Wealth & insurance
Foundational financial planning
Financial planning provides a structured view of your income, assets, and long-term goals. We help you build a clear financial picture to support informed decision-making.
A Bluestar Concierge will guide you to the right next step.
What’s included
Current financial snapshot
We review your income, expenses, assets, and liabilities to establish a clear starting point. This creates a shared understanding of your financial position.
Goal identification
We discuss short- and long-term financial goals, such as retirement, major purchases, or lifestyle planning. Goals are framed realistically and prioritized collaboratively.
Cash flow and savings review
We assess how cash flows through your household or business and identify savings patterns. This helps highlight opportunities to improve stability or flexibility.
Plain-language planning overview
Financial planning concepts can feel complex. We explain options and trade-offs clearly so decisions are easier to evaluate.
How it works
Speak with a Bluestar Concierge
Tell us what you're trying to do, and share a few high level details. The Concierge will assess your needs internally with the right service professionals and confirm if anything is required before a consultation is booked, saving you time and money.
We confirm the next steps
If additional information is needed, the Concierge will follow up with any questions. Then they will confirm the next step, including whether your matter needs a paid consultation or an upfront retainer. You will know all the requirements before anything is scheduled.
Your single point of contact
Once we know what you need, the Concierge will coordinate everything for you. They will connect you with the right professional, keep the timeline moving, and handle cross-service follow-up when it helps. If your situation involves more than one professional, you won't have to call around or repeat yourself. the Concierge will keep everything aligned so nothing is missed.
Our offices
Local support when you want it, with Canada-wide services when you need it.
Not sure where to start?
Tell us what you are dealing with. We will route you to the right service and outline a clear next step.
A calmer way to handle complex situations, whether your needs are straightforward or involve more than one service area.
Talk to us