Find out what fee-only financial planning feels like.
Have questions? Please ask! We would love to hear about your specific situation and can help solve some financial problems over the phone. You have the time to interview your CFP during our no-strings 30-minute phone call, and together we can determine if our financial planning services align with your needs.
We provide unbiased financial planning services and are not sponsored to sell any products or limited by any jurisdiction. Our team is heavily educated and constantly researching to offer KFLA financial advice. We adhere to FP Canada’s ethical principles and are not afraid to tell you the truth. Our recommendations may evolve over time, and we welcome a no-strings interview to discuss your needs.
We will suggest three separate options when recommending any professionals, products, or services related to financial planning services. All final product or strategic decisions, including those influenced by KFLA financial advice, remain your responsibility. Additionally, we offer a no-strings interview to discuss your needs further.
No contract extends past twelve months, allowing you the flexibility to explore financial planning services. We reserve both your and our rights to sever the contract at any time on a pro-rated basis. Occasionally, brokers pay referral fees; these amounts will be donated to your charity of choice wherever possible. This is part of our commitment to providing fee-only financial advice and ensuring a no-strings planning process.