Our Financial Planning Roadmaps for Domestic individuals start at $2,750 for one person, and for two people and families, the fee starts at $4,000.

The fees increase depending on the complexity of information. eg. a family trust held or business held by one party will require further analysis and therefore higher fees.

Topics will include sections such as:

- Goal planning,

- Cash Flow management,

- Investment analysis,

- Estate planning,

- Retirement planning,

- Education planning strategies,

- Employer Benefits,

- Business Solutions and analysis, etc.

These roadmaps are thorough, holistic and designed to be a source material for reference throughout life.

We only offer hourly services as follows:

For clients not enrolled other services, the applicable fees are $299 per hour for a two-hour minimum.

Roadmap clients enjoy a discounted hourly 1:1 rate of $249 per hour for a two-hour minimum.