Financial Planning and Advice in Calgary and Area

A short, no-pressure conversation to understand what you’re looking for and answer your initial questions. We’ll explain how we work, what to expect, and confirm whether we’re the right fit before you commit to anything.

We collect the details needed to build your plan (income, debts, investments, insurance, benefits, goals, and priorities). You’ll receive a clear checklist and a secure way to share documents so we can be thorough and efficient.

This is where our team approach adds extra value. We build your plan, then remove personal identifying information and share the case with other Solomon advisors to pressure-test assumptions, explore options, and identify opportunities or risks you may not have considered.

You’re not involved in this step—your role is simply to provide the information and goals in Steps 1–2.

We bring everything back to you in a clear, practical meeting. You’ll see your recommended strategy, the reasoning behind it, and your options. We’ll confirm what feels right, adjust based on your feedback, and agree on next steps.

Once you’re comfortable with the plan, we help you put it into action—at your pace. That may include setting up accounts, adjusting coverage, coordinating transfers, or organizing next steps. Then we stay available to support updates as life changes.