• Download our Financial Planning Review questionnaire and complete it prior to our initial meeting. (If you are unable to provide a proper breakdown of your lifestyle expenses we will assist by assessing your credit card and bank statements (12 months) for an additional fee.)
  • Call or email us to schedule a meeting time either in person or by phone.
    tel: 416.497.3590 or fill out our contact form.
  • Our initial meeting normally will take 1 ½ hours. We ask that you bring with you your completed questionnaire, your tax returns and financial statements (if applicable). (We may ask you to bring additional information to the initial meeting (i.e. Insurances, Wills, Powers of Attorney, details relating to your Other Investments and Debt Obligations, etc. If not at the initial meeting we will ask for this additional information following our meeting.)

We will review your completed questionnaire at our meeting and discuss an action plan to address your concerns.

  • Following our initial meeting we will provide a Letter of Engagement outlining our role, responsibilities and costs.
  • We will coordinate a meeting to review our analysis and draft financial plan derived from the materials provided and perhaps from some additional phone or email discussions.

At our meeting we will discuss the important themes and make the necessary revisions to provide a complete and accurate Comprehensive Financial Planning Report.

  • We will coordinate a meeting to review our completed Comprehensive Financial Planning Report and to discuss the implementation steps necessary to correct and improve your financial plan and management.
  • Once your financial plan is fully implemented we will coordinate a review depending on what is deemed necessary and practical.

“Daniel is a straight-up person, whose advice is based on careful analysis and willingness to face facts. He hasn’t always agreed with our other advisors, but has never tried to push his point of view: only to provide us with what we need to know to make informed decisions. And he isn’t always right: but he’s right often enough that when we don’t follow his advice we usually regret it.”

Dr. Harry Arthurs, Retired Professor of Law