Pricing

$100

• Financial plan

• Investment review

Then, if more help is needed

• $250 per hour or

• Become an ongoing client

$1,000 annually

• Maintenance of financial plan and investment portfolio

• Notifying you of new grants and bursaries you qualify for

• Constant availability for questions, education, and advice

$2,500 annually

• Minimum two meetings per year

• Proactively research to find ways of saving you money

• Ongoing maintenance of financial plan and investment portfolio