We offer three packages to accommodate different client requirements for our premium services.
Those packages could be offered separately and 20% discount will be applied if all 3 bundled and paid in one time.
Expense Management Plan CAD $199.99
Including 3 hr workshops, plus one hour complimentary follow up session.
You will receive
i. Budget Management Workshop
ii. Expense Management Tools Recommendation
iii. Techniques of Reporting and Managing Cash Flow
iv. One hour complimentary workshop as follow up in 6 months
You will able to use those techniques and tools with a recommendation of day to day action plan to help manage cash flow and achieving your saving goals quickly.
Retirement Planning, CAD $499.99
Including 6 hr workshops, and two complimentary follow up sessions one of each in following two years.
You will receive
i. Goal realization and alignment matrix
ii. 3 pillars foundation and growth plan
iii. Implementation advise, products selection strategy
iv. Two complimentary follow up sessions one of each in following two years.
You will able to get a clear pathway and action plan to manage your retirement goal effectively and take action in confidence.
Project Based Consulting CAD $79.99/hr
Deliverable could be various based on requirements, e.g.
i. Personalized financial implementation plan with required activities and timeline. 1 -3 hrs workshop(s).
ii. Progress checking and performance management on yearly basis or per request. 1 hr per workshop.
You will get expert advise to solve financial planning questions and work out a doable plan which suits your personal situation and goal. Progress checking and performance review will help to calibrate your plan based on actual financial market situation and personal lifestyle change.