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Initial consultation is FREE. https://images.squarespace-cdn.com/content/v1/62212d07b4dc60326c38cc1e/c89564f9-3a4c-4909-bc5d-48e01f5877b2/pexels-ivan-samkov-4491918.jpg Home - Make it stand out Services We offer services such as budgeting, retirement planning and estate administration through professional solutions. https://images.squarespace-cdn.com/content/v1/62212d07b4dc60326c38cc1e/66f75a2b-428d-4dc0-9e11-1a0dced8cde0/pexels-tima-miroshnichenko-6474493.jpg Home - Make it stand out About Us It is our obligation that our Clients have a detailed comprehensive financial plan which aligns with their personal goals. https://www.cyfinances.ca/about daily 0.75 2022-08-28 https://images.squarespace-cdn.com/content/v1/62212d07b4dc60326c38cc1e/980d0cc7-7db1-4c8a-aca5-38f31f41dc3f/CYF_Draft3_Outlines-01.jpg About - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62212d07b4dc60326c38cc1e/43f3e2bd-fc56-4e34-a1cd-1442cca32ea9/CYF+PC+Picture+2.jpg About - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cyfinances.ca/services daily 0.75 2023-08-27 https://images.squarespace-cdn.com/content/v1/62212d07b4dc60326c38cc1e/fd5e23e1-bb21-4796-abcf-6f677f67d606/pexels-pixabay-534220.jpg Services - Construction This is where the magic happens. During the subsequent meeting after the introductory consultation, CYF will go through all aspects of your finances. The following topics will be discussed: Budgeting Retirement/Financial Independence Planning Estate Planning Charitable Planning Education Planning DIY Investment Strategy Real Estate Analysis Debt Analysis/Mitigation Insurance Analysis Personal Finances Optimization After the meeting, CYF will construct a full financial plan and provide recommendations in line with your original blueprint. https://images.squarespace-cdn.com/content/v1/62212d07b4dc60326c38cc1e/6e9ce8a3-7bdb-47b2-ba23-5bae04105c74/pexels-alena-darmel-7642000.jpg Services - Handover Once Construct Your Finances hands over the keys to your new financial plan, we ensure that any questions or concerns thereafter are answered. With our monthly retainer payment structure, you can connect with us anytime with any changes to the plan! We encourage our Clients to ask questions while the plan is implemented without concern of unanticipated invoices. https://images.squarespace-cdn.com/content/v1/62212d07b4dc60326c38cc1e/2fc18719-8f78-4158-99c0-53a6a772f7ea/pexels-thirdman-8470810.jpg Services - Blueprint The Blueprint is compiled during the introductory consultant. During our first hour together, we get to understand your personal goals and more importantly, WHY they are your goals. This conversation is very personal however, just like a blueprint, it provides a foundation and general overview of what your intentions are with your finances. After the meeting, Construct Your Finances acts like the general contractor as we draft the financial plan tailored by your inspiration.