Decision Consultations for tough financial choices
Don't take our word for it ...
"I left ... truthfully more confident. I would recommend a [consultation] to anyone looking to become more sophisticated about money."
- Radek Rybicki
- Radek Rybicki
Purpose
The purpose of a Decision Consultation is to provide recommendations that will help you with a specific financial decision. Examples of these include:
1. Should I rent or buy my home?
2. I'd like to learn how to do my own income tax return.
3. How do I get started with investing?
4. Should I pay down debt or contribute to my RRSP?
5. How do I set up a budget and stick to it?
1. Should I rent or buy my home?
2. I'd like to learn how to do my own income tax return.
3. How do I get started with investing?
4. Should I pay down debt or contribute to my RRSP?
5. How do I set up a budget and stick to it?
Process
1. Give us a call at (647) 727-7121. Let's have a quick chat so that we can find out if we are able to help you. If we're a match, then we'll book an in-person consultation.
2. We'll send you a short questionnaire to better understand your needs.
3. Now, we will put together customized content for your consultation.
4. Then, we'll meet for an in-person consultation where you can expect an analysis, recommendations and action steps. This takes about two hours depending on your questions.
5. You have our ear for 30 days. For any follow-up questions, just send us an e-mail and we'll get back to you within two business days.
2. We'll send you a short questionnaire to better understand your needs.
3. Now, we will put together customized content for your consultation.
4. Then, we'll meet for an in-person consultation where you can expect an analysis, recommendations and action steps. This takes about two hours depending on your questions.
5. You have our ear for 30 days. For any follow-up questions, just send us an e-mail and we'll get back to you within two business days.
Pricing
A Decision Consultation costs $400 including taxes. We accept payments by cash and cheque at our in-person meeting or you can choose to pay using PayPal below!
Plethora of questions!
Where? Our Decision Consultations are held in a private boardroom in downtown Toronto, near Spadina & Bloor.
When? We have a selection of weekly time slots available to suit your schedule. Consultations are offered Monday to Saturday at the following times: 10:00 a.m., 1:00 p.m., 4:00 p.m. and 7:00 p.m.
How long? They last approximately two hours, depending on your needs and questions.
Do I need more than one? This depends on your needs. Many Decision Consultation clients are tackling one burning financial decision. If you need a follow-up session on the same decision, ask us for pricing information.
After the consultation, am I on my own? Not at all. We offer a 30-day e-mail support period to answer any of your questions within two business days.
Will I need to reveal personal financial information? We understand that money is a very personal matter. Your personal financial information is only utilized to best customize the content of your consultation. We treat your privacy and the confidentiality of your information very seriously. All clients receive a Statement of Client Confidentiality and Privacy attesting to this commitment.
When? We have a selection of weekly time slots available to suit your schedule. Consultations are offered Monday to Saturday at the following times: 10:00 a.m., 1:00 p.m., 4:00 p.m. and 7:00 p.m.
How long? They last approximately two hours, depending on your needs and questions.
Do I need more than one? This depends on your needs. Many Decision Consultation clients are tackling one burning financial decision. If you need a follow-up session on the same decision, ask us for pricing information.
After the consultation, am I on my own? Not at all. We offer a 30-day e-mail support period to answer any of your questions within two business days.
Will I need to reveal personal financial information? We understand that money is a very personal matter. Your personal financial information is only utilized to best customize the content of your consultation. We treat your privacy and the confidentiality of your information very seriously. All clients receive a Statement of Client Confidentiality and Privacy attesting to this commitment.
Presents, anyone?
A Money Life Skills gift certificate makes for a great present for birthdays, anniversaries or other special occasions.
We'll personalize the gift certificate and send it to you at no additional charge. Request one now!
We'll personalize the gift certificate and send it to you at no additional charge. Request one now!
Take action: set up your consultation today! Contact Neil Jain at (647) 727-7121 or info@moneylifeskills.com.