Secure Your Future with Our Certified Financial Planners
Private Client Partnership
Ongoing Guidance, Accountability & Support.
Financial planning doesn't end when your plan is complete. Our Private Client Partnership provides continued guidance, personalized support, and accountability to help you stay on track, navigate life's changes, and move forward with financial confidence.
Eligibility: Available following completion of ADHD Financial Coaching or Behavioral Financial Planning, or by invitation.
Continued financial guidance for clients who want ongoing support, accountability, and assistance navigating financial decisions as life changes.
Who It's For
Clients who have completed ADHD Financial Coaching
Clients who have completed Behavioural Financial Planning
Individuals seeking continued guidance and accountability
Clients who value ongoing support as their financial needs evolve
What's Included
Essential Partnership
Quarterly planning check-ins
Email support
Priority scheduling
Accountability support
Enhanced Partnership
Monthly planning check-ins
Ongoing accountability support
Enhanced access and guidance
Priority scheduling
Essential Partnership
$138.46
Biweekly equivalent
Total: $300/month
Enhanced Partnership
$230.77
Biweekly equivalent
Total: $500/month