Commitment and Costs

CLDI believes in establishing a long term relationship with its clients.  Peggy Cameron can easily attest to professional relationships encompassing 30 years or more. CLDI wants to establish that kind of long term partnership with each and every new client.

Responsive & Interactive

CLDI believes in price transparency upfront. We use a blended fee structure that combines elements of retained services and fee for service.  Generally speaking financial coaching is a conducted on a retained basis and financial services are on a fee for service basis. In the event that the best course of action is to refer you the client to a third party service provider (which occurs on a regular basis), CLDI will disclose if we receive a consulting fee.

Fees for Services

Financial Plan and/or
Retirement Projection

$2,500-3,500
(based on a rate of $275/hr)

Hourly Consultations

$275 per hour

Personal Income
Tax Preparation

Starting at $300

Bookkeeping

$50 per hour

*any applicable taxes are additional

 

Retained Services

Every person is different – what you need and want are very likely different from your best friend or neighbour.
Please fill out our brief questionnaire to schedule a free 15 minute telephone consultation about your personal situation and how we can help you.