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Process & Fees

Initial Consult and Summary Letter- $300 + HST

Have questions about a specific situation/opportunity/payment? Book a meeting to discuss and receive a summary letter after the meeting

Individual Planning Areas - Priced Per Project

For topic-specific situations, WD can provide advice and recommendations in one of the planning areas.

Click here to review list of planning areas

Comprehensive Personal Planning starts at $4800

Introductory Phone Call

An overview of why you are interested in a plan.
An explanation of how WD works.

Initial Meeting

A comprehensive conversation about your goals, risks and resources.

Plan Presentation

A clear picture of how you are moving towards your goals.

Follow-up

This area is variable, and will depend on your personal situation. Follow-up may include a mix of a meeting, phone calls, emails to help you stay on track.

Information & document exchange can happen between the introductory call/email and the initial meeting. At the Plan Presentation meeting, you will leave with either a written or digital copy of your plan. Follow-up can consist of both additional meetings and phone/email exchanges, depending on your situation. The follow-up meeting needs to occur within 11 months of the initial meeting. WD will contact you for the follow-up meeting.

Contact Sara to book a meeting to review your situation and your personalized quote.

Business Planning Individually Quoted

The business planning process includes the 4 steps listed above. At your discretion, it may also include time spent on-site with your business and discussions with employees and other key stakeholders. WD will prepare a personalized scope of work & quote after the introductory contact.