Cash Flow Planning fees starting at $500 CDN per plan


  • Net Worth Statement (assessing assets and liabilities and their use)
  • Determination of SMART goals – where do you want to be?
    (Specific, Measurable, Achievable, Realistic, Timely)
  • Design Expense Sheet to assist in aligning your spending with your financial & non-financial goals in mind
  • Examination of sources of Income
  • A written Cash Flow Plan