Cash Flow Planning fees starting at $1,000 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
BONUS! We can offer white-glove treatment when you work with our mortgage specialists at Manulife bank. By signing up with Manulife Bank and one of their mortgage options, DWM will commit to completing a simple cash flow plan.
Send us a note for more information at firstname.lastname@example.org.