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


Process & Fees

 


Initial Consult and Summary Letter- $300 + HST

Have questions about a specific situation/opportunity/payment?  Book a meeting to discuss and receive a summary letter after the meeting


Individual Planning Areas - Priced Per Project

For topic-specific situations, WD can provide advice and recommendations in one of the planning areas.


 Click here to review list of planning areas


Comprehensive Personal Planning starts at $4200


Introductory Phone Call
  • An overview of why you are interested in a plan.
  • An explanation of how WD works.


Initial Meeting
  • A comprehensive conversation about your goals, risks and resources.
Plan Presentation
  • A clear picture of how you are moving towards your goals.
Follow-up
  • This area is variable, and will depend on your personal situation.  Follow-up may include a mix of a meeting, phone calls, emails to help you stay on track.


Information & document exchange can happen between the introductory call/email and the initial meeting.  At the Plan Presentation meeting, you will leave with either a written or digital copy of your plan.  Follow-up can consist of both additional meetings and phone/email exchanges, depending on your situation.  The follow-up meeting needs to occur within 11 months of the initial meeting.  WD will contact you for the follow-up meeting.


Contact Sara to book a meeting to review your situation and your personalized quote.


Business Planning  Individually Quoted

The business planning process includes the 4 steps listed above.  At your discretion, it may also include time spent on-site with your business and discussions with employees and other key stakeholders.  WD will prepare a personalized scope of work & quote after the introductory contact.