Working With Me
Fee-Only Advanced Financial Advice
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Mission: to assist clients at any age and provide cost-effective services as they move through different stages of life.
Is management of your money improving your lifestyle?
Is management of your money improving your lifestyle?
My primary service offers comprehensive or modular financial planning to meet individual needs of mass affluent households.
My primary service offers comprehensive or modular financial planning to meet individual needs of mass affluent households.
Fee-Only Advanced Financial Advice
I do not sell any financial products.
I do not sell any financial products.
Looking at the years ahead, how would you want your lifestyle to look like so that you realize a sense of well-being, that progress in made, and freedom is available to live how you desire?
Looking at the years ahead, how would you want your lifestyle to look like so that you realize a sense of well-being, that progress in made, and freedom is available to live how you desire?
✔️Your comprehensive (intensive) financial plan is a six-step process that is ongoing and assists you in making well-informed decisions about your money. It includes taking a close look at your current financial situation, setting short-, medium-, and long-term goals, and developing a plan to achieve those goals. This 'comprehensive' more-intensive financial planning approach is $1895 + HST. I will continue to assist you for as long as you wish to work with me at O'Keefe Wealth Partners Inc.
✔️Your modular (less-intensive) financial plan is where one will choose a goal-based approach that will focus on up to three steps but not all six. We discuss short-term, mid-term, and long-term goals, investment strategies, and tax planning strategies. This 'modular' less-intensive financial planning approach is, therefore, a less expensive fee of $895 + HST.
At the first meeting, 50% of the planning fee is to be paid. The remainder of the fee will be paid when the plan is delivered to you.
✔️Your comprehensive or modular financial plan will entitle you to also receive a 15% discount on a purchase from Willful.
🔹Your individual needs may require the services of financial professionals outside the firm. i.e. lawyer, life insurance advisor, tax accountant. If you choose to obtain additional services provided by financial professionals outside the firm, you will be responsible for their additional fees.
What will the financial planning process look like?
1️⃣ You will make the initial contact with me via email, telephone, or in person.
2️⃣ We will schedule an initial virtual or in-person meeting to gather information, discuss your goals, concerns, and opportunities. We will examine my Value Proposition for you to consider whether my services may be the proper fit to achieve your financial objectives. This initial virtual or in-person meeting is complementary.
3️⃣ When we get started we will have a second virtual or in-person meeting and have a conversation to confirm goals and concerns, assumptions, and prioritize tasks. We will then sign a Letter of Engagement to define the scope and character of our working relationship. We will then begin to create your comprehensive or modular financial plan.
4️⃣ We will have a third virtual or in-person meeting where your Comprehensive or Modular Financial Plan is presented. Depending on which plan you choose we will focus on short-term, medium-term, and long-term goals and how to achieve them. Areas of focus may be net worth and cash flow analysis, risk management, retirement planning, asset management, tax planning, and estate planning. Your comprehensive or modular financial plan will have an action plan (checklist) attached. Please use this opportunity to ask me any questions about the plan.
5️⃣ If additional virtual or in-person meetings are required to review your financial plan or discuss other financial planning concerns, we will have them.
6️⃣ I will assist you with advice to implement your financial plan and start to achieve your financial goals.
7️⃣ We will make updates when your personal or financial situation changes and meet for an update at least each year. You may choose to have additional meetings if you prefer. I look forward to working together in the years ahead!
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