Guiding Your Cents
Modern Cents is dedicated to creating long term planning relationships to effect meaningful change over the course of your life. The "Guiding Your Cents" service model helps to ensure that continuity in relationship and planning. Let us be your Financial CFO!
Available to all comprehensive, modular and retirement planning clients post initial engagement.
Commitments are month to month.
ADVICE ACCESS PLAN
For clients who don't need ongoing support, but want access to working with your Modern Cents planner in the future, this might be the best option for you.
We will hold your place, established planning and data as a client of Modern Cents and are available, as you require, on an hourly basis for meetings and planning work, billed in half hour increments.
You will continue to have access to your Planworth client portal, Sidedrawer and Monday task workboard*.
COST: $25/month, plus
$250/hour for meetings and planning work
There is no ongoing communication support included in the membership fee.
FULL SERVICE PLAN
We will work at your pace to support you in your ongoing financial planning. We will meet as often as is required and include two set review meetings to ensure we monitor your ongoing financial progress.
As well, you have unlimited access to communicate with, or ask questions of your financial planner - anytime of the year, for whatever reason.
All of our planning preparation work is included.
COST:
$199/month for Canadian only clients
$250/month for cross border/corporate clients
What's included?
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