We offer Full-Service or à la carte Financial Planning.
- The first thing we do is learn about you and what you want out of life. Your life is yours. It’s not ours, it’s not your best friend’s, it’s not your parents’. You have dreams, ideas, plans and responsibilities that are personal and unique to you. We can build you an entire plan, modify an existing one, or just keep it simple and give you help with one or a combination of the following:
- Budgeting: we review your budget with you and give you an honest assessment. No feelings, just facts.
- Credit: we make recommendations on your current current facilities, and show you how to use credit to your greatest advantage.
- Goal-based planning: your child’s education; a grand vacation; a new vehicle; your retirement; what you leave behind. There are many ways to have everything you want (within reason of course) and we love living vicariously through you!
- Insurance planning: we help you determine what insurance coverage is best for your situation and help you determine if the cost is worth the coverage.
- Investment planning: we review your existing investments and give you an honest opinion on their structure and performance based on who you are as an investor. Do you know what you are paying for your investments? Are you getting the best advice?
- Life-changing events: some are expected, and others are not. Some can be joyous and exciting, and some can be stressful or even traumatic. We’ve gone through them too, and we’re here to help.
- Real Estate: whether you are planning to buy or sell we provide information and guidance on the process. There is a lot more work than you might imagine and it’s good to have a solid checklist and support as you take this exciting journey!
- Tax planning and preparation: we show you how to save, invest and then spend your money in ways to reduce your tax burden. We can also help you with preparing your tax return.
à la carte Financial Planning
What does it mean?
Pick the service(s) you need and pay us for our time!
This way we can get straight to what matters most to you at this moment in time and we won’t make you feel like your time has been used inefficiently.
Later on you can book us again at your convenience to go over another aspect of your planning needs!
Efficient. Affordable. Simple.
Full-Service Financial Planning
What does it mean?
For a set monthly fee we will cover as many of your financial planning needs as our agreement allows.
The fee will be based on your total Assets Under Monitoring.
Your monthly meeting will cover the topics that can be accommodated to the extent of your Financial Planning Agreement.
Ex: For $x/month you will receive portfolio monitoring and y hours of Financial Planning review and advice in your monthly meeting.
More involved. More value.
Chestnut Beach Financial Planning Ltd. 