Exponeta Financial is a fee based financial planner. We have two service offerings:
- Retirement Financial Plans
- We offer this service at a fee of $CAD 10.00 per month. All new clients receive an initial retirement financial plan.
- Clients can request a financial plan refresh every month.
- Clients may cancel at any time, but new users sign up for a minimum of one month of the service.
- Custom Financial Models
- We offer this service with an hourly fee.
- When you contact us to describe that problem that you need analyzed, we will provide you with a full quote and estimate of the work required.
- We will obtain your permission prior to commencing work via an engagement letter.