Take control of your financial future with The Build, a comprehensive service that provides a detailed and actionable financial plan ideal for those

  • Mastered budgeting and are ready for more

  • Experiencing significant life events

  • Have specific short-term or long-term goals

Comprehensive Planning

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Holisitic Approach

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Expert Insight

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Actionable Strategies

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Comprehensive Planning + Holisitic Approach + Expert Insight + Actionable Strategies +

The Process

  1. 30-minute Complimentary Intro Call

    • Get acquainted with the scope of The Build service

    • Discuss your current financial situation, goals and what you hope to achieve with your financial plan.

    • Gather preliminary information

    Terms of Engagement and Payment is completed after the complimentary 30-minute Intro Call.

  2. Data Collection

    • Complete the data collection document with your personal information and submit requested documents.

    • Complete a questionnaire to help us understand your financial habits and goals.

  3. 45-minute Data Review & Define Goals

    • We will go through the information you provided and request clarification where required.

    • Collaboratively define your goals ($ amounts, timelines, etc.)

  4. 1:1 90-minute Plan Presentation and Strategy Session

    • We present and review your personalized financial plan, walking through each component and how it aligns with your goals.

    • Review the actionable strategies for you to set your plan in motion.

  5. Financial Plan Delivery & Implementation Guide

    • Receive a digital copy of your finanical plan and a step-by-step implementation guide.

We have a secure Client Portal for document sharing and our Financial Plans are built using a robust Financial Planning Software.

Life happens and plans change. If you would like to review your Financial Plan at any time, we are happy to do so. Check out our Add-On Service, Financial Plan Review for details.

    • Goals Discussion

    • Customized Financial Plan

    • 1:1 Plan Presentation and Strategy Session

    • Actionable Strategies and Implementation Guide

    • You have a handle on budgeting and tracking expenses

    • You're facing significant life changes and need a financial strategy to navigate these transitions.

    • You have specific financial goals and want a plan to achieve them

    • You need startegies to effectively manage and reduce your debt as part of a comprehensive financial plan

    • You value integrated planning and want a financial plan that aligns with your lifestyle goals, including health, wellness, and work-life balance.

  • The Build is available now at a special introductory price of $750 to $1,499 CAD.

    Why the price range? The Build service is priced to accommodate varying levels of complexity

    We believe your financial plan should reflect your needs, which is why the cost adjusts based on the complexity of your situation. If your financial picture is more straightforward, you'll only pay for the services that make the most sense for you.

    Taxes included.

For additional information, visit our FAQs page

Ready to get started but not sure where?

Contact us to get matched with the right service for you.