3 Pillar Service:
Completion of 13.1 Financial Statement
$750 + HST – Includes organization of documents and PDF statement
Completion of a joint Net Family Property Statement for a couple
$1,000 + HST – includes organization of documents and PDF statement
Option generation via a Financial Plan – can’t decide on a settlement proposal? A summary of different options proposed and their implications to your future cash flow and net worth.
Two options, including two calls to review base plan and summary findings – $1200 + HST
Divorce Financial Analysis
$225/hour + HST – review of financial statements; assistance with budgeting and cash flow analysis; financial education; help with establishing financial goals and prioritizing interests
Peace of Mind with Your Financial Situation
Education and awareness are key to ensure you have the information you need to make informed decisions. Ultimately, clients wish to feel their settlement outcomes are fair and equitable.
Assessing your proposals and options, and their long-term implications, will greatly assist in ensuring you enter the next stage of your life with the knowledge and confidence that you have a thorough understanding of your financial position.