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Find the Solution That Best Suits Your Needs
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Initial Financial & Estate Readiness
190$This session is designed to understand your situation and identify areas where help may be useful.- (Approx. 90 minutes)
- Review of financial and personal documents
- Identification of missing or outdated items
- Clear explanation of next steps
- Written summary upon request
- No investment, legal, or tax advice is provided.
Ongoing Support (Hourly Assistance)
120$- Assistance completing banking or institutional forms
- Organizing documents and records
- Government benefit and pension paperwork
- Follow-up support
- $120 per hour for each service
- Billed in 15-minute increments
Essential Organization Package
500$- Account and document review
- Beneficiary checklist
- Consolidated financial information summary
- *Up to 4 hours of support
Comprehensive Readiness Package
950$- All Essential Package services
- Ontario Will and Power of Attorney preparation support
- Coordination with a lawyer or notary,legal fees not included
- Optional family meeting
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