Inclusive Financial Planning

We're looking forward to meeting you! We recommend setting up an initial orientation for your first appointment. We will use this complementary session to get to know you, understand your needs and present the best path forward to help you achieve your goals!


If you have any questions, or you would like an appointment outside of our regular business hours, please contact us at 1-902-603-1035 or you can send us an email we'd love to hear from you!

    • Initial Orientation

      30 minutes

      Let's Chat! This is a complimentary session to get to know you, what you're looking for, and what you need to make your goals reality! We'll discuss our services and find the best way forward for you. This is a great way to get starte ...

    • Initial Tax Consultation

      30 minutes

      Interested in our tax return preparation services? We're here to help with your T1 tax returns, with an eye for tax planning and efficiency.

    • Initial Bookkeeping Orientation

      1 hour

      Want to learn more about how we can help you better understand and manage your business finances? This complimentary session is a great way to see if we're the right bookkeeping service for you!

    Advice Time

    • Annual Check-In

      1 hour @ CA$265.00

    • 60 min. Advice Time

      1 hour @ CA$265.00

      Whether you’ve got a list of questions you want answered or are looking to discuss your situation. Advice Time is designed to give you the flexibility to set the agenda, discuss your financial worries, and find answers to your questions ...

    Financial Plan

    • Financial Plan Review

      1 hour @ CA$265.00

      For our client's who have already had a financial plan completed by Inclusive Financial Planning. A session to review your progress towards your goals and discuss any issues along the way.

    Meeting Time

    • 30 Minute Chat

      30 minutes

    • 15 Minute Chat

      15 minutes

    • 60 Minute Chat

      1 hour