Single Session

Need something specific? Schedule a single session that answers your most pressing financial question. Includes two (2) calls and a custom evaluation and plan. C$450 (tax included).

How it works:

1

Initial Call

Share your most pressing concerns in an open and safe environment. All calls and information are held strictly confidential. We're here to listen. 

2

Evaluation and Recommendation

A detailed evaluation and written plan with step-by-step actionable items to implement so we can ease your concerns and work towards your desired results. 

3

Follow-Up Call

We will discuss the evaluation and plan in details. Any questions or concerns will be addressed to ensure you are comfortable and confident with the plan and actionable items. 

Disclaimer: The Sassy Investor does not provide investment advisory services, including stock advice or recommendations. The Sassy Investor is an education platform and financial coaching company engaged in the services of educating and facilitating individuals in the areas of financial planning. Articles, commentaries, presentations, investment plans and other content provided by The Sassy Investor on or through the Website are for illustrative or educational purposes only and do not constitute investment, legal or tax advice, or an offer to buy, sell or hold any security. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.