Financial Consultation

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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.