No catch. It's an opportunity for me to show you what good financial planning can do. I hope some people will choose to work with me afterward, but there's no obligation, no hidden fees, and no requirement to move your investments.

We'll spend about an hour walking through your financial plan together. I'll explain the projections, explore different scenarios, and answer your questions. The goal is to help you better understand where you stand and what your options are.

I use Snap Projections, Canadian financial planning software that lets us model your financial future. We can explore different retirement dates, investment returns, income needs, and other what-if scenarios to see how your decisions might affect your future.

That's entirely up to you. You can take what you've learned and put it to use on your own, or we can discuss working together on an ongoing basis. If there's a cost for additional services, I'll explain it upfront so you can make an informed decision.