Fee-Only Financial Planning
Specialized Planning 

Do you feel like you are getting financial planning advice from someone who is going to make a commission and then forget all about you? We have an upfront charge for our plans that include a year's worth of advice. 

Fee-only financial planning focuses on what you currently have for products and what long-term strategies will work best for you. 

If free opinions and advice worked, you wouldn’t still be looking for answers....

Our Process

1. Initial Consultation
Firstly, the objective of an initial consultation is for us to get to know each other. We will introduce our team and learn about your situation – your financial goals, needs and pain points. This is our opportunity to see if working together is a fit for both parties. 
2. Current Financial Snapshot
Secondly, we will use the takeaways from our first meeting to analyze your unique situation and create an initial financial plan and base recommendations.​
3. Initial Plan Review & Recommendations
Next, we will meet again to discuss our recommendations and review the plan together. This provides a great opportunity to ask any questions regarding your plan. We will also decide on the base strategy and immediate action steps.
4. Financial Blueprint & Execution Plan
Lastly, we will put together your detailed financial blueprint with a plan to execute on the next steps. Your blueprint and execution plan will be reviewed as required throughout each life event and major change in your financial status. Our goal is to build a personal and long-term relationship with you and your family for generations to come. For this reason, it’s important to notify us of any life changes so applicable adjustments can be made to your blueprint and overall strategy.
For more information on credentials and experience or to inquire about custom programs
please contact us at info@jlstaufferfinancial.ca