Advice Only Financial Planning
Navigate your money with ease
meet sandi
Services
I specialize in working with people who know they can do anything, but not everything. 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 $5,100 + tax for a first-time plan + $93/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 $4,500 + tax for a first-time plan + $46/month for ongoing support
Hourly Consulting
Hourly consulting is for people who have things mostly under control and want a second opinion, have burning questions they haven’t been able to find good answers for online, or just want someone to talk money with.
If you decide to enter into a full financial planning engagement within 6 months of our consultation, your fee will be credited to the new engagement.
$339/hour - Book Now
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BOOK A FREE
INTRODUCTORY CALL
Answer a few questions about yourself, set up free demo access to the planning portal, and book our Introductory Call. This is a free one-hour Zoom 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, the fee, and what the next steps are.
Together, we'll co-create your next chapter.
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.
