Choose a Plan that Works for You

Custom Tailored Financial Plans

By working with an FPconnect CFP® –accredited financial planner you’ll finally be able to get your finances under control and working for you.

1-on-1 Financial Coaching

Whether you have specific financial health topics you need help with or whether you are looking for power-lessons on how to be smart with your money, consider investing in yourself with a personal financial coach.

 

Wow…how did life get so complicated?

One day you’re graduating from college and starting out into the world with that “fresh” feeling in every step, and the next, you’ve done a LOT of living.  You’ve traveled, maybe met someone, faced your fears, impressed yourself, challenged yourself, grown in so many different ways, had kids, got your first credit card, started a career with a benefits package, are saving to 3 different investment accounts, forgot to set up that budget again….

When you’re not in control of your finances, they are in control of you.  It’s normal for a lot of people today to not want to deal with their finances.  It’s easy just not to look some days. 

That’s why 7 out of 10 Canadians today don’t have a comprehensive financial plan.

Custom Web Based Financial Planning

Don’t ignore your financial health any longer!

By working with an FPconnect CFP®-accredited financial planner you’ll finally be able to get your finances under control and working for you!

As an FPconnect Financial Planning Client you’ll get:

 

  • A 30-minute initial consultation via video conferencing to determine your main financial concerns and walk you through the financial planning process
  • A 60 to 90-minute Discovery Meeting to get to understand and help you prioritize your goals as well as to gather all pertinent financial data
  • A 60 to 90-minute Solutions Meeting to go over your completed financial plan. We’ll walk you through all of the main points as well as explain our recommendations and how they’ll put you on the path to reach your goals.

ESSENTIALS PLAN

 

WHAT IS INCLUDED:

  • Investment Planning
  • Financial Independence Planning
  • Education Savings
  • Cashflow and Budgeting
  • Regular deposit/withdrawal analysis
  • Debt elimination strategies
  • Major purchase planning
  • Tax mitigation analysis

ESSENTIALS

Basic Needs For Any Investor

PLUS

Essentials with Added Security

PLUS PLAN

 

WHAT IS INCLUDED:

All previous plan options plus:

 Tax mitigation analysis

Insurance needs:

  • Disability
  • Critical Illness
  • Long-Term Care
  • Life
  • Estate Capital Needs

Coordinate with tax and legal professionals

ADVANCE PLAN

WHAT IS INCLUDED:

All previous plan options plus:

  • Detailed income projections
  • Detailed net worth projections
  • Retirement income planning

    ADVANCE

    Project and Grow

    BUSINESS

    Your Master Plan

    BUSINESS PLAN

    WHAT IS INCLUDED:

    All previous plan options plus:

    • Shareholder Loan and Share Redemption Planning
    • Holding Companies
    • Operating Companies
    • Corporate owned investment portfolios
    • Corporate owned real estate

      Without accountability, many of us have a hard time succeeding at much…

      That’s why 8 out of 10 Canadians don’t feel highly confident that they’ll achieve their financial goals and don’t feel very successful at sticking to their financial strategies.

      The most successful business people, athletes, investors, and influencers use coaches to push them to their limits and succeed at things they never thought possible.

      The same concept can be applied to your own personal finances!

      Whether you have specific financial health topics you need help with or whether you are looking for power-lessons on how to be smart with your money, consider investing in yourself with a personal financial coach.

       

      That’s why 8 out of 10 Canadians today don’t feel highly confident that they’ll achieve their financial goals…

      As an FPconnect Financial Coaching client you’ll get:

      • Regular one-on-one time with a CFP® Certified financial planner to discuss your most pressing financial concerns and questions of the day
      • A useful, brief summary email of the topics we discussed along with links to helpful articles
      • Let us know what you’d like to discuss ahead of time if you’d like us to do some more in-depth preparation or use your time to learn a useful financial health power-lesson.
      • Someone who cares about keeping you accountable and improving your financial health so that you can get yourself on a health financial track!

       

      1:1 CUSTOM FINANCIAL COACHING

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