GET AN ANSWER TO YOUR QUESTION WITH NO FUTURE COMMITMENTS.PLANNER ON DEMAND
Do you have a quick question you need us to research for you or your clients?
With our “Planner on Demand” service, we will bill you only for the time it takes us to research and find an answer to your question.
Can You Relate?
NO ONE WANTS TO SPEND HOURS CRUNCHING THE NUMBERS AND STILL NOT BE SURE OF THE ANSWER
Maybe you just need to know if you should commute your company pension or leave it with your previous company.
Or, maybe you’re unsure whether you should open a TFSA or if an RRSP is the better choice.
Maybe you’re preparing a project for a client and you need a professional to help you answer one question regarding their finances.
You don’t need ongoing financial advice. You don’t need investment management. You don’t need a long term partnership.
Our “Planner on Demand” Service may be your answer.
What if you felt like this instead?
Clear on the answer you’ve been looking for so you can move on with your decision or project
Certain that coordination with your other professional advisors, including accountants, attorneys, and bankers is well-handled
Assured that you will have the care and assistance you may need
Should you commute my company pension or leave it with your former employer?
Which retirement account is right for you: A TFSA or an RRSP?
These questions might be for you or for your clients.
They require research and you know you need professional help.
But you don’t need ongoing financial advice. You don’t need a financial partner. You just need one question answered.
Our Planner on Demand Plan can help.
The Details
Types of Problems We Solve
Investment
If you are a professional advisor in need of an ad hoc financial planning project from us for your clients, we have an hourly rate option. We will provide a written estimate of the project based on the scope of work required and provide you with full transparency.
This is Not For You If …
You are not a professional advisor, such as an accountant or lawyer working on a project for your clients.
Try our Elite Investor Plan or Personal CFO Plan for individual investors instead.
How it Works
01 What Has Your Attention?
During our initial consultation, you’ll describe the financial question you need answered. We’ll decide how deep we need to go with my analysis to help you complete your project or make your decision.
02 Laying the Foundation
The Planner on Demand Plan includes a “contributor” version of our financial planning software. There you will be able to upload documents securely and we can share information on the project.
03 Construction Phase
Now that we have a clearer picture of where you want to go and what resources you have to get there, we will build an analysis that explores all of the possibilities in front of you.
04 Presentation
Once I’ve presented my analysis, you can use this information to help you with your decision or project.
We will provide you with an invoice for the hours required to complete your project, billed at $300 per hour. You can provide payment securely online through the client dashboard or by etransfer.
Ready to Take Control of Your Financial Future?
Our goal is to be your financial partner so that you can focus on the rest of your life. If you’re ready to delegate the details of your financial life to an expert, get started today by answering a few questions to help us get to know you better and determine if our expertise is a match for your financial planning needs.
Please click the button below to get started, and we’ll be in touch as soon as possible to schedule an introductory meeting.
Excited For Our Future
We want to extend a big thank you, Glory, for being such a big part of our future planning. You made us feel very comfortable and were able to guide us through the whole process, seamlessly.
You took the time to understand our values and goals, to help us find the right life insurance product for our family.
We appreciated your knowledge and advice but most of all how excited you were for us and our future. Thanks again!!
Sandra & Alex J., Parksville, BC
Not Quite The Right Thing?
About Glory Gray
Owner, Wealth Advisor | BSc Finance, MFA
After completing my Bachelor of Science in Finance and Investments, I worked as an Analyst with a U.S. Investment Bank for five years. Later, I worked as a Wealth Advisor for large investment firms for ten years before establishing Glory Gray Wealth Solutions.
I maintain my securities licenses in British Columbia and Alberta and am also licensed to offer Life Insurance products in BC. In recent years, I earned my Master Financial Advisor certification in Philanthropy and created the Women’s Wealth Canada Podcast, a financial education podcast specifically designed for Canadian women.
I built this company to give my customers all the protection and assurance of a large firm without the negatives of dealing with a large institution.
But don’t take my word for it. Read what my customers say.
Ready to get started? Let’s do this!
