A comprehensive personal review of your priorities , financial development, investment strategy, lifestyle protection and estate organization.. from your point of view.
I show you the type of work I do and we follow a proven process to discover and help you understand your current situation.
The purpose of this process is to get the big picture and put things in perspective. You can decide if further services apply to you.
$195.00 plus HST
Please call before ordering. If you proceed we will send our Engagement Agreement that confirms the scope of the service being provided and receipt of your payment.
