Milne Financial Planning

A Client-Centric Approach to Financial Planning

Milne Financial Planning stands on the foundation of providing honest, independent retirement advice that empowers clients to achieve their financial goals. We believe in building trust through transparency and personalized solutions, ensuring each client feels valued and understood.

What Sets Us Apart?

Our commitment to client-centricity is evident in our flexible service options. We cater to different needs and preferences, offering:

One-Time Services: Perfect for those seeking answers without an ongoing commitment. We collaborate with you to co-create a personalized roadmap and leave the implementation in your capable hands.

Ongoing Services: For those seeking ongoing support, this option offers peace of mind with regular portfolio management, consistent communication, and personalized guidance.

Our Promise to Clients

At Milne Financial Planning, we prioritize:

• Experience: We have been guiding clients towards financial success since 1996.
• Fiduciary Responsibility: We always put your best interests first, acting in complete transparency and upholding the highest ethical standards.
• Independence: We are not beholden to any financial institutions, allowing us to offer unbiased and conflict-free advice.
• Fee-Only Model: We believe transparency is crucial, so we charge fees directly and transparently, without selling any investment or insurance products.

Who We Are

Our team comprises experienced professionals with a genuine passion for helping clients achieve financial security. Led by Jamie Milne, CFP, founder and CEO, we are dedicated to providing personalized attention and innovative solutions to every client. We are proud to be joined by Katheryn Laferriere, our Client Services Manager, who ensures seamless client communication and exceptional service.

What to Expect

From your first interaction, you will experience:

• Personalized attention: We take the time to understand your unique goals, concerns, and financial circumstances.
• Tailored solutions: We craft plans that align with your individual aspirations and financial situation.
• Clear communication: We believe in open and transparent communication throughout the process.
• Ongoing support: We are committed to being your trusted partner in navigating your financial journey.