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Financial Planning Menu

Retirement Planning

Custom Retirement Blueprint

Personalized retirement strategy tailored to individual goals and timelines.

$300

Retirement Portfolio Review

Comprehensive analysis of retirement accounts and investment options.

$150

Retirement Savings Workshop

Workshops focused on maximizing retirement savings and benefits.

$75

Wealth Management

Wealth Assessment Consultation

In-depth assessment of current financial situation and investment goals.

$250

Personalized Investment Plan

Tailored investment strategy designed to grow wealth over time.

$400

Wealth Management Membership

Monthly subscription for ongoing wealth management and advice.

$100

Estate Planning

Complete Estate Plan

Comprehensive estate planning service including wills and trusts.

$500

Estate Tax Strategy Session

Consultation to discuss estate tax strategies and implications.

$200

Estate Planning Seminar

Educational seminar on the importance of estate planning.

$50

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© Sensible Financial Solutions Inc.

​102-1124 Fort Street, Victoria, BC V8V 3K8

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