Fee-for-Service Financial Planning

At Red Seal Financial Ltd. we have several fee-for-service financial planning options for individuals. Each service is a component part which together forms a comprehensive financial education for our clients. The services are designed to be purchased sequentially such that the end result is a firm grasp of where you are, along with a solid understanding of where you want to get, and a plan to get you there.

Our Household Budgeting Service will help you understand where your money is coming from and where it is going, making your financial affairs 100% transparent to you. At the end of one year you will be able to see where every single penny of your hard-earned money has gone, for better and for worse.

Our Will & Estate Planning Service has been developed to assist you in putting a plan in place for the inevitable end-of-life journey. We assist our clients in this by walking them through all the necessary questions and then liaising with a lawyer to get a valid Will, Enduring Power of Attorney, and a Personal Directive completed.

Looking for fee for service financial planning?

If you're interesting in learning more about our fee-for-service financial planning options, introduce yourself and let's see if we're a fit for one another.