Ideal For
- Clients balancing mortgage, tax, and cash-flow choices
- Families/professionals with overlapping priorities
- People who need decisions aligned across domains
What This Includes
- Integrated strategy across key priorities
- Timeline coordination and dependency planning
- Implementation guardrails and decision criteria
How It Works
- 1Current-state mapping and objective alignment
- 2Integrated strategy design with trade-off analysis
- 3Execution plan with staged milestones
Expected Outcome
You get one integrated plan that reduces friction between competing priorities.
Strategic Map Tiers at a Glance
Compare the three map levels quickly and choose the scope that matches your current stage.
| Tier | Investment | Typical Timeline | Best For |
|---|---|---|---|
| Tier 1 | $2,500 CAD | 2-6 weeks | One high-priority goal |
| Tier 2 • Current | $3,500 CAD | 8-12 weeks | Integrated multi-priority plan |
| Tier 3 | $5,000 CAD | 3-6 months | Holistic long-range strategy |