Planning Packages

Affordable service, no matter your financial situation

Rise Above Finance offers services that are suitable for anyone, at any stage in life, in all types of financial situations. We serve individuals, families, and business - providing the best options and advice in managing your finances as you journey with Christ. 

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Packages

INDIVIDUALS & FAMILY

Finance 101: $400

Cashflow/Debts/Investments/Goal Planning

 

Family Planning: $1000

Wedding, Family Protection, Children, Home Buying, Investments, Family Goals
 

RETIREMENT & ESTATE

​Consultation: $150/hour

 

Retirement Planning: $1500+

Pension/RRSP/Gov Benefits review, Retirement needs & goals projections & strategy

 

Estate Planning: $2000-3000+

Estate Analysis, Will/Power of Attorney Review, Inter generational Wealth Transfer & Asset Planning, Tax Efficiency Solutions Strategy

BUSINESS & CORPORATE

Small Business Consulting: $250/hour

 

Corporate Group Benefits: $1000+

Group Benefits Review, Health & Dental Insurance, Group Retirement Services Implementation

 

Corporate Planning: $2000+

Share Holders Agreement/Buy Out, Business Overhead Analysis, Capital Dividend Withdrawal Strategy
 

 

Monthly Retainer Options

Starting rates at: 

INDIVIDUAL

$25 per month

 

FAMILY

$40 per month

CORPORATE

$200 per month