Certified Financial Planner Services
At Sapling Financial Planning & Wellness, our services are structured to lay the groundwork for long-term financial and personal wellness, stability, and growth.
We serve individuals, families, and business owners across Canada (excluding the province of Quebec.)
Financial Therapy Sessions
Financial therapy helps you navigate life transitions and big financial decisions by addressing emotional barriers and mental fog, so you can align your choices with your values. By clearing the clutter first, we ensure your financial plan is practical, focused, and tailored to your goals. This approach improves your relationship with money, empowering you to make confident, informed decisions for your future.
Fee Only Financial Planning Services
One time
Ongoing
Personal
Business
Individual
Are you an individual looking to identify and work towards financial goals while improving your relationship with money?
Family
Are you a couple with or without children looking to identify and work towards financial goals while improving communication and your relationship with money?
Retirement
Are you approaching retirement or just looking ahead to make sure your golden years are meaningful, fulfilling, and financially stress-free?
Regular
Comprehensive, ongoing financial planning ensures that your goals are continuously met, adjusting strategies as life evolves.
Financial planning
As a business owner, your personal financial goals are tied to the success of your business. We create financial plans that support both your business growth and your personal wealth.
Business Owner
As a business owner, your personal financial goals are tied to the success of your business.
We create financial plans that support both your business growth and your personal wealth.
Personal/One time
Individual
Are you an individual looking to identify and work towards financial goals while improving your relationship with money?
Family
Are you a couple with or without children looking to identify and work towards financial goals while improving communication and your relationship with money?
Retirement
Are you approaching retirement or just looking ahead to make sure your golden years are meaningful, fulfilling, and financially stress-free?
Personal/Ongoing
Regular
Comprehensive, ongoing financial planning ensures that your goals are continuously met, adjusting strategies as life evolves.
Business/One time
Financial planning
As a business owner, your personal financial goals are tied to the success of your business. We create financial plans that support both your business growth and your personal wealth.
Business/Ongoing
Business Owner
Fee Based Financial Planning Services
Integrated Wealth Management Services
Stay on track with your financial goals through a strong, supportive relationship and seamless collaboration between us and trusted investment managers, focused on your long-term success.
