Cash Flow Planning – $1,995
Managing money is much more than math and it can be one of the biggest stressors in our lives. As a certified cash flow specialist, I’m trained to build and create a cash flow strategy customized for your unique situation to give you the clarity and specific actions you need to take to achieve those goals without compromising your lifestyle.
Retirement Planning – $4,595
Do you know what rate of return you require to meet your monthly, post-tax, retirement or financial independence income? Do you know when to convert your RRSP to a RRIF to maximize the value and lower your tax bill? Do you have the right strategies in place to maximize your legacy? If not, I can answer all those questions and much more with a robust, integrated plan. Based on your unique goals I can provide tax and cash flow projections with specific recommendations on how you can pay less tax and optimize your investments. All plans include 2 free revisions with no expiry dates because positive and negative cash flow events will change projections and either slow down or speed up your journey towards financial independence.
Platinum Package – Cash Flow Plan + Retirement Plan – $6,590 ($1,000 discount)
Money Coaching Sessions – $495 per hour
These sessions are intended to focus on the emotional side of money and how it affects your well being and the quality of your relationships. The unconscious behaviours that motivate your financial decisions will be explored to eliminate any limiting beliefs around money in order to establish healthy habits, inner peace, and strong interpersonal relationships.
Silver Annual Package – $995
Unlimited 20-minute coaching sessions for one calendar year (Tuesdays to Saturdays). Includes two personal tax returns (Canada only).
Gold Corporate Annual Package – $1,995
Unlimited 20-minute coaching sessions for one calendar year (Tuesdays to Saturdays). Includes one (1) corporate tax return two (2) personal tax returns (Canada only).
All sessions, plans, and packages are quoted in Canada funds, exclude tax, and are non-refundable and fully transferrable.