Meet some of our typical clients. We help individuals, couples and young families who want help with their finances. Together with our clients we create a financial plan to help them reach their goals.
Meet Sarah. Sarah recently graduated from university and landed a job at a marketing agency. Sarah works hard and doesn’t have much time to manage her finances. She wanted to simplify her finances. She also wanted a plan to help her pay off her debt quickly… but still leave room for frequent travel. We helped Sarah prioritize her spending to align with her goals. Sarah also wanted help with her employer RRSP matching. We created a retirement plan plus an investment plan to maximize her employer matching.
Fee: $480 bi-annually
Meet Michele and Trevor. Michele and Trevor recently got engaged. They wanted help to combine their finances and plan their financial goals together. We helped them discover their shared values and create joint financial goals. We also helped them integrate their finances and find a system that worked for them. Michele and Trevor had big financial goals. In the short term they wanted to buy a house. In the long term they wanted to become financially independent by age fifty. We helped them figure out how much house they could afford and how much house they should buy. Together we created an investment plan that would help them reach financial independence by age fifty.
Fee: $600 bi-annually
Meet Beth, Steve and Frances. Beth and Steve came to us when baby Frances was just 6 months old. They were sleep deprived and needed help managing all the new expenses. Beth was going back to work soon and they needed a plan. They also were planning on having a second child within the next 12-18 months. They wanted to know if they could to take an 18 month leave with their second child while still affording their mortgage, car payments, RESP etc. Together we created three different budgets. One for when Beth went back to work. Another for their 18 month leave. And one final budget for when Beth went back to work again. We planned out their income and expenses for the next 36 months and the next 10 years. We were able to help them prioritize their expenses and optimize government benefits to help them reach their goals.
Fee: $720 bi-annually