What if I just have a few questions and don’t need a full plan?
No problem. Been There Financial Planning can help. We can address various topics including: budgeting and cash flow, education funding, retirement income planning, insurance, estate planning, etc. Our hourly rate is $190 + tax, and you may save by bundling hours into a
package. Alternatively, you can contact us and we can provide you with an estimate for providing hourly service.
There is no pressure at all, and in most cases you can start or stop our relationship at any time.
Do you have any minimums, or do you only work with a specific type of client?
Not at all. Been There Financial Planning can work with families and individuals at any stage of life, including low, medium, and high net worth clients. We work with do-it-yourself investors and clients that prefer support. There are no assets or investment minimums to become a client.
Do you work with clients outside of Ottawa or Toronto?
Been There Financial Planning can work with clients anywhere in Canada. Typically, clients residing outside Ottawa or Toronto meet by video conference or phone. If you live in the Ottawa area, we come to your door, especially if you have a mobility challenge. We are available to meet on Saturdays and Sundays.
Do you offer services in any other language than English?
Currently, financial planning services are offered in English, and we do not provide service in other languages. We are exploring the opportunity of providing service in French or other languages, sometime in the future.
