The Mini

A quick financial 'health check'

 

Intended as a starting point for those unsure about how to get started with a financial plan. We'll guide you through getting a quick snapshot of your finances today to help support financial goal-setting.

 

You get:

 

  • a calculated retirement target and projection based upon your current financial situation
  • a calculated monthly budget which takes into account your current financial situation
  • a 20 min call to discuss your financial health snapshot

The Mini

C$35.00Price