Services

Thoughtfully curated with you in mind.

The Base

    • Individuals getting started with budgeting/tracking expenses.

    • Those who have experienced a recent change in income or income structure.

    • People facing changes to monthly expenses or cash flow.


  • STEP 1: Complimentary 15-minute Intro Call

    • Get acquainted with our services

    • Understand what you hope to achieve with your budget plan

    STEP 2: Collaborative Session with a Qualified Associate Financial Planner®

    • Duration: 60-minute session.

    • Data Collection: During this session, we'll gether detailed information about your current financial situation, incudlign income, expenses and financial goals.

    • Budget Creation: Collaboratively work with you to create a personalized ubget plan tailored to your unique needs.

    • Review & Guidance: Review the customized budget, provide actionable insights and offer guidance on how to implement and maintain the budget effectively.

    This streamlined two-step process ensures that you receive a comprehensive and tailored budget plan with expert guidance, all in one collaborative session.

    • Personalized Budget: A tailored budget plan that fits your unique financial situation and goals.

    • Expense Tracker: A tool to help you monitor and manage your spending effectively.

    • Actionable Insights: Practical recommendations and strategies to optimize your budget and enhance your financial stability.

  • Item description

  • The Base is $185 CAD (taxes included)

The Build

    • Individiuals who have a basic budget in place and are ready for more advanced planning

    • Those who have specific financial goals such as buying a home, starting a family or saving to turn their side-hustle into full time employment

    • Those who are interested in tax planning

    • Those seeking strategies to manage and reduce student loans, credit card debt or other financial obligations.

  • STEP 1: Complimentary 15-minute Intro Call

    • Get acquainted with our services

    • Understand what you hope to achieve with your budget plan

    STEP 2: Collaborative Session with a Qualified Associate Financial Planner®

    • Duration: 60-minute session.

    • Data Collection: During this session, we'll gether detailed information about your current financial situation, incudlign income, expenses and financial goals.

    • Budget Creation: Collaboratively work with you to create a personalized ubget plan tailored to your unique needs.

    • Review & Guidance: Review the customized budget, provide actionable insights and offer guidance on how to implement and maintain the budget effectively.

    This streamlined two-step process ensures that you receive a comprehensive and tailored budget plan with expert guidance, all in one collaborative session.

    • Customized Financial plan: A detailed and strategic financial plan designed to help you achieve your specfiic goals. budget plan that fits your unique financial situation and goals.

    • Strategic Planning Session: A 90-minute session where we review your plan to ensure it aligns with yourals.

    • Actionable Insights: Practical steps and recommendations to implement your financial plan effectively

  • Item description

  • The Build is $785 CAD (taxes included)

The Build+

    • Individuals who want a complete financial plan along with expert help in implementing it.

    • Those looking for a partner to help manage their investments, insurance, and other financial assets.

    • People facing complex financial situations or significant life changes who need ongoing support.

    • Anyone who prefers a proactive, hands-on approach to achieving their financial goals.


  • STEP 1: Complimentary 15-minute Intro Call

    • Get acquainted with our services

    • Understand what you hope to achieve with your budget plan

    STEP 2: Collaborative Session with a Qualified Associate Financial Planner®

    • Duration: 60-minute session.

    • Data Collection: During this session, we'll gether detailed information about your current financial situation, incudlign income, expenses and financial goals.

    • Budget Creation: Collaboratively work with you to create a personalized ubget plan tailored to your unique needs.

    • Review & Guidance: Review the customized budget, provide actionable insights and offer guidance on how to implement and maintain the budget effectively.

    This streamlined two-step process ensures that you receive a comprehensive and tailored budget plan with expert guidance, all in one collaborative session.

    • Personalized Budget: A tailored budget plan that fits your unique financial situation and goals.

    • Expense Tracker: A tool to help you monitor and manage your spending effectively.

    • Actionable Insights: Practical recommendations and strategies to optimize your budget and enhance your financial stability.

  • Item description

  • The Base+ requires a consultation. Please book a complimentary call to review.

  • The Base

    Start your financial journey with The Base, a foundational service designed for those looking to establish a solid budgeting routine, manage changes in income or expenses, and gain a clear understanding of their cash flow.

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  • The Build

    Take your financial planning to the next level with The Build, a comprehensive service for those ready to move beyond basic budgeting. The Build provides a detailed and actionable financial plan that aligns with your life goals and financial aspirations.

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  • The Build+

    The Build+ provides a comprehensive financial plan and strategy implementation. Perfect for those seeking a thorough approach to managing their finances, The Build+ ensures that your financial strategies are effectively put into action.

    Learn More