Subscription Pricing Plans
Guaranteed Success
I work with clients, providing exceptional consulting services that are catered specifically to their needs. Take a look below at the services I offer and get in touch to achieve immediate results.
Base Value
A Comprehensive Approach
Do you have a project or idea that you’d love to bring to life? Since founding my business, I’ve provided my clients with a wide range of consulting services such as this one. To find out more, get in touch.
Enhanced Value
Expert Guidance
My clients are my number one priority, and my services prove just how committed I am to their success. Book an introductory meeting today to learn more about how I can make your business thrive.
Ulitmate Value
The Path to Success
My services are customized to meet the specific needs of each client. I work collaboratively throughout the entire process and guarantee measurable results. Contact me to find out how I can help today.
Interested in getting advice from an experienced and professional Financial Planner? Call me today and see what I can do for you.
Our Fees
We understand that everyone has their own unique needs and our fee structures are reflective of that.
Fee for Service
Our Fee for Service option has our team gather and review your information to encompass your money, your goals, and your values to prepare a comprehensive financial plan.
Fee-Based Service
Our Fee-Based service plan provides you with ongoing financial planning and help with your investments. We will meet on a quarterly/bi-annually basis or as life events happen. Our team will be on-call, acting as your Personal CFO as a part of our FirstCall Client Benefit for Fee-Based Service clients, providing you guidance for all your life's events.
Other Optional Services Available at an Additional Fee:
Personal Tax Preparation (T1)
Corporate Tax Preparation (T2) for Small Businesses
Bookkeeping for Small Businesses
Personal Financial Coaching
Financial Literacy Courses