cash flow planning

Understanding how much you spend is critical for your own sense of agency and financial wellbeing. It’s also a vital input in any financial planning you do, especially retirement income planning.

Pay what you can, modular cash flow planning is designed to give you the tools you need to:

• Gather data about how much your life costs to inform future planning

• Set intentional boundaries around how much you want to spend

• Create a structure that introduces noticeable friction before you spend more than you planned, prompting you to think before you buy

• Provide real-time information about how much is available to spend before you receive more income

Set Up

Provide information about your household, recent paycheques, and three months of chequing and credit card statements. I’ll build a cash flow structure and instructions for implementing it.

We’ll meet for one hour to go through the structure and implementation and to answer any questions you have.

Suggested price for singles: $900 + tax

Suggested price for couples: $1,800 + tax

Check In & Support

Book a meeting anytime you have questions or need support adjusting to your new cash flow structure.

If you prefer writing to talking, purchase an unlimited email add-on instead or in addition to on-demand meetings.

Meetings: $300 + tax per hour

Unlimited Email: $100 + tax per year