Whether you’re beginning your career, eyeing retirement, faithfully saving for the future, or joyfully spending today, Concordia’s services are designed to be flexible and customized to fit your circumstances.
Our Wealth Planning LITE Program provides financial planning and recommendations for individuals and businesses seeking an express planning package to fit their budget.
Our LITE program includes a comprehensive financial plan, our signature Priorities Process, planning recommendations, and investment analysis and recommendations.
Wealth Planning LITE program members can discuss upgrading to the Comprehensive program option at any time.
Concordia’s team determines each program’s fee based on a client’s net worth, income and the projected complexity of the client’s planning. The fee is then discussed and negotiated with the client, and is charged annually for the period agreed upon.
Try our Fee Calculator to get a quick estimate!
We welcome anyone who wants to proactively plan for their future, navigate a life transition, or stay up to date with their current financial landscape.