Finanancial Planning for Canadians, just done a little different
OTHERWISE
Coming soon
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Early spots available now
A self-directed-first way to do financial planning, layered between a community and a professional planner, so you're always supported and you know you're making the right moves. No handing it all over. No paying someone to take the wheel. Just financial planning you can actually get to, that puts you in the driver's seat, with people around you and someone to ask when it gets complicated.
Doing it yourself, but not by yourself.
No matter who you are, where you come from, whom you love, or what stage you're at, there's a place for you to get the financal planning you deserve
THE FINANCIAL GAP
Nobody teaches you about money, and then it costs you not to know.
Money is one of the few things everyone expects you to be good at and almost no one is taught. School skips it. Families don't talk about it. So you work it out alone, quietly, never quite sure if you're doing it right or if you have enough. And the help that exists is built around managing money for you, not showing you how. Which is no use if that isn't what you want, and no use at all if it was never on offer to you.
So you do your best, and hope. Not for lack of capability, but for lack of anywhere to turn that was built with you in mind.
That's the gap. It isn't knowledge, it's access.
FROM WHERE I SIT
I got tired of only being able to tell people at the end.
I'm Mark. I'm a CPA and a CFP, and my other practice, Dixon Davis, is retirement planning, which means I spend my days with people right at the edge of it, going through their numbers and working out what's possible.
Almost every one of them says a version of the same thing. I wish I'd sorted this out fifteen years ago. Not because they failed. Because nobody showed them, and by the time they understood how much the early decisions compound, the early years were behind them.
You learn things doing that. You learn that the difference between the people who end up comfortable and the people who end up stuck is almost never how much they earned. It's whether anyone ever explained the basics to them early enough to act on it.
So I'm building the place I'd have sent them at the start.
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Mark Lotocky, CPA and CFP
HOW IT WORKS
Everything needed to back you up.
You run it.
Proper financial planning software with your actual numbers in it, so you can see your whole picture and test a decision before you commit to it. Plus a path through the fundamentals, in order, in plain language. No jargon, no assumed knowledge, no pretending you should already understand this.
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OPEN NOW
Learn it properly.
Courses that take you through a topic start to finish, and group cohorts where you build your plan alongside other people over a few weeks. Same questions, same pace, everybody figuring it out together.
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COMING SOON
A community around you.
People learning this alongside you, where the question you're embarrassed to ask is the one everybody else is already wondering. You're doing this yourself, but never on your own.
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COMING SOON
A planner within reach.
Open office hours where you can bring a question and get a real answer, no appointment and no invoice. One-on-one planning when you want the technical work done properly with you. And financial coaching, which is the side of money that isn't numbers: the habits, the worries, and the conversations that are hard to have, especially with a partner.
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OPEN NOW
You don't have to pick one and stick with it. Life doesn't work that way, and neither does this. Start with a plan, run with it yourself, and come back for a coaching session when you need one. It all flexes around you.
WHERE THINGS STAND
Otherwise opens properly soon.
Right now I'm working with a small group of early members, getting them set up, building their plans with them, and shaping this around what they actually need.
Otherwise isn't fully open yet, but I am. Whether you'd like to be one of those early members, or you've just got something you need a hand with right now, fill this out and we'll take it from there.
I'll come back to you personally. There's no cost to this and nothing to prepare.
Good financial planning shouldn't be exclusive.
CONCLUSION
Financial planning shouldn't be exclusive.
There's a particular kind of relief that comes from finally seeing it all in one place. Knowing what you've got, what it's doing, and what happens next. Most people never get there, because the help that provides it never felt like it was built for them.
Thats the whole idea
Whatever age you are, whatever you're starting with, this is yours to learn. And you don't have to do it alone.
Closer to retirement? Meet Dixon Davis →
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