Our Financial Planning Services
How We Can Help You
What Does a Financial Planner Do?
As a Fee-Based Financial Planner, my primary role is to create the context of your financial questions.
I build “what-if” models that help us guide your decision-making process.
These financial projections and comparative scenarios can help us identify the actions which will give you the best results based on your personal financial situation.
Financial Planners Help Answer Questions Like These:
How much should I be saving? or Am I saving enough for my retirement goals?
How do I protects my money? or Are there guaranteed investments?
Where should I be investing? or What’s the best investment for me?
When can I retire? or Do I have enough to retire?
Do I really need A life Insurance policy? Should I keep my life insurance?
Can I afford to pay for my kids college education?
Most of these questions require far more information and comparisons than most people can analyze themselves.
Answering these questions requires us to look years or decades into the future and create “what-if” scenarios based on probability and data you provide.
There are dozens of moving pieces that could make the right answer today, wrong tomorrow so our goal is to give you your best shot.
We Can Help You Build You Financial Plan Through the Following Options
Hourly Consulting
Comprehensive Financial Plans
Free Learning Centre
Hourly Consulting
Hourly Consulting is Perfect for those who are seeking unbiased advice for specific areas of concern. It’s designed for individuals and families who are looking for a simple plan for a particular financial issue.
If you need someone to check on the work you’ve done so far or get a second opinion on advice you’ve received, book a consultation now.
The "ARMED" Comprehensive Financial Plan
A Complete Fee-Only Financial Planning Service
The Armed Financial Planning Method is our signature financial planning process. By taking you through the Armed Method, you co-create a comprehensive financial plan which will help you maximize your wealth regardless of your stage of life. We’ve created programs for the following scenarios.
Foundation Builder: Individuals who are serious about building wealth but are just getting started. The foundation builders program focuses on establishing lasting financial habits, creating cash flow and managing debt, organizing financial documents, maximizing wealth and establishing congruent financial values for couples and young families.
Retirement Rocket: This comprehensive program is designed to maximize your retired life, whether that looks like a beachside paradise or an encore career. It is best suited for individuals and couples who are 5 to 10 years away from retirement and are looking to enjoy retirement and stay retired.
Wealth Watch: This is designed to help those who have wealth, keep it. You’ve worked hard for it, and now it’s time to make sure your assets work harder for you than anyone else.
Though we would tackle each area in varying degrees, the Armed Method would cover the following areas of your financial life.

Goal Setting and Life Planning

Cash-Flow and Debt Management

Investment Planning

Retirement Planning

Education Planning

Risk Protection and Insurance Planning

Charitable Giving and Estate Planning

Education Planning

Tax Planning
ARMED+ Wealth Management
All of the services included in our ARMED Comprehensive financial plan but we help you implement the recommendations. We create an investment strategy based on a personalized “investment policy statement”.
We will manage your investment assets under an ongoing assets under administration fee.
The Learning Centre
The Learning Centre.
The Learning Centre is a library of blogs, podcasts and educational videos designed to teach you everything you wish you learned about money in school or from your parents.
Pricing For Our Fee For Service Offerings
Choose the model that works best for your financial situation.
Hourly Consulting
Perfect for specific questions and second opinions.-
Debt Management and Cash-flow Planning
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Retirement Planning
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Tax-Planning
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Portfolio Review
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Estate Planning
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Education Planning
The ARMED Comprehensive Financial Plan
We Use Our Signature Method to Craft a Financial Plan Tailored to You and Your family.-
Debt Management and Cash-flow Planning
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Retirement Planning
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Tax-Planning
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Portfolio Review
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Estate Planning
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Education Planning
The ARMED+
Everything Included In the Armed Plan plus ongoing wealth management-
Debt Management and Cash-flow Planning
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Retirement Planning
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Tax-Planning
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Portfolio Review
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Estate Planning
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Education Planning
Self-Serve
Use Our Resources as Informational Guides.-
Debt Management and Cash-flow Planning
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Retirement Planning
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Tax-Planning
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Portfolio Review
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Estate Planning
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Education Planning
Want to Get started?
Work With a Fee Based Financial Planner In Calgary.

If you’ve always wanted to take charge of your finances but life has just gotten in the way, you might just need a little help.
I’m a Calgary based Certified Financial Planner and I’ve been helping Calgarians build and protect wealth since 2012.
Book a complimentary financial fitness session with me by clicking the button below.