How to book your appointment

Please fill out the intake form below. A member of our client services team will be in touch to make a service type recommendation, match you with a planner, provide you with a quote for services and get you set up with an appointment time.

Our planners are specialists, so your session will be booked with the planner that specializes in your needs.

If you are a returning client and wish to see your previous planner, please let us know in your intake form below!

Tax prep sessions: We are no longer accepting tax prep clients (we’re full up!). Should this change, we will update this page immediately.

Subject

First and last name

Phone

(###)

###

####

Financial Selfie

If you can share some information below about your current situation, that would better help us to ascertain what session(s) would be best suited for you!

Your pronouns

She/he/they/or something else

Full name & pronouns of significant other

If applicable

Year(s) of birth(s)

For both you and your significant other, if applicable

Relationship status

Number of children and age(s)

If applicable

Are you an existing New School of Finance client?

What city are you located in?

Are you considered a resident for tax purposes in any country other than Canada, e.g. a US/CAN dual citizen who also files taxes in the US?

Are you an employee or do you run your own business?

If you have a business, are you a sole proprietor, a partnership, or incorporated?

Do you own property? If yes, how many properties?

Do you have a rental income property?

What do you want to get out of our financial planning session?

What needs to happen financially for you to be satisfied with your finances in 5 years?

How did you hear about us? We're always curious!

How to book your appointment

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