Executive Brief

The Executive Brief consists of up to 90 minutes of interview and consultation time either in person or by teleconference. CBD Financial Group will conduct due diligence as it pertains to the financial challenges facing the client that will enable us to deliver the Executive Brief, an overview of the current situation, needs and objectives and a brief outline of probable solutions that can be implemented.  The Executive Brief is designed to provide sufficient data to enable the client to make an informed decision on a future course of action.

Cost $ 595.00 plus HST

Comprehensive Strategic Report

The Comprehensive Strategic Report consists of up to 16 hours of interview and consultation time either in person or by teleconference.  CBD Financial Group will conduct in-depth due diligence as it pertains to the financial challenges facing the client identifying the immediate needs and both near and long term goals. We will deliver a comprehensive financial plan that offers immediate and longer term solutions including an implementation strategy that we would be pleased to assist with.

Cost $ 2995.00 plus HST