Our Financial Planning Services

How We Can Help You

What Does a Financial Planner Do?

As a Fee-Based Financial Planner, my primary role is to create the context of your financial questions.

I build “what-if” models that help us guide your decision-making process. 

These financial projections and comparative scenarios can help us identify the actions which will give you the best results based on your personal financial situation.

Financial Planners Can Help Answer Questions Like These:

How much should I be saving? or Am I saving enough for my retirement goals?

How do I protects my money? or Are there guaranteed investments?

Where should I be investing? or What’s the best investment for me?

When can I retire? or Do I have enough to retire?

Do I really need A life Insurance policy? Should I keep my life insurance?

Can I afford to pay for my kids college education?

Most of these questions require far more information and comparisons than most people can analyze themselves. 

Answering these questions requires us to look years or decades into the future and create “what-if” scenarios based on probability and data you provide.

There are dozens of moving pieces that could make the right answer today, wrong tomorrow so our goal is to give you your best shot.

We Can Help You Build You Financial Plan Through the Following Options

Hourly Consulting

Comprehensive Financial Plans

Free Investor Academy

Hourly Consulting

Hourly Consulting is Perfect for those who are seeking unbiased advice for specific areas of concern. It’s designed for individuals and families who are looking for a simple plan for a particular financial issue.

If you need someone to check on the work you’ve done so far or get a second opinion on advice you’ve received, book a consultation now.

We Solve Real Financial Problems

what can Aware Financial do for you?

APPLY FOR A CONSULT

What's Included in Your Armed Financial Plan

Goal Setting and Life Planning

You don't live to invest, you invest so you can live. Let's dive into that!
Understanding your, short term, intermediate-term and long-term financial goals will uncover “the why” behind your investments and savings activities. These could be rooted in wanting to start a family or gifting assets to the next generation. Either way, these goals and dreams are uniquely you.
Free Retirement Info Here

Cash Flow and Debt Management

We Will Help Your Show Money Who's Boss
Cashflow will fuel your financial plan, without managing your income and your expenses, you can’t implement your financial plan properly. Reducing the cost of capital or interest could save you tens of thousands or hundreds of thousands in your investing life.
Free Retirement Info Here

Investment Planning and Portfolio Review

We Will Help You Make Sure Your Values Line Up With Your Portfolio
An investment is not a financial plan. However, when investments are based on a comprehensive plan, you are able to match your investment choices to your financial goals, your risk tolerance and capacity and your investment time horizon
Free Retirement Info Here

Retirement Income Planning

We Will Help You Prepare for Your Next Adventure
Carefully structuring your investments so that you can eventually reach a “work-optional” lifestyle is great. However, this requires planning around your sources of income. The sequence of withdrawals from your accounts can determine how long and how comfortably you can retire
Free Retirement Info Here

Education and RESP Planning

We Will Help You Create Funding For Your Children's Education.
The cost of post-secondary education continues to skyrocket. Whether you are planning for your kid’s education or continuing education for yourself, requires careful planning and proper funding.
Free Retirement Info Here

RIsk Management and Insurance Planning

We Will Help You Protect What Matters Most To You.
What’s the use of working hard towards building wealth if the fruits of your labour could easily be snatched away? Proper income protection and asset protection plan will help keep you on track when life happens.
Free Retirement Info Here

Estate Planning and Legacy Planning

We Will Help You Create a Meaningful and Lasting Legacy
Those who are self-made, start working for survival, then success, but eventually that translates to creating significance. Having a properly planned giving strategy will multiply your ability to leave an inheritance or a charitable bequest.
Free Retirement Info Here

Business and Career Planning

We have insights about entrepreneurship and pay negotiation
The cost of post-secondary education continues to skyrocket. Whether you are planning for your kid’s education or continuing education for yourself, requires careful planning and proper funding.
Free Retirement Info Here

Comprehensive Financial Advice

This is all Included When You Hire Us To Create Your Financial Plans

APPLY FOR A CONSULT

ARMED+ Wealth Management

All of the services included in our ARMED Comprehensive financial plan but we help you implement the recommendations. We create an investment strategy based on a personalized “investment policy statement”. 

We will administrate your investment assets under an ongoing assets under administration fee.

The Investor Academy

The Learning Centre.

The Learning Centre is a library of blogs, podcasts and educational videos designed to teach you everything you wish you learned about money in school or from your parents.

Pricing For Our Fee For Service Offerings

Choose the model that works best for your financial situation.

