Imagine achieving clarity on every financial aspect of your life, backed by a plan that leads you to retirement while safeguarding your financial well-being.
What to Expect:
Typical Clients: Individuals and couples seeking clarity on all financial aspects, preparing for retirement. Our services focus on developing a plan that builds and protects your financial well-being. with aligned approach with other professionals working together to serve your comprehensive needs.
Fees:
You got the written financial plan and need guidance how to implement the strategies in the plan and make sure the plan is updated and monitored on annual basis.
What to Expect:
Typical Clients: Individuals and couples seeking ongoing support and guidance beyond one time financial plan. An aligned approach with other professionals working together to serve your comprehensive needs
Fees:
Starting at $2,500/year
Are you earning well but struggling to get ahead financially? Our Money Consultation is here to provide clarity and guide you towards a confident financial future.
What to Expect:
Typical Clients:
Individuals and couples with good incomes, facing challenges in planning their financial future. If you're uncertain about where to start and need guidance, our Money Consultation is tailored to help. Whether you book an hour or opt for ongoing coaching, our services are designed to meet your needs.
Fees
Choose a plan that suits you:
Other Services
We have access to a network of professional specialists which provide help and guidance with more specialized services such as Will writing, or tax management .
Sensible Financial Solutions Inc.
102-1124 Fort Street, Victoria, BC V8V 3K8
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