{"id":219,"date":"2024-02-15T18:02:36","date_gmt":"2024-02-15T18:02:36","guid":{"rendered":"https:\/\/portfolioplanning.ca\/?page_id=219"},"modified":"2024-02-15T19:44:11","modified_gmt":"2024-02-15T19:44:11","slug":"flat-fee-financial-planning","status":"publish","type":"page","link":"https:\/\/portfolioplanning.ca\/flat-fee-financial-planning\/","title":{"rendered":"Flat-Fee Financial Planning"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.24.0″ _module_preset=”default” use_background_color_gradient=”on” background_color_gradient_stops=”rgba(160,160,160,0.45) 0%|rgba(160,160,160,0.45) 100%” background_color_gradient_overlays_image=”on” background_image=”https:\/\/portfolioplanning.ca\/wp-content\/uploads\/2024\/02\/Untitled-design-4.png” parallax=”on” custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.24.0″ _module_preset=”default” background_color=”#1B452F” width=”100%” custom_margin=”350px||||false|false” custom_padding=”35px|35px|35px|35px|false|false” animation_style=”slide” animation_direction=”bottom” border_radii=”off|25px|25px||” border_width_all=”2px” border_color_all=”#1B452F” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.0″ _module_preset=”default” header_text_color=”#FFFFFF” header_font_size=”45px” header_2_font_size=”45px” global_colors_info=”{}”]<\/p>\n

Flat-Fee Financial Planning<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.24.0″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.0″ _module_preset=”default” text_font_size=”19px” text_letter_spacing=”1px” global_colors_info=”{}”]<\/p>\n

Our flat-fee financial planning service is designed to provide clear, comprehensive, and unbiased financial advice to individuals, households, and corporations. With a straightforward fee structure, our approach ensures that our interests are fully aligned with yours, offering a simplified and transparent<\/strong> path to your financial goals.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”\/contact” button_text=”Contact Us” button_alignment=”center” _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.24.0″ _module_preset=”default” width=”100%” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.24.0″ _module_preset=”default” background_color=”#56BB78″ custom_padding=”15px|15px|15px|15px|false|false” border_radii=”on|25px|25px|25px|25px” global_colors_info=”{}” transform_styles__hover_enabled=”on|hover” transform_scale__hover_enabled=”on|hover” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop” transform_scale__hover=”110%|110%”][et_pb_blurb title=”Transparent Pricing” image=”https:\/\/portfolioplanning.ca\/wp-content\/uploads\/2024\/02\/Untitled-design-31.jpg” _builder_version=”4.24.0″ _module_preset=”default” header_font=”|||on|||||” header_text_align=”center” header_text_color=”#FFFFFF” body_text_color=”#FFFFFF” border_radii_image=”on|15px|15px|15px|15px” global_colors_info=”{}”]<\/p>\n

Enjoy peace of mind with a flat-fee structure that promotes transparency and trust, eliminating any concerns about hidden costs or commission-based advice.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.24.0″ _module_preset=”default” background_color=”#56BB78″ custom_padding=”15px|15px|15px|15px|false|false” border_radii=”on|25px|25px|25px|25px” global_colors_info=”{}” transform_styles__hover_enabled=”on|hover” transform_scale__hover=”110%|110%” transform_scale__hover_enabled=”on|hover” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop”][et_pb_blurb title=”Holistic Financial Management” image=”https:\/\/portfolioplanning.ca\/wp-content\/uploads\/2024\/02\/Untitled-design-32.jpg” _builder_version=”4.24.0″ _module_preset=”default” header_font=”|||on|||||” header_text_align=”center” header_text_color=”#FFFFFF” body_text_color=”#FFFFFF” border_radii_image=”on|15px|15px|15px|15px” global_colors_info=”{}”]<\/p>\n

Our integrated service combines personal and business financial planning, offering a unified strategy that covers all aspects of your financial life.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.24.0″ _module_preset=”default” background_color=”#56BB78″ custom_padding=”15px|15px|15px|15px|false|false” border_radii=”on|25px|25px|25px|25px” global_colors_info=”{}” transform_styles__hover_enabled=”on|hover” transform_scale__hover=”110%|110%” transform_scale__hover_enabled=”on|hover” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop”][et_pb_blurb title=”Customized Solutions” image=”https:\/\/portfolioplanning.ca\/wp-content\/uploads\/2024\/02\/Untitled-design-33.jpg” _builder_version=”4.24.0″ _module_preset=”default” header_font=”|||on|||||” header_text_align=”center” header_text_color=”#FFFFFF” body_text_color=”#FFFFFF” border_radii_image=”on|15px|15px|15px|15px” global_colors_info=”{}”]<\/p>\n

Tailored strategies to meet your unique needs, from managing debt and optimizing retirement cash flow to tax planning and estate management.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.24.0″ _module_preset=”default” width=”100%” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.24.0″ _module_preset=”default” background_color=”#56BB78″ custom_padding=”15px|15px|15px|15px|false|false” border_radii=”on|25px|25px|25px|25px” global_colors_info=”{}” transform_styles__hover_enabled=”on|hover” transform_scale__hover=”110%|110%” transform_scale__hover_enabled=”on|hover” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop”][et_pb_blurb title=”Expert Guidance” image=”https:\/\/portfolioplanning.ca\/wp-content\/uploads\/2024\/02\/Untitled-design-35.jpg” _builder_version=”4.24.0″ _module_preset=”default” header_font=”|||on|||||” header_text_align=”center” header_text_color=”#FFFFFF” body_text_color=”#FFFFFF” border_radii_image=”on|15px|15px|15px|15px” global_colors_info=”{}”]<\/p>\n

