Financial Strategist Solutions
for Your Ottawa Business
Contact Us Now
Secure Your Financial Future
With a Custom Strategy
When it comes to financial planning, there are a number of advisors or companies that you work with. All these sources can be hard to organize and manage, making it difficult to achieve your goals for growth in a timely and efficient manner. After years of clients asking for a service like this, our team at Beck Ltd is finally ready to deliver! We’re here to help make things easier to understand and manage your approach to financial planning.
Whether our clients are looking for ways to diversify their financial investments or decide on the next best move to grow their business, we can help. Through our financial strategist services, we’re offering our expertise to help you make informed financial decisions.
Pricing & Plans
Basic Consultant Package
Planning & Goal Setting
$450 per quarter
- Assessment of your current business strategy
- Creation of goals that will help you grow your business
- Quarterly check-in to discuss progress
- 1 meeting per quarter
Business Growth Package
$1,350 per quarter
- Services from tier 1
- Development of a road map to achieve business growth
- Monthly check-in to discuss progress
- 1 meeting per month
Custom Consulting Package
Contact for pricing
- All services from tier 1 & 2
- Frequent reporting on goals
- Regular check-ins to discuss progress
- Additional services are available, contact Beck Ltd. for more information
Our Financial
Strategist Service Tiers
Let us help you make sense of your business, set goals for growth, and achieve them so you can focus on what you do best – running your business.
Planning & Goal Setting
We’ll take a look at your business and take the time to understand how you operate. In collaboration with you, we’ll help you plan goals and strategies for growing your business. Through guided sessions, we’ll work with you to create a plan and set goals that will help you plan for future growth.
The planning and goal-setting tier of our financial strategist services is personalized and goal-based. After our initial planning meeting, we’ll check in with you semi-annually to see how things are going. We’ll talk about what is working and what isn’t and re-evaluate your goals to adjust accordingly.
Implementing & Achieving Goals
Through our business consulting services, our team can assist with creating budgets, compiling cash flow projections, drafting year-to-date analysis, and more. We understand that these tasks and inflow of information can be overwhelming while you run your business. We’ll work with you to help break down the intimidating barriers that exist around financial planning.
Our approach allows for knowledge building in terms of “how your company works” so that you have a complete understanding of how to measure the results.
Reporting & Monitoring Goals
Setting aside time as a business owner to manage accounting responsibilities is difficult. At Beck Ltd. we offer Cloud Accounting services to work around your busy schedule.
Once your profile is set up and loaded onto our cloud-based platform, you’ll be able to access information in real-time. With our cloud accounting services, you can count on us to help you grow your business effectively and efficiently.
Frequently Asked Questions
Here are some of the most frequently asked questions we get about accounting from our clients:
What training and experience do financial strategists possess?
It’s critical to choose a financial strategist who has the training and experience necessary to meet your unique requirements. To be sure they have the abilities and knowledge to assist you in achieving your financial goals, enquire about their education, certifications, and professional experience.
Financial strategists have a range of academic and professional experiences. Many of them hold advanced degrees in business, accounting, finance, or economics. A strong foundation in financial theory, analysis, and research methodologies is provided by a degree in finance or a closely related discipline. These are crucial skills for financial strategists.
What services are offered by financial strategists?
A variety of services are offered by financial strategists to assist people and businesses in better managing their finances. Here are a few instances:
- Financial Planning: The process of financial planning includes developing a thorough strategy that considers a client’s objectives, risk tolerance, and present financial condition.
- Investment Management: Investment management entails managing a portfolio of investments (stocks, bonds, etc.) on behalf of a client.
- Tax Planning: Planning for taxes entails creating plans to reduce tax obligations and increase tax effectiveness.
- Risk Management: Risk management entails determining and controlling the risks involved in financial transactions and investments.
- Estate Planning: Estate planning entails developing a strategy to control and distribute assets in the case of a person’s passing or disability.
- Debt Management: Creating a plan to manage debt, lower interest rates, and raise credit scores is the essential whole of debt management.
How do I pick a financial strategist?
A crucial choice that could significantly affect your financial destiny is selecting the best financial strategist. The following elements should be taken into account while picking a financial strategist:
- Competencies and Experience: Find a financial strategist that has the training and experience necessary for your particular needs. Think about things like their training, credentials, and work experience.
- Reputation and Dependability: Choose a financial strategist who has a strong standing in the sector. Organizations like the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or the Certified Financial Planner Board of Standards are good places to examine a financial strategist’s credentials and reputation.
- Skills in Communication: Select a financial strategist who has the ability to explain difficult financial ideas in a straightforward manner. A professional financial strategist should be able to answer any questions you may have and be able to explain financial ideas in a way that you can grasp.
- Personal Relationship: Choose a financial strategist with whom you can establish a personal relationship and a sense of comfort. Someone you can trust and feel at ease disclosing your financial condition with makes a good financial strategist.
- Fee Schedule: Think about the financial strategist’s charge schedule. It’s crucial to comprehend how financial strategists are paid for their services because different ones may have varying costs. While some financial strategists may bill a flat amount, others might bill a portion of the assets they manage.
Why should you work with a financial strategist?
There are many advantages to working with a financial strategist, including:
- Knowledge and Expertise: Financial strategists are equipped with the knowledge and skills to support their clients in making wise financial decisions.
- Individualised Approaches: Financial strategists collaborate with clients to create tailored financial plans that take into account their unique objectives, level of risk tolerance, and financial status.
- Risk Management: Clients receive assistance from financial strategists in managing the risk involved in their investments and financial choices.
- Accountability and Discipline: Clients can receive support from financial strategists in maintaining the discipline and accountability necessary to attain their financial goals.
- Time Savings: By outsourcing financial management duties like portfolio management, tax preparation, and retirement planning, customers who work with a financial strategist can save time.
Improved Financial Outcomes: Improving financial results is the ultimate objective of working with a financial strategist. Whether the client’s financial objectives are increasing wealth, paying off debt, or preparing for retirement, a well-designed financial plan can assist them in achieving these objectives.
