A PLAN FOR YOUR FUTURE

Business Class is a financial planning service for professionals and families who need guidance and education on financial questions. The most important part of your financial plan is that it is built around you. Our team will work very closely with you throughout the planning process to answer your questions and walk you through the various aspects of a sound strategy to overcome your obstacles and achieve your most important goals.

We can also help you manage your investment in addition to financial planning. We will build a tailored investment portfolio and manage it according to your plan.

Our Financial Planning Process

1. MEETING

We  understand your current situation and where you want to be in the future. We will make a list of your dreams and goals, discuss what keeps you awake at night, and how you deal with financial risks.

2. INFORMATION

We will gather documents, help you sort out the paperwork and organize the information.

3. PLANNING

We will build a plan that will help you achieve your goals. It will not only take into consideration your desires, but other aspects of your life. You will have a map that will give a clear idea what are the necessary steps to be taken.

4. EXECUTION

We will start implementing the recommendations from your financial plan. We will focus on the most pressing matters and make sure the skies are clear for your goals.

5. MONITORING

We will monitor your progress to make sure you are on track. Your situation and the plan will be revised at least annually and any necessary adjustments will be made.

What we can help you with

  • Debt reduction: What steps are necessary to reduce my debt?

  • Education: How can I pay for my loved ones’ education?

  • Risk planning: What is the right insurance strategy for me?

  • Tax planning: How do I minimize my tax expenses?

  • Investments: What is the optimal portfolio for my needs?

  • Retirement: What is the best way to prepare for my future?

  • Estate planning: What is the best way to transfer my estate?

  • … and much more!

What you get

  • 2-3 initial meetings (virtual or in-person) to outline your goals and how we are going to work together.

  • A financial plan with specific recommendations so you can be in control of your financial life.

  • Follow-up calls and emails to make sure the recommendations are being implemented and to learn of any changes in your life (new job, baby on the way…).

  • Quarterly or annual meetings (or none, it’s up to you!).

  • Newsletters with topics that match your interests and needs.

Our Fees

Financial Planning Setup fee

$1,500
  • We will have 2-3 meetings, understand your goals and dreams, gather information, and build your financial plan.

Monthly fee

$150monthly
  • We will monitor your plan, follow-up on the recommendations, and help you to keep on track.

Investment Management

080%annual fee
  • We will build a tailored portfolio to help you achieve your goals.

We are here to help you reach your goals and enjoy a prosperous life!

Let’s Get Started!