Access to experienced financial planners who provide personalized advice and strategies to help you maximize your income and achieve your financial objectives.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.24.0″ _module_preset=”default” background_color=”#56BB78″ custom_padding=”15px|15px|15px|15px|false|false” border_radii=”on|25px|25px|25px|25px” global_colors_info=”{}” transform_styles__hover_enabled=”on|hover” transform_scale__hover=”110%|110%” transform_scale__hover_enabled=”on|hover” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop”][et_pb_blurb title=”Ongoing Support” image=”https:\/\/portfolioplanning.ca\/wp-content\/uploads\/2024\/02\/Untitled-design-34.jpg” _builder_version=”4.24.0″ _module_preset=”default” header_font=”|||on|||||” header_text_align=”center” header_text_color=”#FFFFFF” body_text_color=”#FFFFFF” border_radii_image=”on|15px|15px|15px|15px” global_colors_info=”{}”]<\/p>\n

Benefit from continuous support and advice with three months of post-delivery assistance, ensuring you have the guidance needed to implement your plan effectively.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.24.0″ _module_preset=”default” background_color=”#56BB78″ custom_padding=”15px|15px|15px|15px|false|false” border_radii=”on|25px|25px|25px|25px” global_colors_info=”{}” transform_styles__hover_enabled=”on|hover” transform_scale__hover=”110%|110%” transform_scale__hover_enabled=”on|hover” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop”][et_pb_blurb title=”Adaptable Planning” image=”https:\/\/portfolioplanning.ca\/wp-content\/uploads\/2024\/02\/Untitled-design-36.jpg” _builder_version=”4.24.0″ _module_preset=”default” header_font=”|||on|||||” header_text_align=”center” header_text_color=”#FFFFFF” body_text_color=”#FFFFFF” border_radii_image=”on|15px|15px|15px|15px” global_colors_info=”{}”]<\/p>\n

Our process is dynamic, allowing for adjustments to your financial plan as your life and goals evolve, ensuring long-term relevance and effectiveness.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.24.0″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.0″ _module_preset=”default” text_font_size=”19px” text_letter_spacing=”1px” global_colors_info=”{}”]<\/p>\n

From the initial consultation to plan implementation, our process is designed to be collaborative and responsive to your needs. We start by understanding your financial goals, then gather detailed information to develop a customized plan. After reviewing and fine-tuning this plan with you, we guide you through implementation, offering ongoing support and management options to keep you on track.<\/p>\n

Choose a financial planning partner committed to your success. Our flat-fee service ensures you receive tailored, comprehensive advice to navigate your financial journey confidently. Embark on a path to financial clarity and security today\u2014reach out to us for a consultation.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/outlook.office365.com\/owa\/calendar\/PortfolioFinancialConcierge1@portfolioplanning.ca\/bookings\/” button_text=”Book A Meeting” button_alignment=”center” _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.24.0″ background_color=”#1B452F” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.24.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”3_5″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_image src=”https:\/\/portfolioplanning.ca\/wp-content\/uploads\/2024\/02\/Untitled-design-8.png” title_text=”Untitled design” _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.0″ _module_preset=”default” header_text_color=”#56BB78″ custom_margin=”35px|||||” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

Unlock The Secrets To Financial Success<\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=”4.24.0″ _module_preset=”default” text_text_color=”#FFFFFF” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

Discover expert tips and strategies to create a budget, invest wisely, and protect your wealth. Whether you\u2019re just starting out or looking to take your finances to the next level, our guide has got you covered. Simply enter your email address now to receive your free copy and start your journey to financial freedom today!<\/p>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/mailchi.mp\/9866831275d0\/get-your-free-guide” url_new_window=”on” button_text=”Download” button_alignment=”center” _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

Flat-Fee Financial PlanningOur flat-fee financial planning service is designed to provide clear, comprehensive, and unbiased financial advice to individuals, households, and corporations. With a straightforward fee structure, our approach ensures that our interests are fully aligned with yours, offering a simplified and transparent path to your financial goals.Enjoy peace of mind with a flat-fee structure […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"_links":{"self":[{"href":"https:\/\/portfolioplanning.ca\/wp-json\/wp\/v2\/pages\/219"}],"collection":[{"href":"https:\/\/portfolioplanning.ca\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/portfolioplanning.ca\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/portfolioplanning.ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/portfolioplanning.ca\/wp-json\/wp\/v2\/comments?post=219"}],"version-history":[{"count":5,"href":"https:\/\/portfolioplanning.ca\/wp-json\/wp\/v2\/pages\/219\/revisions"}],"predecessor-version":[{"id":284,"href":"https:\/\/portfolioplanning.ca\/wp-json\/wp\/v2\/pages\/219\/revisions\/284"}],"wp:attachment":[{"href":"https:\/\/portfolioplanning.ca\/wp-json\/wp\/v2\/media?parent=219"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}