Next Path Services
Next Path Financial offers three services, delivered in-person across Edmonton and surrounding communities. Each one is a complete engagement that brings clarity and structure to the administrative side of personal finance.
Each service is built around where you are. Pick the one that fits, and we build from there.
In Good Order
In Good Order is a one-time preparation engagement to organize your household's finances. We pull together your accounts, policies, key contacts, and important documents into one clear, accessible package your family can rely on. When circumstances change, your family will know where to begin.
How it works
The engagement begins with a discovery meeting in your home. From there, we work through document collection and review, building a complete record of your accounts, income, assets, debts, insurance, recurring costs, legal documents, and the contacts behind them. We capture forward-looking guidance in your own words: the steps a family member should take first, who to notify and when, and the personal notes that explain why your finances are organized the way they are. The finished package is delivered in bound print and digital format and walked through with you in a final review meeting.
Annual Update
An optional Annual Update is available for past In Good Order clients who want the package reviewed and refreshed each year. The update includes a review meeting, revision of all cards and tables, and an updated print and digital copy. It is not a retainer. Each year is its own engagement.
Engagement fee
The rate for In Good Order is $2,025, and the Annual Update rate is $750.
Next Path Signature Service
The Signature Service provides ongoing in-home support when you are taking on new or expanded financial responsibilities, including the loss of a spouse, divorce, or managing a family member's affairs through serious illness or decline. We build the practical structure, routines, and documented record that keep your financial life running, so day-to-day tasks are clear, the right people are reachable, and you can step in with confidence.
How it Works
The first few months are dedicated to building your Financial System together, in your home. We begin with a full discovery and two to three working sessions to understand your situation, your priorities, and how your finances are currently organized. From there, we build the System: a complete, documented record of your accounts, income, recurring obligations, insurance and legal documents, key contacts, and the review routines that keep it current. The thirty to sixty days that follow are reserved for follow-up, because new questions surface once the System is in use at home.
The engagement continues with quarterly in-home reviews of 60 to 90 minutes, each followed by a written summary. Once a year, we work through a comprehensive review of the entire System: confirming what has changed in your life, refreshing the inventory, contacts, and document references, and refining the routines and schedule that keep everything maintained. Email support is open throughout, so questions are answered as they come up rather than waiting for the next meeting.
Engagement Fee
The first year of the Signature Service is $5,250. Each year that follows is $3,700.
The first year begins with an initial fee of $2,250 at signing, which covers the discovery and initial build. The remaining $3,000 is split across the next three quarterly invoices of $1,000, timed to each quarterly review. On the anniversary of the engagement, billing moves to the ongoing cadence at $925 per quarter.
Steady Path
Steady Path is a complete, one-time engagement when you are taking on new or expanded financial responsibilities, including the loss of a spouse, divorce, or managing a family member's affairs through serious illness or decline. We work through your full situation, build your financial system, and walk you through it in a final presentation meeting. When the engagement closes, you have what you need to move forward on your own.
How it works
The engagement begins with a discovery meeting in your home. We work through document collection and review at a pace that feels manageable, including time to find what may not be organized yet. From there, we build a complete record of your accounts, income, assets, debts, insurance, recurring costs, legal documents, and the contacts behind them.
We organize what you have, set the direction you are working toward, and capture the strategy in plain language so you can return to it as decisions come up. The financial system is delivered in bound print and digital format and walked through with you in a final presentation meeting.
Add-on support
Two add-ons are available after the engagement closes. A Touchpoint Session is a focused check-in for a specific question or topic, with an updated written summary. A Strategic Review is a full revision of the financial system when goals or circumstances have shifted enough to warrant a new build.
Engagement fee
The Steady Path engagement is $2,625. Add-on support is $525 for a Touchpoint Session and $1,050 for a Strategic Review.
Take a Next Step
An exploratory call is a thirty-minute conversation about where you are, what you would like to organize, and whether one of the Next Path services fits the work ahead. No cost, no commitment.
Responses come within one business day, by email or phone.