Includes:

• A sustainable spending plan 

• Debt repayment strategy

• A savings plan that ensures a secure future

• Tax strategies, including discussion of incorporation

• A system for organizing your finances

• Single property real estate planning

• How best to use retirement accounts

• Guide to evidence-based DIY investing

• Insurance needs analysis

• Stress testing your plan (eg. low returns, market crash, resilience to market volatility)

• Access to members-only videos and planning tools

• 8 weeks of email support for questions and clarifications after your plan is complete

• Financial Plan updates within 18 months at a reduced rate

• Note: This option is only for single person plans with no corporation or income properties

• All-in fee:  $4500 + tax