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.
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