(403) 681-7951
sarah@sarahwilsonconsulting.ca

Process

FINANCIAL PLANNING

My role as a financial planner is to help you to look at your whole financial picture and then simplify it so that it matches your lifestyle goals. Together we explore the desires you have for your current and future life and then we determine how your finances can support you in your journey.

THE PROCESS

We usually start with a preliminary meeting or call to discuss your goals and desires for your income and expenses and net worth (however vague those thoughts maybe at this moment).

FEES

Since you have unique circumstances and I provide customized planning, my fees depend on the complexity of your situation and the time and work involved.