Ideal For
- Major life and financial transitions
- Complex client situations with high coordination needs
- Clients who need long-range strategic leadership
What This Includes
- Holistic multi-domain strategy design
- Coordination guidance with your advisor team
- Long-range implementation roadmap and review points
How It Works
- 1Deep intake and strategic framing
- 2Comprehensive map development and alignment
- 3Staged implementation planning and refinement
Expected Outcome
You receive a full-spectrum strategic blueprint with clear long-term direction.
Strategic Map Tiers at a Glance
Compare the three map levels quickly and choose the scope that matches your current stage.
| Tier | Investment | Typical Timeline | Best For |
|---|---|---|---|
| Tier 1 | $2,500 CAD | 2-6 weeks | One high-priority goal |
| Tier 2 | $3,500 CAD | 8-12 weeks | Integrated multi-priority plan |
| Tier 3 • Current | $5,000 CAD | 3-6 months | Holistic long-range strategy |
Scope Note
Tiered advisory engagement. If you move into a Strategic Financial Map within 30 days of a Clarity & Direction Session, that session fee can be credited toward the engagement when applicable.