Let’s grow your financial future.
Plant the seed by starting to work with Been There Financial Planning.
Book your appointment using the tool, found below.
Typically, meetings occur by video conference or in a client’s home (if you reside in Ottawa). To keep fees reasonable, provide convenience, and reduce our carbon footprint we do not maintain a conventional office space.
Choose your package and appointment date/time, and finally enter your contact information. We are available to meet on Saturdays and Sundays. After you book your appointment we will follow up with an email confirmation. If you need to cancel an appointment please provide 24 hours notice. Please see our cancellation policy here.
We understand that you have many options when considering which Financial Planner to work with. Thank-you for choosing to work with Been There Financial Planning. We take your trust in working with us very seriously, and look forward to working with you.
Solutions@BeenThereFinancial.com
Phone or Text (613) 791-6039
