Fee Schedule
Finance Matters is a fee only financial planning company. Our fees are as follows:
Initial Consultation, 1/2 hour no charge
At this meeting, no advice will be given - it is designed to ensure that we can work together
Comprehensive Financial Plan $1000 - $3,000
As each individual plan varies according to the level of complexity involved, a flat fee will be negotiated at our initial meeting. This fee includes plan preparation and twelve months of implementation support.
We request that you provide 25% of the fee at the information gathering session and the balance upon presentation of the plan. Other payment schedules may be negotiated where appropriate.
Finance Matters, Ltd., 789 Don Mills Road, Suite 803, Toronto, Ontario, M3C 1T5
Phone (416) 421-4440 Fax (416) 421-3878
Copyright © 1999, Finance Matters, Ltd.