1
The "Deep Dive" 90-Day Comprehensive Review
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*Required for all new ABZ clients.
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In-depth look of your cash flow, debt, taxes, investments, insurance/risk analysis, retirement and estate planning.
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Document upload to a secure cloud service.
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At least 4 planning meetings.
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Step-by-step clear action items provided to you at the end of 90 days.
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Cost: $3,000 to $10,000 depending on complexity of your situation. 50% of fee due up front.
2
The "Slow and Steady" Monthy Subscription
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After the 90-day deep dive, sign up for continued support and coaching.
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You're busy and need help completing each action step.
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Slow and steady progress, task tracking and accountability.
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Two meetings per year.
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Annual plan updates with industry leading software to ensure you're on track.
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Phone and email support as needed.
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Cancel your subscription any time
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Cost: $200 - $500 per month depending on complexity.
3
The "Financial Check Up" Annual Review
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for previous "deep dive" clients
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come back for an annual review only when you think you need one.
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things changed in your life since our first plan.
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receive an updated plan with new actions steps and financial projections.
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cost: 75% of your original deep dive planning fee.
Tax Preparation Services
Financial Planning + Tax Preparation = Powerful way for you to save $.
I'll implement your tax savings strategies when preparing your personal returns.
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Available for ABZ financial planning clients only
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tax preparations fees separate from planning fees
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Ensure you're getting all the credits and deductions you're entitled to.
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No T2 corporate returns (I can refer you to an accountant and work with them to implement planning strategies)
How does it work?
1) Book a 30 Minute Introductory Call (Zoom or Phone)
A time to listen to your concerns and goals for financial planning. I'll explain how I work with clients and answer any questions you may have. No pressure to sign up for anything!
2) Quote
After our Introductory call, I'll send you a quote of exactly what your plan would cost and a proposed Terms of Engagement letter.
4) First Payment and Document Upload
After I receive 1/2 of the quoted fee and your e-signed Terms of Engagement letter, I'll send you a link to a secure folder for you to upload all of your financial documents.
4) Getting to Know You
During our first planning meeting, I'll ask some "softer" questions about you, your family, your thoughts about money, and your desired future. We'll also get really clear on what you own, owe, earn, and spend. I can't prescribe any solutions without diagnosing first.
5) Analysis and Recommendations
I'll carefully review your uploaded documents to look for issues and opportunities. Are you paying too much in investment fees? Are you over or underinsured? We'll cover all areas of your financial life. I'll input your data into my financial planning software and run a few scenarios based on your goals. Over 4 meetings, we'll discuss my findings and options for you to consider.
6) Final Payment and Action Steps
At the end of 90 days, the remaining fee is due. I'll provide you with a detailed list of action steps for you to complete to keep you moving towards your desired future. You can implement the steps on your own or receive my continued support and coaching with a monthly subscription. You can also come back for plan updates only when needed in future years.