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Financial Plan Checkup

$1,250 + TAX

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Our Financial Plan Checkup gives you a clear, professional review of your current financial plan. We look at the details, identify gaps, and provide practical steps to improve and optimize.

You’ll get personalized recommendations that help grow your money, minimize fees, and make sure your plan works for your goals.

It’s a good fit if:

  • You’ve built your own financial plan and want a professional review
  • Your plan hasn’t been updated in years
  • You’re unsure if it covers all the key areas like retirement, insurance, estate, and tax

Financial Planning Features

  • Plan completeness check
  • Validation of assumptions
  • Tax optimization review
  • Risk management review
  • Investment alignment
  • Goal alignment
  • Estate planning gap analysis

Plan Package Features

  • 1-hour financial plan review meeting
  • Financial Plan Checkup scorecard with recommendations

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Your future starts with a simple step. Start planning now.
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FAQ

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.

  • Flat-Fee: You pay a clear, set price for our expertise. Your fee is based on the complexity of your plan, not a percentage of your savings.

  • 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.

The right plan depends on your unique goals. Whether you’re focused on retirement, family planning, or building a legacy, our team will work with you to determine the best solution for your financial future.

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.

More Plans

Icon - Individual Plan Package

Individual Plan Package

A one-time, personalized financial plan designed to help you move forward with clarity and confidence.
$2,500 + TAX
Icon - Family Plan Package

Family Plan Package

A one-time financial planning service tailored to align and support your family’s shared financial goals.
$3,500 + TAX
Icon - Annual Plan Package

Annual Plan Package

A flexible, year-round planning service offering ongoing support for evolving financial needs and priorities.
$3,500 or $4,500 + TAX
Icon - Portfolio Health Check

Portfolio Health Check

A focused analysis of your investments with recommendations to improve performance and reduce unnecessary fees.
$1,250 + TAX
Icon - Money Mentoring

Money Mentoring

One-on-one coaching to help you build healthy money habits and gain clarity around your financial decisions.
$500 + TAX
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