Personal Financial Analysis Call
Looking For a second opinion?
If you’re currently managing your own finances and feeling comfortable with it, then hats off to you. This can be a really daunting topic, especially given how big of an impact it has on your life.
You may feel equipped enough to manage the day-to-day, but might be wondering if you’re on the right track. That’s when it can be really helpful to get advice from a professional.
HI, I’M DREW
I’m passionate about demystifying personal finance and helping people like you build effective money management habits. I’m a fan of a simple, no-nonsense approach; explaining complex financial topics in plain language and helping you understand how you can use these tools to better your life.
I’m a firm believer that managing your own investments is a completely realistic goal for many Canadians. If you take the time to learn, you can definitely manage things effectively using low cost, internationally diversified funds.
If you think you already have a pretty good handle on your personal finances, but you’re looking for a professional, unbiased second opinion, then you might be interested in my Personal Financial Analysis Call service.
PERSONAL FINANCIAL ANALYSIS CALL
This could be a good fit if you are:
Self-managing your finances, but are looking for a professional second opinion to let you know if you’re on the right track
Comfortable managing your finances today, but are unsure of how to plan for a major upcoming milestone like purchasing a house or starting a family
Thinking through specific questions for your situation, like how to prioritize tax-advantaged investment accounts
Included in this service:
A 1:1 discussion with a licensed professional to chat through your specific situation and ask your burning questions.
You’ll fill out an intake questionnaire to provide me with data on your current financial plan, investments and upcoming milestones. I’ll then take a look at your situation and create a concise report outlining your trajectory, with tailored recommendations for optimizing your finances to help you reach your goals.
During our discussion, I’ll provide:
Investment Portfolio Analysis: a report that analyzes the quality of each of your holdings and compares their performance against key benchmarks
Financial Plan Analysis: insight into your net worth and retirement income projections, given your current savings rate and financial plan
Upcoming Milestones Roadmap: a concise list of action items to be aware of when approaching a key financial milestone like buying a home or starting a family
Tailored Next Steps: detailed recommendations based on your current financial plan and investment portfolio
Book a Personal Financial Analysis Call with Me | $349 CAD
“Drew’s knowledge, advice and open-minded thinking makes him an amazing Personal Finance Coach. Together, we developed a clear financial roadmap related to my goals that has helped relieve financial stressors so that I can gain more knowledge and confidence to invest. I highly recommend working with Drew!”