Not everyone needs or wants a comprehensive plan. You may want to focus on specific areas of concern, such as:
- Retirement planning
- Estate planning
- Insurance needs and review
- Cash flow management
- Debt management
- Portfolio management options available to you
I can help you answer questions in these and other related areas.
Fees for these consultations are billed at the rate of $40 plus HST for each 15-minute time segment.
All prospective clients receive a complimentary initial consultation meeting, in person, by video conference, or by phone. Think of this part as us sitting at your kitchen table having a chat over coffee or a beer. Let’s talk first about what you need, and then we’ll see how I can help. This initial meeting also lets us see if we’ll be a good fit to work together.