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SERvice options

Broken Group Islands off Vancouver Island, BC

All of my new clients go through the initial financial life planning process. The only decision you need to make as a new client is whether or not you want me to manage your investments.

If you would like me to manage your investments, then upon completion of the initial financial life planning process we'll move straight into ongoing financial life planning with investment management. This is shown as option A below.

If you decide you don't want me to manage your investments (option B), then upon completion of the initial financial life planning process you have two options:

  • Option B1: Ongoing financial life planning without investment management

  • Option B2: Hourly, as-needed, financial life planning

Here are the different services provided with each option:

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