment management

Investment portfolios based around your goals and risk tolerance

Professional management of diversified and tax-efficient portfolios 

Ongoing portfolio review, rebalancing, and tax-loss harvesting

Cost: 1% of assets under management with breakpoints thereafter

$0-$1,000,000 1%

$1m - $2m .8%

$2m+ .7%

Planning costs may be waived for investment management over $250,000 of investable assets