One-Time Financial Assessment: Your Financial Health Check
Ready for a financial tune-up? Sometimes, all you need is a fresh pair of eyes to spot opportunities and potential pitfalls in your financial landscape. That's exactly what our One-Time Assessment offers - a comprehensive financial health check that can set you on the path to greater financial confidence.
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Why Choose a One-Time Assessment?
Life moves fast, and your finances should keep up. Maybe you've recently changed jobs, started a family, or are considering a major purchase. Perhaps you're simply wondering if you're making the most of your money. Whatever your situation, our One-Time Assessment provides the clarity and direction you need to make informed financial decisions.
Our Streamlined Process
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Free 15-Minute Consultation
Let's chat! We'll discuss your current financial situation and determine if the One-Time Assessment is the right fit for your needs. -
60-Minute Initial Review
This is where we roll up our sleeves. We'll dive deep into your finances, examining everything from your budget to your investments. Got financial concerns? We'll address them head-on. -
Personalized Recommendations Report
After our session, you'll receive a detailed report tailored just for you. It's packed with specific, actionable steps to enhance your financial situation. Think of it as your personal financial playbook. -
30-Minute Review Session
We'll reconvene to walk through your recommendations together. I'll ensure you understand every detail and feel confident about your next steps. -
30-Minute Follow-Up Call (4 Weeks Later)
Your journey doesn't end with the report. We'll touch base to review your progress and make any necessary tweaks to your plan.
Transform Your Financial Perspective
Imagine having a clear, bird's-eye view of your entire financial landscape. Picture yourself making decisions with confidence, knowing you've got expert insights backing you up. That's the power of our One-Time Assessment.By working together, you'll gain:
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A comprehensive snapshot of your current financial health
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Expert insights into potential improvements and opportunities
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A clear action plan to enhance your financial situation
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Increased confidence in your financial decision-making
Ready for Your Financial Health Check?
Your journey to financial clarity starts here. Take the first step towards a more informed financial future by scheduling your free 15-minute consultation. Let's uncover the potential in your finances – because knowledge is power, especially when it comes to your money!
Remember, this isn't about overhauling your entire financial life – it's about fine-tuning your approach for maximum impact. I'm here to provide the expert second opinion you need to make your money work smarter, not harder. Let's unlock the potential in your finances, together!
Need a financial health check-up that sparks joy and clarity? A one-time financial analysis is your crystal-clear snapshot of financial wellness! Are you wondering if your RRSP is truly optimized for retirement goals? Unsure about the tax implications of your TFSA strategy? Right now, you might be driving through your financial life with a foggy windshield, making decisions based on gut feelings. But imagine having a professional perspective on your entire financial picture! We'll analyze your debt situation, prioritize investments, and develop strategies to help you regain control. You'll uncover hidden opportunities, spot potential pitfalls, and gain actionable insights that empower your financial future. It's not about judging past decisions; it's about optimizing your path forward. With tailored insights on retirement planning, tax optimization, and investment strategies, you'll walk away feeling confident and ready to take control of your financial journey. Ready to lift that fog and see your financial landscape with crystal clarity? Let's embark on this transformative journey together!
Pricing
Price per Individual: $499 - $599 + GST for the full package
$100 per additional person in the household + GST (e.g. $599 for a couple)​
Price per Family: $599 - $749 + GST for the full package
Written plan included in price worth $150-$250 based on complexity
Cost may increase depending on the number of accounts/portfolios.
Please note: We do NOT sell any products
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Bundle Offer
Get up to 50% off when you combine services such as Investment Consultation, Budget Management or Debt Management into a discounted package price.
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About our Prices
The price range reflects the depth of analysis required based on your financial situation. More complex scenarios (e.g. self-employed individuals or those with multiple income streams) may require additional time for review and customization. Once you book, we will assess your specific needs and provide a tailored quote.​
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Transparent Pricing Guaranteed
You will always know exactly what you’ll pay upfront – no hidden fees or surprises. Our commitment to transparency ensures that you receive a detailed breakdown of services and costs before moving forward.