Modular Financial Planning
Have a particular issue to discuss? Project-based planning aims to target a specific issue, and provide actionable recommendations to ease your mind. Some examples include (but are not limited to):
Investments & Asset Allocation Analysis
Tax efficiency of non registered assets
Asset allocation and portfolio risk management
Making savings into the right tax structures
Tax implications of various transactions
Personal Insurance Analysis
Life, disability, critical illness review
Group benefits review
Insurance needs analysis
Existing insurance policy review
Other Examples
Inheritance or lump sum cash flow planning
Estate planning review
Moved from the US to Canada - Welcome to Canada!
Our Process
Initial discovery call (1 hour)
1-2 hour long Financial planning review sessions (dictated by complexity)
Follow up planning deliverables (meeting notes/calculations/written planning recommendations and supporting material)
Timeframe of Modular Engagements
3 months from start to completion
*Any engagements exceeding three months will be charged a retainer fee of $250/month until the engagement is completed.
COST
Starting from $1,500 + HST, quotes given per project
Get in touch
Have questions or need to know if we can help you more specifically?
Book a complimentary consultation with a Modern Cents planner today to see if we can assist with your specific financial planning query.
Just complete the information form to ensure that we align you with the appropriate planner for your needs!
Please note: We cannot work with US or Quebec residents at this time.