Book a 1:1 Call with Me - Personal Finances
CA$100
Welcome back! I can't wait to follow up on all of your financial goals!
This 60 minute call will allow us the time to address a handful of topics we've previously covered in a past 1:1 call, but may need a bit of an update or any new topics you'd like to talk about!
The conversations will be tailored to your financial situation, so please fill out the pre-survey that will be emailed to you prior to our session with as much detail as possible in order for me to provide the best possible information during our meeting!
This is a safe, judgement-free, and confidential space and I am grateful you are trusting me to help you.
Note: I am not a financial planner or advisor (CFP/QAFP) and will not be providing investment advice. This will be an educational session to discuss the above topics. I am a Chartered Professional Accountant, so I am qualified in the area of personal tax planning and would be happy to discuss that topic. I do not take on corporate tax clients but am happy to refer you to an accountant who does.
Cancellation/Rescheduling Policy:
Please provide notice at least 48 hours prior to the scheduled time.
If you request to cancel after booking the session (within 48 hours of the scheduled time), you will receive the full amount minus Stripe processing fees.
If the cancellation notice is after 48 hours but before 24 hours, only 50% of the payment will be refunded back to you.
If you cancel within 24 hours of the meeting time, there will be no refunds due to the prep time required on my end. Thank you for understanding.
You may not reschedule more than once.
No Show Policy:
If you are unable to show up to the meeting within 10 minutes of the scheduled start time, you are responsible for the entire payment for the session. This will be considered a no show and sessions are not able to be rescheduled after the appointment time. Thank you for understanding.