Advice Only Financial Planning
Navigate your money with ease
meet sandi
Services
I specialize in working with people who are five years from retirement or less, or are already retired. I focus on people who do not own corporations or rental properties, and who do not have any tax reporting or exposure in the US.
I only take on a handful of new clients each year, but have cultivated deep relationships with colleagues who specialize in different types of clients or who take on more clients at a time than I do
I do not sell investments, insurance, or financial products of any kind, nor do I accept or pay referral or affiliate fees for any of the professionals or products I may recommend.
Retirement Income Plan - Practice Specialization
The Retirement Income Plan is for people within 3-5 years of retirement or who have already retired, and is focused on creating a tax-efficient decumulation plan for assets that minimizes the risk of portfolio failure and maximizes government benefits and lifetime satisfaction.
from $4,200 for a first-time plan + $79/month for ongoing support
Custom Financial Plan
The Custom Financial Plan is for people with multiple competing goals that may include educating and launching children, protecting themselves and their loved ones from known risks, balancing mortgage payments and savings, managing cash flow and income tax planning effectively, and allocating a portfolio across multiple types of accounts.
from $3,900 for a first-time plan + $39/month for ongoing support
JOIN THE
WAITING LIST
I’m accepting 2 more clients in 2024, and am booking introductory calls from the waiting list in September and October.
Answer a few questions about yourself and set up free demo access to the planning portal. From there, you will be added to a waiting list to book our Introductory Call. This is a free one-hour telephone conversation.
I use this call to ask you about where you're at now and what you want your future to look like. You use this call to ask me questions about who I am, what I do, and how I do it.
After our call, I’ll send you a customized proposal describing how we can work together and what the next steps are.
Together, we'll decide what your next chapter will look like.
If you own corporations or rental properties, and/or have tax reporting or exposure in the US, please visit adviceonlyplanners.ca, the Financial Planning Association of Canada’s member directory, or Steadyhand’s Advice Only Planner list to find a planner that’s right for you.
