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A plan built around what matters to you most.
We’ll define your values, priorities and goals; review your cash flow, assets, liabilities and existing resources; and model your income needs, goal timing and long-term sustainability. Your plan will bring these pieces together with your investment strategy, time horizon and risk tolerance, while considering insurance, risk management, estate and legacy planning.
Personal Financial Planning — 90-Day Program — $99 CAD
Organize your finances, clarify goals and choose practical next steps with 12 weekly worksheets, worked examples, progress-file save/load and PDF reports.
One-time purchase. Personal advisory guidance is not included; the $2,500 planning package is a separate service.
This package brings your financial priorities together with Susan Wiley’s expertise and personal guidance. Use the steps below to prepare for the planning process.
1. Get ready. After purchase, contact Susan to arrange your first conversation if it is not already booked. Write down your three main priorities and gather the information in the checklist below. You do not need to have every answer before you begin.
2. Build the picture together. Discuss your goals, current finances and questions with Susan. At the start, confirm the scope, meeting schedule, expected timing and follow-up included in your engagement.
3. Review your plan. Work through the assumptions, choices and recommendations with Susan. Ask what each step means for you and how it connects to your priorities.
4. Take the next steps. Leave the review with a clear action list: what needs doing, who will do it and when it should be reviewed. Confirm any implementation work or ongoing service separately.
Goals and priorities: what matters most, target dates and the questions you want answered.
Income and spending: take-home income, regular expenses, debt payments and savings contributions.
Assets and debts: recent summaries of savings, investments, pensions, property, mortgages and other borrowing.
Retirement information: intended retirement timing, pension estimates and available CPP/OAS information, where relevant.
Protection and estate information: insurance coverage summaries, beneficiary information and the dates or locations of existing wills and powers of attorney.
Changes ahead: family, career, health, business or housing changes that may affect your plan.
Use estimates where needed and mark anything you are unsure about. For example: “Can I retire at 62?” or “How can I balance mortgage payments with retirement saving?” Confirm a secure method with Susan before sending personal documents.
A plan built around what matters to you most.
We’ll define your values, priorities and goals; review your cash flow, assets, liabilities and existing resources; and model your income needs, goal timing and long-term sustainability. Your plan will bring these pieces together with your investment strategy, time horizon and risk tolerance, while considering insurance, risk management, estate and legacy planning.
Personal Financial Planning — 90-Day Program — $99 CAD
Organize your finances, clarify goals and choose practical next steps with 12 weekly worksheets, worked examples, progress-file save/load and PDF reports.
One-time purchase. Personal advisory guidance is not included; the $2,500 planning package is a separate service.
This package brings your financial priorities together with Susan Wiley’s expertise and personal guidance. Use the steps below to prepare for the planning process.
1. Get ready. After purchase, contact Susan to arrange your first conversation if it is not already booked. Write down your three main priorities and gather the information in the checklist below. You do not need to have every answer before you begin.
2. Build the picture together. Discuss your goals, current finances and questions with Susan. At the start, confirm the scope, meeting schedule, expected timing and follow-up included in your engagement.
3. Review your plan. Work through the assumptions, choices and recommendations with Susan. Ask what each step means for you and how it connects to your priorities.
4. Take the next steps. Leave the review with a clear action list: what needs doing, who will do it and when it should be reviewed. Confirm any implementation work or ongoing service separately.
Goals and priorities: what matters most, target dates and the questions you want answered.
Income and spending: take-home income, regular expenses, debt payments and savings contributions.
Assets and debts: recent summaries of savings, investments, pensions, property, mortgages and other borrowing.
Retirement information: intended retirement timing, pension estimates and available CPP/OAS information, where relevant.
Protection and estate information: insurance coverage summaries, beneficiary information and the dates or locations of existing wills and powers of attorney.
Changes ahead: family, career, health, business or housing changes that may affect your plan.
Use estimates where needed and mark anything you are unsure about. For example: “Can I retire at 62?” or “How can I balance mortgage payments with retirement saving?” Confirm a secure method with Susan before sending personal documents.