Getting Started

What is financial planning?

Financial planning is the process of framing objectives, policies, procedures and budgets regarding the financial activities of individuals or businesses to ensure effective and adequate financial and investment policies.

How much does financial planning cost?

There is no initial cost to start. We understand financial planning needs will vary depending on the situation at hand, so that is why we do not charge for our first meeting with you. We start with a conversation to get a better understanding of your financial situation, and then put together an estimate to help you achieve your financial planning goals.

How are fees paid?

We have a variety of options to help you get the most value from our services. We offer pay-as-you go services, but also discount our rates should you be registered with our investment planning division, Unfold Advisory.

Unfold Advisory

Do you offer investment planning?

We are licensed to sell mutual fund and approved exempt market products through Unfold Advisory, a registered trade name of Investia Financial Services Inc., and offer investment planning to supplement your financial and tax planning needs.