Student Financial Planning and Counseling Services

We will book a time and meet you at a location that works for you in the Greater Victoria area.

During the consultation we will build and customize your unique Cash Dash spreadsheet. We will show you your financial future for up to a year. This is an incredibly powerful experience.

We will discuss your financial situation and discuss your goals and what steps it will take to achieve them . After the consultation, we will support you for the rest of the month via phone or email to ensure you are getting the most out of your service.

Student sessions typically take a little longer due to the volume of strategy and advice. We prefer not to rate against time as we feel the job is done when it is done and the client is satisfied.


Fee: $125 per student