Fee-Only, Advice-Only Financial Planning
Bespoke Financial Consulting is a fee-only, advice-only
financial planning firm in Toronto. We sell financial planning advice only. We
do not sell or manage investments, or any other financial products. As a result,
we do not receive commissions or compensation of any kind. Nor do we receive
fees from referrals we may make to other professionals. This means you receive
independent and objective financial advice, – free from any potential conflicts
of interest. We review your financial situation and offer comprehensive planning
advice tailored to your personal financial goals and objectives. Our advice is
provided on an hourly or retainer basis. Our fee is transparent and agreed upon
in writing at the beginning of our engagement.Financial Planning for Life’s Transitions
Many of our clients seek our financial planning
services in response to a life event such as a job loss, retirement, separation,
divorce, death, illness, or sudden wealth. There are many financial decisions
that need to be made at such times, and they are often time-sensitive. Our
clients ask many financial
questions related to these life transitions such as, "What are the tax
implications?" or "Will I run out of money?". We help you understand your
options and guide you, so that you can confidently make informed financial
decisions about your future.The Value of Financial Planning
A well designed financial plan will help you balance
your needs today with your goals for the future and ultimately help you work
towards financial independence. A financial plan brings together all of the
pieces of your financial puzzle so you can be assured that everything is working
together. We provide financial planning services in many areas, including:
retirement, tax minimization, financially assisting children and grandchildren,
protecting lifestyle, philanthropy and legacy planning. Some clients require a
comprehensive financial plan, while others are simply looking for a second
opinion. Others feel overwhelmed by all of the financial information available
today and are looking for guidance. Working with the experienced team of
professionals at Bespoke Financial, we can help you take action and achieve
peace of mind.