A clear monthly money plan
Exactly what should go to spending, saving, investing, debt, and kids, no more guessing every payday.
The Family Wealth Starter
In a few focused conversations, we turn “I hope we’re doing this right” into a calm, structured plan for saving, investing, and protecting your family.
Built for young families in Langley who want their money to finally match the life they’re building.
Is this for us?
If you’re nodding along to a few of these, you’re exactly who this was built for.
What you get
Exactly what should go to spending, saving, investing, debt, and kids, no more guessing every payday.
A simple framework for how to use TFSA, RRSP, RESP, and your mortgage in a way that matches your goals.
A review of your life insurance and risks, so you know your spouse and kids would be okay if something happened.
A simple structure you can follow and adjust as your income and family grow, without becoming a finance nerd.
How it works
We start with a short call to understand your situation, worries, and what “better” looks like for your family.
We outline your cash flow, accounts, and timelines, and walk through a few clear paths with pros and cons.
You get a personalized, step-by-step plan for saving, investing, debt, and protection, designed for real life.
You can execute it on your own, or we can keep working together to put everything in place and adjust over time.
Most families go from “no real plan” to “we know exactly what to do next” in 2-4 meetings.
Questions you might have
Most families move through the process in 2-4 weeks, depending on schedules and complexity.
No. Many families start feeling behind or disorganized. The whole point is to give you structure, not judgment.
Our fees follow the same structure you’d see at a major bank (and are almost always lower). They are always explained upfront. No surprises, no pressure. The first call is simply to understand your needs.
Ideally yes, but many families start with one partner and bring the other in once they see the plan taking shape.