Initial consultation
An hour on where you are and what you want, with no obligation.
$0
Book: Initial consultation
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Larkspur Advisory
Financial planning and tax advice for business owners and families in London and Middlesex County, by fee, not commission.
How we help
Advice
Plain answers on cash flow, tax and retirement, priced as a fee you see in advance.
Planning
A written plan, built over two meetings, that says what to do this year and next.
Ongoing support
A review each year and a phone call whenever something changes.
Services
Financial plan
A written plan covering cash flow, tax, retirement and insurance, reviewed with you over two meetings.
$1,800
Bookkeeping review
A look at how the books are kept and what to change before year end.
$650
Ongoing advice
Meetings and questions through the year, billed by the hour.
$220 /hour
Frequently asked
Can't find an answer? Get in touch.
How are your fees set?
We charge fees for advice and never take a commission on anything we recommend.
What should I bring to a first consultation?
Bring last year's tax return and a rough idea of what comes in and goes out each month. That is enough for a first conversation.
Do you work with incorporated businesses?
Yes — many clients are incorporated, and the plan covers both the company and the household.
Talk to us
Tell us a little about your situation and we'll come back to you.