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Fee Only Financial Planning Options

How Much Does Financial Planning Cost?

I advise clients on how best to save, invest, and grow their money. I can help you with a specific financial goal—such as readying yourself to buy a house—or give you a macro view of your money and the pieces of your various assets. I specialize in retirement and estate planning, however I also consult on a range of financial matters. I believe in transparency and have outlined a range of fees for the different services I provide. I do also offer hourly rates if you have a unique financial situation.

  • Cash Flow Plan
  • 20% of Annual Savings
  • Income & Expense Management
  • Debt-Free Planning
  • Savings Strategies
  • Mortgage-Free Planning
  • Debt Consolidation
  • Basic Financial Plan
  • $395 + HST
  • Identify goals & objectives
  • Cash Flow Plan
  • Long Term saving & spending planning
  • Tax Minimization Strategies
  • Insurance Planning
  • Comprehensive Plan
  • $595 + HST
  • Financial Independence Analysis
  • Cash Flow Plan
  • Basic Financial plan
  • Retirement Income Planning
  • Portfolio Review
  • Retainer
  • $600/year + HST
  • Ongoing support with implementing your plan
  • Regular reviews
  • Plan adjustments as needed
  • Help with any financial questions
  • Portfolio Rebalance

What is Included?

Every client receives a custom written plan that includes: Net Worth Statement, Monthly Income & Expense Report, My Recomendations and Action Plan. Your plan will tell you if you can or can’t, when that can happen, and how to make it your reality. Everything you need to Piece Together Your Financial Puzzle.

Testimonials

We have been working with Andrew for about 5 years and have found him to provide clear and concise advice in a highly professional manner. He spent the time to understand us, where we are coming from and our goals; has helped organize our monthly cash flow and has provided us with a clear strategy to have zero debt and a big nest egg to retire with.

Melinda Henderson: Ottawa, ON

My wife and I were getting stressed out about our financial situation. Andrew was able to set us up so that we would pay our debt and our mortgage down quicker. He set up a plan that we could easily follow and was super easy to talk to. There is a reason he was voted Ottawa's Favorite Financial Advisor - he is fantastic.

Henry Dubois: Orleans, ON

Andrew helped organize my finances and his cash flow plan freed up $300 a month. Now I have extra money every month, my debts will be paid off sooner and I am able to save for retirement. My stress over finances are gone and I can now look forward to retirement

Ashley Ramon: Orleans, ON

I am very satisfied with my new Retirement Plan. It has been what I have needed and I am happy with all of the details and the personal care that was given to me from Andrew. I would recommed his retirement planning and care to any one that is lost and needs some great and exciting new ideas!

Al-Hamza Abdullah: Ottawa, ON