Sandi Martin

Advice Only Financial Planning

Navigate your money with ease

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meet sandi

Read my full bio here

 

 Services

I specialize in working with people who know they can do anything, but not everything.

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

Financial Empowerment Workshops for Employees

Professional financial education is for employers who recognize that worker well-being is essential to organizational effectiveness. Workshops are tailored for your team can be delivered virtually or in person. Discounted rates available for nonprofits and cooperatives.

Request a quote

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.

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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.

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