We have two meeting options based on your goals and circumstances. The Initial Consultation is for people that are looking to learn more about our services and how we work with clients. The $600 Cross-Border Consultation is for people that have general questions about their cross-border benefits.
Initial Consultation
The Initial Consultation is for people that are considering working with us on an on-going basis to help with your cross-border planning and investment management. We will:
- Discuss your financial situation
- Review our services
- Explain how we may be able to help
There is no charge for the Initial Consultation meeting. Before scheduling a time to talk, I’d suggest reviewing our prices and services here: https://retiremitten.com/about-us/pricing/
$600 Cross-Border Consultation
This meeting will provide general education about your Canada Pension Plan (CPP), OAS, and Canadian retirement account withdrawals. We will also have an opportunity to answer general questions that you may have about these areas. You will be charged $600 after the meeting is completed. Please note that the Cross-Border Consultation is limited to one meeting per person.