Now Offering Monthly Payments For Our Annual Engagement Packages

 

Hourly Consulting

Perfect For Specific Questions and Second Opinions
$ 299 Per Hour
  • Debt Management and Cash Flow Questions
  • Retirement Questions
  • Tax-Planning Questions
  • Portfolio Check Up
  • Estate Planning
  • Insurance Questions
  • Questions About Your Kid's Education Funds
Book Your Consultation Now
If you have specific questions or you are a do-it-yourself investor and simply want a second opinion, this option is perfect for you.

The ARMED Comprehensive Financial Plan

We Use Our Signature Method to Craft a Financial Plan Tailored to You and Your family.
$249 -$459 Per Month
  • Debt Management and Cash Flow Planning
  • Retirement Income Planning
  • Tax-Planning
  • Semi-Annual Portfolio Check Up
  • Estate Planning
  • Insurance and Risk Management
  • Questions About Your Kid's Education Funds
Start Your Financial Plan
We Will Craft a Fully Customized Comprehensive Financial Plan Using Our "ARMED" Financial Planning Method. This requires a 15-30 hour engagement and a minimum of 3 one-on-one meetings per year.

The ARMED+ Comprehensive Financial Plan and Implementation

We Use Our Signature Method to Craft a Financial Plan Tailored to You and Your family and We Execute The Strategies With You.
$199 -$399 Per Month
  • Debt Management and Cash Flow Planning
  • Retirement Income Planning
  • Tax-Planning
  • Semi-Annual Portfolio Check Up
  • Estate Planning
  • Insurance and Risk Management
  • Questions About Your Kid's Education Funds
Start Your Financial Plan
We Will Craft a Fully Customized Comprehensive Financial Plan Using Our "ARMED" Financial Planning Method. This requires a 15-30 hour engagement and a minimum of 3 one-on-one meetings per year.
BEST VALUE

Investor Academy

We Publish Free Resources and Courses To Help You Boost Your Financial Fitnness
FREE Forever
  • Debt Management and Cash Flow Planning
  • Retirement Income Planning
  • Tax-Planning
  • Semi-Annual Portfolio Check Up
  • Estate Planning
  • Insurance and Risk Management
  • Questions About Your Kid's Education Funds
Start Learning For Free
Learn From our Blogs, Podcasts and Yourtube Viddeos.

Hourly Consulting

Perfect For Specific Questions and Second Opinions
$ 299 Per Hour
  • Debt Management and Cash Flow Questions
  • Retirement Questions
  • Tax-Planning Questions
  • Portfolio Check Up
  • Estate Planning
  • Insurance Questions
  • Questions About Your Kid's Education Funds
Book Your Consultation Now
If you have specific questions or you are a do-it-yourself investor and simply want a second opinion, this option is perfect for you.

The ARMED Comprehensive Financial Plan

We Use Our Signature Method to Craft a Financial Plan Tailored to You and Your family.
$2499 -$4999 Per Year
  • Debt Management and Cash Flow Planning
  • Retirement Income Planning
  • Tax-Planning
  • Semi-Annual Portfolio Check Up
  • Estate Planning
  • Insurance and Risk Management
  • Questions About Your Kid's Education Funds
Start Your Financial Plan
We Will Craft a Fully Customized Comprehensive Financial Plan Using Our "ARMED" Financial Planning Method. This requires a 15-30 hour engagement and a minimum of 3 one-on-one meetings per year.

The ARMED+ Comprehensive Financial Plan and implementation

We Use Our Signature Method to Craft a Financial Plan Tailored to You and Your family and We Execute The Strategies With You.
$1999 -$3499 Per Year
  • Debt Management and Cash Flow Planning
  • Retirement Income Planning
  • Tax-Planning
  • Semi-Annual Portfolio Check Up
  • Estate Planning
  • Insurance and Risk Management
  • Questions About Your Kid's Education Funds
Start Your Financial Plan
We Will Craft a Fully Customized Comprehensive Financial Plan Using Our "ARMED" Financial Planning Method. This requires a 15-30 hour engagement and a minimum of 3 one-on-one meetings per year.
Best Value

Investor Academy

We Publish Free Resources and Courses To Help You Boost Your Financial Fitnness
FREE Forever
  • Debt Management and Cash Flow Planning
  • Retirement Income Planning
  • Tax-Planning
  • Semi-Annual Portfolio Check Up
  • Estate Planning
  • Insurance and Risk Management
  • Questions About Your Kid's Education Funds
Start Learning For Free
Learn From our Blogs, Podcasts and Yourtube Viddeos.