General Financial Planning

  • A financial plan is a personalized roadmap for your money. It outlines your current financial situation, your goals, and the steps needed to achieve them — whether it’s saving for retirement, managing debt, or buying a home. A strong plan helps you feel in control and confident about the future. 

  • We work with individuals, families, business owners, and clients navigating life transitions like divorce, retirement, or career changes. Whether you’re just starting out or have built substantial wealth, we tailor our advice to your specific situation. 

  • No — financial planning is for everyone. We believe financial guidance should be accessible, regardless of income or net worth. We’ll meet you where you are and help you grow from there. 

  • We offer a variety of compensation models depending on your needs — including fee-based planning, commission-based solutions, and ongoing advisory services. We'll explain everything clearly before we begin. 

  • A financial planner helps you look at the full picture — budgeting, taxes, retirement, insurance, estate planning and more. An investment advisor typically focuses only on managing your investments. At Solomon Financial, we offer both services, integrated into a comprehensive plan. 

  • We typically review your plan annually, or more often if your circumstances change. We are also available any time for questions or concerns. 

  • Yes! Collaboration is key. We often work with your existing team of professionals to ensure your financial, tax, and legal strategies are aligned. 

  • Life happens — and we’re here to help you adapt. Your financial plan is a living document, and we update it as your needs and goals evolve.

Divorce Financial Planning

  • A CFDS helps you understand the financial implications of divorce. From dividing assets to analyzing future affordability, we bring clarity to your financial options before, during, and after the divorce process. 

  • A lawyer provides legal advice and representation. A CFDS focuses on the financial side of divorce — including property division, tax consequences, and long-term impacts. We often work alongside your lawyer to support your case. 

  • The earlier, the better. A CFDS can help you make informed decisions before settlement negotiations begin, giving you a clearer understanding of what’s at stake. 

  • Yes. We’ll assess your full financial picture, including income, expenses, debt, and potential support payments, to determine if keeping the home is realistic — both now and in the future. 

  • Absolutely. We collaborate with legal and mediation professionals to ensure the financial aspects of your case are well-supported and clearly documented. 

  • Typically, we will ask for income statements, tax returns, bank account balances, investment accounts, debts, and pension details. Don’t worry — we’ll provide a checklist to make this easier. 

  • Yes. If needed, we can provide expert testimony in court, mediation, or arbitration settings to support the financial aspects of your case. 

  • Yes. Once your divorce is finalized, we help you rebuild with a plan tailored to your new reality — including budgeting, credit repair, investment strategies, and retirement planning.

Working With Solomon Financial

  • We start with a free discovery meeting to understand your goals. From there, we gather your financial details, analyze your options, and create a personalized financial plan. If you choose to move forward, we implement and monitor your plan together. 

  • Yes! There’s no cost or obligation for our initial consultation. It’s a chance for you to ask questions and decide if we are the right fit for you. 

  • Yes. We work with clients across Alberta and BC.  But we do work with other advisors from all over Canada and can likely find someone else who would be a good fit.

  • We combine financial planning expertise with empathy and a personalized approach. You’re not just a number — you’re a person with goals, concerns, and dreams. We are here to support you every step of the way. 

  • Simply book your free introductory call or reach out via our contact page. We would love to help you begin your journey with clarity and confidence.