Let’s Chat

You have questions and ideas and need advice on numbers + strategies

Some common call topics:

  • Investment Property Evaluation: does this rental make sense?

  • Investment Property Scenarios: should I keep or sell?

  • Property: My mortgage is renewing, what should I do?

  • Cashflow planning: setting up a budget that makes sense

  • Tax Scenarios: recently sold a property, RSP scenarios

  • Smith Manoeuvre: how do I get started? what do I need to know?

  • Simple Bookkeeping: efficiently setting up your new business or rental property

FEE: $397 + tax

* if you decide to upgrade to the Financial Independence Audit or another package the $397 will be applied to the cost

How it works:

  1. pick your day + time (greyed out dates mean no availability)

  2. complete the form

  3. pay the invoice

  4. you will receive a confirmation email

  5. within 1-3 business days you will receive an email with questions + a checklist of info to have handy for the meeting

  6. Hop on the call + get clarity and custom support to get you to your goals QUICKER and with EASE