A full financial review, resulting in a detailed, written plan that covers all aspects of your current financial situation and outlines the steps required to achieve your life goals.
The steps involved in the preparation of a full plan are:
- Initial consultation as described above
- Meeting to discover what is important to you, what currently keeps you up at night, and what your goals and objectives are
- Collect data required to establish your current financial situation
- Prepare and present a plan with specific recommendations to help you achieve your goals
The fee would be in the range of $1,500 to $4,000 plus HST, depending on the complexity of the situation.