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FINANCIAL PLANNING SERVICES

Imagine achieving clarity on every financial aspect of your life, backed by a plan that leads you to retirement while safeguarding your financial well-being. Read below for a list of Financial Planning Services that can be customized based on your needs.

COMPREHENSIVE FINANCIAL PLANNING

A roadmap to your financial life. We start with setting your goals and aspirations, reviewing your financial circumstances in order to provide sensible financial strategies and action plan to take you from where you are now to where you want to be. Comprehensive financial plan considers all aspects of an individual’s financial life, including cashflow and debt management, risk management, investment review, retirement, tax and estate planning. It’s like assembling a puzzle where each piece represents a different part of your financial life, where the completed picture illustrates your long-term strategy for achieving your financial objectives.  

 

  • Starting at $4,500 cad     

RETIREMENT PLANNING

Are you not sure when you can retire or whether you'll have enough income throughout your retirement? We take guessing out of the retirement by having a detailed conversation about your needs in retirement, different sources of pension and what are your biggest risks in retirement.  The end result is the plan that gives you a clear picture of retirement income, tax strategies on how to take retirement income with paying least amount of taxes and how to manage medical and long term care expenses down the road.

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  • Starting at $3,000 cad

TAX MINIMIZATION

Together we analyze your income sources, what investment vehicles you use in registered and cash accounts, what type of pensions you'll collect in retirement to come up with the best tax strategies to keep the most of your paycheque, retirement income and wealth to pass to the next generation.

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  • Pricing Dependant on Individual Complexity

FINANCIAL PLANNING MAINTENANCE

A comprehensive financial planning is a journey – not a destination. It’s an evolving process that adapts to your changing life circumstances. Our financial plan maintenance package is an ongoing collaboration that gives you piece of mind so you can focus on what is important in your life. not only make changes to your plan based on life circumstances but also provides you with bi-annual review and ongoing guidance.

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  • Starting at $2,400 cad / year

MONEY CONSULTATION

Providing coaching and advice on buying a first home, starting to save and invest, managing cash flow and all other questions that you need a sounding board or a partner in making big financial decisions. Choose a plan that best suits you. â€‹

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  • $300 cad/hour

  • $1,600 cad for 6 sessions

  • $2,880 cad for 12 sessions

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Pricing

Every project is assessed based on each individual plan. Below is a baseline pricing strategy for different levels of complexity:

Individual review and analysis with retirement, cashflow & debt, education planning and investment review - starting at $3000 cad

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Individual review and analysis with more comprehensive planning requiring tax, insurance and estate planning in addition to a basic plan - starting at $4,500 cad

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Incorporated business owners & professionals or individuals requiring highly specialized financial planning such as philanthropic, life transition and advanced investment strategies planning- starting at $6,000 cad

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 BOOK YOUR COMPLIMENTARY CONSULTATION

Ready to begin your new financial strategy? Contact us now to book your free 30 minute complimentary Consultation today!

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© Sensible Financial Solutions Inc.

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

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