• A 30-minute consultation during which we discuss your current financial picture and your vision, values and priorities. Paul will guide you through the financial planning process.
• A 60-minute Discovery Meeting via call or video conferencing where we will talk in depth about your financial goals, and most pressing financial concerns.
• 60-minute Data Verification & Strategy Meeting Where we will review your current financial data and cover specific approaches to addressing each of your financial goals.
• A 60-minute Financial Plan Delivery Meeting where you receive a customized financial plan that is personalized to your unique situation. During the plan presentation you receive an overall look at where you are, along with an action list to move you toward your financial goals.
• Two 60-minute Implementation/Coaching Meetings where Paul McHorse will monitor your progress and work through the implementation of your financial plan.
• Semi annual 60-minute Ongoing Financial Planning and Investment Management follow up meetings, or as a major life event comes up, to monitor your progress where Paul will monitor your progress and work through the implementation of your financial plan.
• Unlimited email support

Click here for The Comprehensive Advice Service Fee schedule. First Nations Eagle will manage the investments consistent with your investment strategy as outlined in the Investment Policy Statement. First Nations Eagle will obtain approval from you prior to execution of any trade. First Nations Eagle will not take full custody of your assets at any time. First Nations Eagle utilizes Charles Schwab & Co., Inc. as our Client’s custody solution. First Nations Eagle will be restricted to the powers outlined in the Client Agreement and with the Client’s authorization.