Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development

 

 

 

Change the way you relate to your money

 

 

 

 

Step 1

 

Book a Meeting

 

 

 

 

Step 2

 

Start Planning

 

 

 

 

Step 3

 

Get Solutions

 

 

 

 

Scroll Down to Learn More

 

 

 

 

 

 

Reduce Uncertainty, Understand Options, Choose Solutions

 

Concept of path branching to different directions

Family Separation Planning

Get advice on the what, how and what next when your relationship changes.  Clarify what you own, what you owe, your options for division and how those options will affect each of you.  Then take a look at what comes next based on the choices you have.

 

Learn More

 

Concept of winter changing to spring

Life Change Planning

Sudden change comes with uncertainty.  Even good news change like a financial gift.  If you're experiencing a change like career transition, job loss, change in health or inheritance/ significant financial gift- get advice so you understand your current situation and the options available.

 

Learn More

 

Person holding a blue paper airplane

Personal Planning

Ready to stop asking yourself the same questions over and over?  Want to understand your current situation and how to make changes that last?  You need a plan.

 

Learn More

 

Concept of woman looking at a business plan

Business Planning

Businesses reflect not only the owner’s dreams and plans.  They also take on a life of their own, as economies, employees and technologies change.  Get a plan that looks at where you are, where you want to be, and how you're going to get there.  If you have business partners, get advice on aligning your collective goals with the business as it is today and how you want it to be.

 

Learn More

 

Latest Blog Posts

House Affordability
2022.06.20 - by: Sara McCullough
  Need personalized advice on what's affordable or how to adjust to increased expenses?   Adjustment Plan- intro call/ planning session + summary letter/ check-in session at 3 mnths - $1200 incl HST   Read more >>
Dealing with debt in family businesses
2022.06.15 - by: Sara McCullough
I love this post by Elaine Froese.  My hope is that you come away from reading it believing that there are solutions when you have debt, you can change your current situation and the effort to change is worth it   https://elainefroese.com/2022/05/19/help-my-parents-have-loads-of-debt-we-dont-want/ Read more >>