À La Carte
Your financial foundation starts with how your money is managed. From daily spending to prioritizing your goals to investing in your future, we can help you maximize the benefits of what you have…so what you have goes further.
Our cash management services may be bundled or served à la carte to ensure we work together on exactly what you need. Options include:
- Clarifying financial objectives
- Preparing current net worth statements
- Analyzing cash inflows (employment income, investment income, gifts, inheritances, windfalls, disposition of assets)
- Analyzing cash outflows (non-discretionary versus discretionary expenses)
- Assessing debt financing alternatives
- Recommending debt restructuring strategies
- Planning debt reduction
- Outlining savings strategies
- Advising on excess cash investments
$350 per hour + HST (minimum 1 hour)
Basic 10-year Cash Management Projections
Specially designed for young professionals and families with straightforward finances, this S & K signature service works to better your financial position over the next decade.
We’ll review your current finances and financial goals, then create a year-by-year road map – complete with benchmarks – to take you all the way.
Your tailor-made projections will include your yearly:
- Income and expenditures
- Estimated income taxes payable
- Debt reduction capabilities
- Additions to and withdrawals from your investment portfolios
- Estimated future portfolio values
$2,500 + HST (for individuals and couples)