Our Family Financial Planning Package offers a comprehensive, one-time fee service designed for households with two adults managing their finances together.
You’ll receive personalized financial advice and a clear, actionable plan covering all aspects of your family’s financial life, empowering you to make informed decisions for your household’s future.
Kinridge is a virtual flat-fee, advice-only financial planner dedicated to helping Canadian individuals and families achieve their financial goals. We specialize in holistic financial planning and offer personalized retirement plans, legacy and estate strategies, financial management solutions, and more—all designed to provide clarity, confidence, and long-term success.
Advice-Only: We provide the “blueprint” for your future, but we don’t manage your assets or sell products. You get unbiased recommendations and maintain full control of your investments.
All advice-only planners are fee-only, but not all fee-only planners are advice-only; the difference is that an advice-only planner specifically does not manage your assets or charge a percentage of your portfolio.
Simply stated: No.
Getting started is easy! Simply book a 15-minute consultation, and we’ll guide you through the process of selecting a plan and crafting a financial strategy tailored to your needs. Or, purchase the plan that best suits your needs.
A CERTIFIED FINANCIAL PLANNER® (CFP®) is a professional designation awarded by FP Canada. CFP® professionals in Canada have completed rigorous education and experience requirements in financial planning, passed a comprehensive examination, and are required to adhere to FP Canada’s Code of Ethics and Standards of Professional Responsibility.
CFP® professionals are trained to provide comprehensive financial planning advice across areas such as investments, retirement, tax, insurance, and estate planning. When providing financial planning services, CFP® professionals are required to place their clients’ interests first and manage conflicts of interest in accordance with FP Canada’s professional standards.
For more information, see: fpcanada.ca
To find out if our financial consulting services are right for you, book a 15-minute consultation, or contact us directly.
