A budget consultation is an excellent starting point for gaining a better understanding of how to manage your finances. Whether you want to ensure your financial security, learn how to make a budget or carry out a project (going back to school, buying a house, traveling, etc.), one of our budget advisors will work with you, free of charge. Our approach is simple, neutral and human. Our meetings are held in the strictest confidence.
What can we expect?
- The meeting lasts between 60 and 120 minutes.
- Meetings are virtual, but can also take place in person at our offices (on request).
- In preparation for this appointment, try to make a list of your expenses, income and debts. If you have your bank and credit card statements on hand, even better!
- Our specialist and you will be able to draw up an accurate picture of your situation and determine an action plan to achieve your goal.
If you can't access the calendar, click here.
For a face-to-face meeting at our offices, contact us
Just need a little help? Download our budget grid.