Financial Planning: Your Roadmap to Financial Success
Welcome! I'm thrilled you're here, ready to take control of your financial future. As your dedicated financial coach, I'm committed to helping you create a personalized roadmap that leads to financial success and peace of mind.
​
Why Financial Planning Matters
Life is full of twists and turns, but with a solid financial plan, you can navigate any challenge with confidence. Whether you're dreaming of buying a home, starting a business, or enjoying a comfortable retirement, a tailored financial strategy is your key to making those dreams a reality.
Our Collaborative Process
-
Free 15-Minute Consultation
Let's get acquainted! We'll discuss your current situation, aspirations, and how I can best support your financial journey. -
90-Minute Strategy Session
This is where the magic happens. We'll dive deep into your goals, examining every aspect of your financial life. Together, we'll craft a customized roadmap that covers:-
Budgeting strategies
-
Smart investment choices
-
Savings optimization
-
Long-term financial objectives
-
-
Your Comprehensive Financial Plan
-
Following our session, you'll receive a detailed plan that outlines clear, actionable steps to reach your goals. This isn't just a document – it's your personal blueprint for financial success.
-
60-Minute Plan Review
We'll reconvene to walk through your plan together. I'll ensure you understand every detail and feel confident about your next steps. -
30-Minute Progress Check (3 Months Later)
Your journey doesn't end with the plan. We'll meet again to assess your progress, make any necessary adjustments, and celebrate your early wins!
Transform Your Financial Future
Imagine waking up each day feeling confident about your finances. Picture yourself making informed decisions, watching your savings grow, and steadily progressing towards your dreams. That's the power of a well-crafted financial plan.By working together, you'll gain:
-
Clarity on your financial goals
-
A structured approach to managing your money
-
Confidence in your financial decisions
-
Peace of mind knowing you're prepared for the future
Ready to Begin Your Journey?
Your financial success story starts here. Take the first step towards a brighter financial future by scheduling your free 15-minute consultation. Let's turn your financial dreams into reality – because your future can't wait!
Remember, this isn't just about numbers – it's about creating the life you've always wanted. I'm here to guide you every step of the way. Let's make your financial goals a reality, together!
Imagine having a clear roadmap to your financial future, where every twist and turn leads you closer to your dreams! That’s the exhilarating promise of expert financial planning! Are you feeling the weight of uncertainty about balancing saving for retirement and paying off debt? With a tailored strategy, you’ll gain clarity on cash flow, optimize your investments, and create a tax-efficient wealth-building plan. You’ll transform from anxious to confident as we chart an exciting course for your financial success. Every step we take brings you closer to financial freedom. Ready to take control of your destiny? Let’s embark on this thrilling journey together!
Pricing
Price per Individual: $499 - $649 with GST for the full package
$100 per additional person in the household + GST (e.g. $599 for a couple)​
Price per Family: $649 - $849 with 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
​
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.
About our Prices
Pricing is designed to accommodate varying levels of financial complexity. Families and individuals with more assets or complex needs will fall in the higher range. After your consultation, we will provide a fixed price quote tailored to your circumstances, ensuring transparency from the start.
​
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.