Work With Me

A personalized, all‑inclusive financial roadmap.

What’s Included:

• Full financial review

• Cash flow + budgeting

• Debt strategy

• Investment overview

• Retirement planning

• Insurance review

• Tax‑efficient recommendations

• Estate considerations

• Action steps you can implement

• Follow‑up plan walkthrough

Best for: Anyone wanting clarity and direction for their entire financial life.

90 minutes of focused financial guidance.

Examples:

• Can I afford this move?

• How do I manage my debt?

• How do I organize my finances after a life change?

• What’s the best savings structure for me?

Best for: Quick clarity without a full plan.

Quarterly or semi‑annual planning support.

Includes:

• Regular check‑ins

• Updated recommendations

• Accountability + clarity

• Email access for questions

• Support as life changes

Best for: Clients who want a long‑term partnership.

Choose from:

• Debt Strategy Audit

• Savings Structure Check

• RESP / Education Savings Review

• Insurance Needs Snapshot

• Retirement Gap Check

• “Get Organized” Financial Overview

Short, actionable, effective.

Unbiased feedback on advice you’ve received elsewhere.

Includes:

• Review of another advisor’s plan

• Fee analysis

• Risk assessment

• Simple, honest recommendations

Clear answers to “Can I retire? When? And how?”

Includes:

• Income analysis

• Savings readiness

• Pension review

• CPP/OAS assessment

• Withdrawal strategy

• Longevity planning

Non‑legal, but organizational guidance:

• document checklists

• beneficiary review

• digital legacy planning

• legacy letters

Support for pregnancy, newborn transitions, NICU journeys, and growing families.

Includes:

• Parental leave planning

• RESP guidance

• Childcare budgeting

• Insurance review

• Cash flow during income changes

• Medical cost planning

• Stress‑reducing organization

Best for: Expecting parents, new parents, and families navigating NICU or medical needs.

Financial clarity during major life changes.

Examples:

• Divorce

• Career change

• Moving

• Grief and loss

• Blended families

• Relationship transitions

Includes:

• Organizing your financial picture

• Stabilizing short‑term needs

• Long‑term planning strategy

• Clear next steps

Help clients understand:

• salary

• bonuses

• equity/RSUs

• benefits

• employer pensions

Millennials and Gen Z pay for this service all the time.

Guidance for families supporting aging parents or adults with disabilities.

Includes:

• Care cost planning/ long-term budgeting

• Benefits + government program support

• Care options and budgeting

• Support for stressed or overwhelmed caregivers

Especially sole proprietors, creatives, real estate agents, and contractors.

Includes:

• taxes

• budgeting

• cash flow

• retirement options

• quarterly check‑ins

Support your team with practical, easy‑to‑understand financial education—delivered directly at your workplace. These workshops help employees build confidence in their money decisions while strengthening overall financial well‑being.

Topics can include:

• Budgeting & Cash Flow Management

• Debt Strategies & Credit Basics

• Investing 101

• Understanding Workplace Benefits

• Retirement Planning

• Financial Prep for New Parents

These sessions not only add value for employees—they also create an opportunity for your organization to partner with a professional planner at no cost to staff. It’s a win‑win that enhances employee wellness while supporting business outcomes.

Ideal for workplaces, schools, and community groups.

Topics include:

• Budgeting

• Debt

• Investing basics

• New parent planning

• Retirement prep

• Financial literacy for students