Book your appointment

Not ready to book, or unsure of what financial session is best suited for your needs? Say hi at info@newschooloffinance.com. Please leave us your name and phone number along with your questions or comments!

A $40 deposit is required to book an appointment. Your deposit will be honoured for a period of two years. We use PayPal as our payment processor. If you don't have an account, don't worry! You also have the option to pay by credit card or Visa Debit.

Once you've booked your appointment, you'll receive a calendar invitation for a 1-hour session. The 1-hour booking duration is only a calendar default setting. All sessions vary in length, so please ask how long your session will be.

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 booking below!

Existing clients only: If you'd like to book an AD-HOC financial planning chat, please e-mail your financial planner to book directly.

Tax prep sessions

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