As part of our mission to democratize financial services, we believe everyone should have access to a customized financial plan, regardless of how you manage your funds.

We’re happy to extend our Financial Planning services to our self-directed trading clients so everyone can continue investing with confidence that their plan will achieve their overall financial goals.

What is a Financial Plan?

A financial plan is a roadmap designed to help you:

• Define your goals (e.g. how much do I need to retire)
• Ensure tax-efficiency of your investments to help you keep more of your money
• Develop or refine your saving or drawdown strategy
• Understand your required rate of return and risk needed to achieve your goals
• Identify any insurance and estate planning gaps you should address

What’s included:

• A 45-minute virtual meeting with a Certified Financial Planner where we will review your plan together
• A report detailing your plan and our recommendations

Why get a personalized Financial Plan?

We know finances can be confusing. There’s a ton of information out there and it can be hard to develop a cohesive strategy for achieving your personal goals. A planner can help cut through the noise and provide you with a clearly defined plan that you can follow with discipline so you can have some peace of mind knowing you’re on the right track regardless of what may be happening in the markets.

Click the link below to visualize what a plan would look like. If you’d like to have a complimentary consultation to discuss how this can help you, book a call with a financial planner here.