SO! Financial Concierge

WHAT

ARE YOU WAITING FOR?

1/3

TIME TO EXPERIENCE-

REGROUP, RELIEF, RELAX

You’re here! Now breathe.

All of our clients tell us that they have profound relief once they discover what we do and how we can help them.

“A weight’s been lifted off my shoulders.”

“Wow, my own financial Wikipedia!”

“I don’t stress any more knowing that you have my back.”

Most of all, everyone sleeps better because the ‘should’ of managing your finances just got solved.

At SO! we work for and with you and your chosen financial advisor. Yes, for some of our services you pay us a fee. But at the end of the day we help you navigate the right coverage for your insurance, given your goals, help you prepare for your taxes. If we keep track of your spending, will give you a list of what you spent so you know what receipts you need to find.

No more taking a week of your precious time trying to get the information together for your taxes, no more dart board pension decisions, no more wondering where all the money went.

When we work together, you get CONTROL back of your finances and then it’s all about relaxing knowing that any question you have will be framed and responded to relative to your personal circumstances.

Finally, someone I can talk to about everything who does not want to sell me something- SO! really helped and helps me every couple of months.

SERVICES

LET'S TALK

FAQ'S

CASE

STUDY

How do you know if SO! is a good fit for you?

You spend a week or more trying to get your tax information ready
You wonder where all the money is going but every time you try to look at- it all seems necessary and normal.
You dip into a LOC deciding to repay it next month but it never seems to go down
You own a small business and the lines between personal and business expenditures keeping track of everything, makes you put it back in the drawer and save it for a quiet time!
You’re thinking of refinancing your mortgage and promising yourself- never again
You know you’re smart enough to do it but you “hate” it

T: 416 822 0347

Located in Toronto & Oakville

Serving Canada and the United States

WHAT

ARE YOU WAITING FOR?

TIME TO EXPERIENCE-

REGROUP, RELIEF, RELAX

You’re here! Now breathe.

All of our clients tell us that they have profound relief once they discover what we do and how we can help them.

“A weight’s been lifted off my shoulders.”

“Wow, my own financial Wikipedia!”

“I don’t stress any more knowing that you have my back.”

Most of all, everyone sleeps better because the ‘should’ of managing your finances just got solved.

No more taking a week of your precious time trying to get the information together for your taxes, no more dart board pension decisions, no more wondering where all the money went.

When we work together, you get CONTROL back of your finances and then it’s all about relaxing knowing that any question you have will be framed and responded to relative to your personal circumstances.

Finally, someone I can talk to about everything who does not want to sell me something- SO! really helped and helps me every couple of months.

SERVICES

LET'S TALK

FAQ'S

CASE

STUDY

How do you know if SO! is a good fit for you?

You spend a week or more trying to get your tax information ready

You wonder where all the money is going but every time you try to look at- it all seems necessary and normal.

You dip into a LOC deciding to repay it next month but it never seems to go down

You own a small business and the lines between personal and business expenditures keeping track of everything, makes you put it back in the drawer and save it for a quiet time!

You’re thinking of refinancing your mortgage and promising yourself- never again

You know you’re smart enough to do it but you “hate” it

THINKS