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Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development
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Happy 2025!

 

Want a broad overview of how to think about your finances and set goals for this year?

 

This article by Srvindhya Kolluru has tips from myself, Blair Lukan and Scott Plaskett.

 

 

 

 

 

 

 

 

 

 

 

 

 

A few thoughts on Fees

Monday, September 14, 2020
A few thoughts on Fees

 

This video covers my thoughts on fees, my opinions on monthly/ subscription fees for planning and why I invoice my clients the way I do.

 

 

 

 
Sara McCullough at 7:00 AM
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