What can we help you with?

The golden question! Credentials and experience are great, but what does it really mean for YOU as a client? Working with a whole host of diverse situations, we offer bespoke financial planning, taking a fully-tailored approach to account for your quirks, personal goals, and individual circumstances. Only need help to get one part of your financial life in order? We’ve got you covered! Perhaps you’re looking for a long-term partnership to help keep you on the trail through all of life’s changes? We’re ready to guide you and be with you through it all.

  • Financial Goal Setting

  • Cash Flow and Debt Management

  • College Savings

  • Employee Benefits Optimization

  • Estate Planning

  • Insurance and Risk Analysis

  • Retirement Planning

  • Tax Planning

  • Investment Management and Analysis

 

Project Based Engagements

We can work with you on a project basis, from small-scale to wide-spread. From getting your financial life rolling to more complex work, we have the expertise to meet your needs.

$500 - $5,000 depending on complexity


Initial Financial Plan with Ongoing Services

Financial planning is a lifelong process. As your income fluctuates, your home circumstances change, you add a new member of the family, and you approach retirement age, to name just a few, things can change quickly. Partnering with an experienced financial planner to guide you through life’s many changes is key to taking on your finances, head-on. It doesn’t have to be a daunting, complex process with a widespread knock-on effect – we can streamline the route, so you feel in control of your financial life.

Up to $2,000 up front
$250+ per month for ongoing services


Tax Preparation

Tax. The word that can make even the most experienced of us shudder. If you experience a feeling of dread as the tax year comes to an end, you’re not alone! Our role is to make your financial life as seamless as can be, which can include the preparation of personal tax returns as a separate service.

Pricing is dependent on complexity, so please don’t hesitate to reach out for a bespoke quote.