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Cash Flow Planning

Cash Flow Planning fees starting at $1,000 CDN per plan


  • Net Worth Statement (assessing assets and liabilities and their use)
  • Determination of SMART goals – where do you want to be? (Specific, Measurable, Achievable, Realistic, Timely)
  • Design Expense Sheet to assist in aligning your spending with your financial & non-financial goals in mind
  • Examination of sources of Income
  • A written Cash Flow Plan

BONUS! We can offer white-glove treatment when you work with our mortgage specialists at Manulife bank. By signing up with Manulife Bank and one of their mortgage options, DWM will commit to completing a simple cash flow plan.

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