FEE-ONLY FINANCIAL PLANNING

Financial planning services for those that are just getting started.

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Just Getting Started

  • Advice & insights related to your financial goals, answering your questions around your unique needs

  • A one-page action plan following our in-house Financial Planning process, including recommendations aligned with your goals

  • Access by email and Zoom for six months to assist with implementation of the plan and guide you through life’s changes along the way.

  • A great fit for those that do not have investments or insurance needs, but wish to work directly with Dominique as their Certified Financial Planner.

Cost

A one-time fee of $875 (plus HST). Our engagement is renewable, should we decide to continue working together long-term.

When

Monthly onboarding starts now for August 1, 2022. 

To be added to the waitlist or to obtain more information, please complete our Get in Touch form and ask about the Just Getting Started program!