Service: Provided a financial plan through online meetings for a Canadian client
I hired Michael to put together a financial plan for me. I am Canadian so I couldn’t work with him directly, but he still gave me four online meetings where he taught me a lot about investing and then provided a plan I can do on my own through a brokerage I can sign up for. He went above and beyond and I was very impressed. The price felt fair and it was very worth it for sure.
Collected by phone from a real customer on 01 Sep 2025.

