Investment and Retirement Planning

Packages & fees

Clear fees.
No commissions.

Three planning packages and memberships to learn. The price is set in writing before any commitment.

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Planning

Three levels
of support.

Starting point

Financial check-up

To clarify your situation and priorities.

  • Discovery meeting (60–90 min)
  • Budget, emergency fund, debt
  • Documented investor profile
  • Written diagnosis and 3 priorities
Flat fee quoted upfront
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Most complete

Comprehensive financial plan

For several goals to fund over time.

  • Everything in the check-up
  • Plan per goal: retirement, education, home
  • Target asset-class allocation and scenarios
  • Dated action plan and presentation meeting
Quoted flat fee, based on complexity
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Over time

Annual review

To keep your plan up to date.

  • 1–2 reviews a year
  • Updated projections and allocation
  • Email questions between reviews
  • Premium access to research and training
Annual subscription, cancel anytime
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Fee-only: no commission, no brokerage or management-fee rebates. The exact amount appears in the engagement letter, in FCFA, EUR or CAD.

Compare

What is included.

ServiceCheck-upFull planAnnual review
Discovery meeting✓✓—
Investor profile✓✓✓
Written diagnosis✓✓—
Per-goal plan & projections—✓✓
Target asset-class allocation—✓✓
Periodic reviews——✓
Research & training access——✓
Learn

Education & research
memberships.

Basic is free. Standard, Premium, Platinium and Lifetime give access to full research, learning pathways and archives. Current prices are on the Memberships page.

See memberships
Our commitments

Transparency
first.

01

Written price

Amount, currency and schedule are in the engagement letter.

02

No rebates

We receive nothing from brokers, asset managers or insurers.

03

Local payment

Mobile money, PI-SPI, SEPA transfer, Interac or Wise depending on your country.

Regulatory status

Application for an investment-adviser licence (Conseil en investissements boursiers) under review by AMF-UMOA. Until it is granted, our services cover financial planning and education, without personalised recommendations to buy or sell securities.

Investing involves a risk of capital loss. Past performance and projections do not guarantee future results. Check that a broker is licensed on amf-umoa.org before opening an account.

Which package
suits you?

A 20-minute conversation is enough to find out.

Book a call