Let’s Keep This Simple
Our Financial Plans are comprehensive and highly customized to reflect an individual’s personal, business and family financial needs, investment risk tolerance, and plan for saving, investing and ultimately achieving your retirement and estate planning goals.
We have two categories of Financial Plans for you to choose from.
Household Plan
Corporate Plan
$3000
A Retirement & Estate Plan which includes personally held Real Estate investments.
Household Plan Includes:
- Comprehensive Plan Categories
- Financial Plan Summary
- Personal Financial Dashboard
- Retirement Analysis
- Goals and Recommendations
- Financial Assets Chart
- Net Worth Chart
- Net Worth Statement
- Lifestyle and Capital Needs
- Cash Flow Chart
- Cash Flow Statement
- Income Tax Chart
- Risk Management Analysis
- Life Insurance Policies
- Milestones
- CPP/OAS – Optimum age to receive benefits
- Asset Allocation
- Survivor Income
- Detailed Income Tax
- Decumulation Phase – Withdrawal Strategy
- Financial Overview
- Net Worth
- Cash Flow
- Tax Details
- Asset Allocation
- Retirement Investments
- Cash Investments
- Accumulation Goals
- Retirement
- Education
- Major Purchase
- Emergency Fund
- Insurance Goals
- Survivor Income
- Disability Income
- Long-Term Care
- Critical Illness
- Advice & Direction
- Recommendations
- Action Plan
- Advanced Planning
- Monet Carlo
- Estate Planning
- Estate Analysis
- Tax-Free Income Strategy
- 1 Year post-delivery support implementation
$5000
A Retirement & Estate Plan for Private Corporations. Includes Corporately held Real Estate investments.
Corporate Plan Includes:
Everything in the Household Financial Plan, plus…
Multi-HOLCO/OPCO/Trust planning
Calculations for Rental Properties
Corporate tax and income planning
- Corporate Structure
- Lifetime Capital Gains Exemption Review
- Corporate Asset Transfer Strategy
- Buy/Sell Funding Strategy
Capital Dividend Account planning and utilization.
Tax-Free Income Strategy
Business Planning
- Succession Planning
- Business Valuation
- Business Development
1 Year post-delivery support implementation
Discounted Plan updates