We believe in transparency and have outlined a range of fees for the different services we provide. Contact us for a custom quote.

 

 

We want the planning and advice that you receive to be focused solely on your own best interests. We believe that there is an inherent conflict when advice and third-party compensation, such as commissions, affiliate income, and product sales are part of your advisor’s compensation. For that reason, the only income we receive for the plans and advice we provide is our planning fees.

Financial Planning

For individuals and families with corporations, trusts and/or cross-border considerations
Ranging from $7,000 - $15,000
  • Retirement, financial freedom, legacy and estate planning
  • Education and launching planning for the next generation
  • Cross-border planning for US persons in Canada
  • Corporate and trust planning

Annual Financial Plan Review

For individuals and families who have an existing Spring Financial Plan
Ranging from $1,600 - $3,000
  • Yearly support for your financial planning
  • Review and tweaks to ensure your plans continue to align with your life as it changes and the world changes around you

Annual Income Planning

For individuals and families with corporations, trusts and/or cross-border considerations who have an existing Spring Financial Plan
Ranging from $2,550 - $4,500
  • Annual Plan Review plus
  • Adjustments to current calendar year income to manage income taxes
  • Review next year spending & sources of income plan
  • Collaboration with your accounting and investment team

Active Business Support

For established active businesses
Starting at $8,400
  • Business Organization and Strategy Review
  • Vision & Continuity Strategy Planning Session
  • Summary of Vision, Strategy, Next Steps
  • Coordination & collaboration with your external advisory team and key stakeholders

Ongoing Active Business Support

For Businesses who have an existing Business Support Plan
Starting at $1,500
  • Quarterly / Bi-Annual / Yearly support for your ongoing business plan
  • Strategic, Vision, and Continuity review to ensure your originally set plan aligns with your current goals
  • Coordination & collaboration with your external advisory team and key stakeholders

Family Support

For multi-generational families with shared assets, companies, and goals
Starting at $8,400
  • Multi-generational family business and wealth planning
  • Individualized Values and Education Sessions
  • Facilitated Family Meetings
  • Reporting & Summaries with clear action plans
  • Coordination & collaboration with your external advisory team and key stakeholders

Ongoing Family Support

For multi-generational families with existing Family Support plans
Starting at $1,900
  • Customized individualized support to family members
  • Yearly / Biennial (every 2 years) Facilitated Family Meetings to update and expand
  • Reporting & Summaries with clear action plans
  • Coordination & collaboration with your external advisory team and key stakeholders