Financial Plans for every stage of life
Whether you’re planning for yourself or your household, we have a financial plan package that’s right for you.
Individual Plan Package
Our Individual Financial Planning Package offers a comprehensive, one-time fee service to address your unique financial goals and needs.
This package is perfect for individuals seeking tailored financial guidance.
We provide a clear, actionable plan covering all aspects of your financial life, empowering you to make informed decisions.
$2,500
+ TAX
Financial Planning Features
- Financial Goal and Priority Setting
- Financial Management: Net worth and cash flow planning, management strategies
- Liabilities and Credit Assessment
- Education Savings Strategies
- Comprehensive Retirement Planning: Savings and income projection
- Risk Management: Financial risk assessment and strategies
- Investment Planning: Portfolio review and asset strategy
- Estate and Power of Attorney Planning
Plan Package Features
- Plan Presentation
- Copy of the Full Written Plan
- Financial Plan Quick Reference: One-page reference to key plan details
- 90-Days of Email Follow-Up: Including one 30-minute call
Family Plan Package
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.
$3,500
+ TAX
Financial Planning Features
- Complete financial planning for a family of 2 adults
- Financial Goal and Priority Setting
- Financial Management: Net worth and cash flow planning, management strategies
- Liabilities and Credit Assessment
- Education Savings Strategies
- Comprehensive Retirement Planning: Savings and income projection
- Risk Management: Financial risk assessment and strategies
- Investment Planning: Portfolio review and asset strategy
- Estate and Power of Attorney Planning
Plan Package Features
- Plan Presentation
- Copy of the Full Written Plan
- Financial Plan Quick Reference: One-page reference to key plan details
- 90-Days of Email Follow-Up: Including one 30-minute call
Annual Plan Package
Our Annual Financial Planning Package offers a flexible, retainership-based service for individuals and families.
- Same Financial Planning Features and Plan Package Features as the Individual Plan Package or Family Plan Package
- Plus: monthly 1-hour meetings, ongoing email financial advice support, and small financial plan modifications as needed throughout the year.
- Book a 15-minute consultation call to discuss the details of this plan further.
FAQ
What is Kinridge?
Kinridge is a virtual financial planning service 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.
What is fee-only, advice-only financial planning?
‘Fee-only, advice-only’ means we offer holistic financial planning for an up-front, flat fee. Providing you with financial planning advice, without trying to sell you investment or insurance products.
How do I get started?
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 suites your needs.
Which plan is right for me?
What is a CERTIFIED FINANCIAL PLANNER® professional?
A CERTIFIED FINANCIAL PLANNER® or CFP® is a professional designation awarded by FP Canada. CFP® professionals in Canada have completed rigorous education and training in financial planning, passed a comprehensive examination, and adhere to high ethical standards. They are qualified to provide holistic financial advice on investments, retirement, taxes, and estate planning. Importantly, CFP® professionals are fiduciaries, meaning they are legally obligated to act in their clients’ best interests.
For more information, see: fpcanada.ca
Is a Kinridge Financial Plan right for you?
To find out if our services are right for you, book a 15-minute consultation, or contact us directly.
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