How to book your appointment
Please fill out the intake form below. A member of our client services team will be in touch to make a service type recommendation, match you with a planner, provide you with a quote for services and get you set up with an appointment time.
Our planners are specialists, so your session will be booked with the planner that specializes in your needs. If you are a returning client and wish to see your previous planner, please let us know in your intake form below!
Tax prep sessions: We are no longer accepting tax prep clients (we’re full up!). Should this change, we will update this page immediately.
Frequently asked questions
booking
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Nope! Just let us know when you are booking. We will work something out for a discounted rate so you don’t need to pay full price for two separate meetings.
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Yes! You can reschedule yourself from the link in your original booking email, or get in touch with us at info@newschooloffinance.com.
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We offer late-day (4pm start time) appointment time slots each week. However, these book out quickly, so you may have to wait several weeks for an appointment. If you’re able to take an hour or so off work for lunch to make a daytime appointment, you will likely be able to get in much sooner. You can just say you have a doctor’s appointment. :)
MEETINGS
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All of our meetings are currently done remotely via video conferencing software.
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This depends a lot on the type of meeting booked. Once you’ve booked we can give you an idea of how long your type of meeting usually runs. That said, every client is different, so the length of meeting does vary from person to person — we want to make sure we knock it out of the park for you!
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This will depend on the type of meeting. Typically you will need to fill out documentation that we will provide, and return those documents to us before our meeting for analysis. If we require additional information (depending on the type of meeting) we will let you know well in advance.
Have a notebook and pen or your laptop handy to take notes, unless you wish to purchase our customized notes and action plan as an additional service.
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We don’t collect deposits in advance of financial planning sessions and we do not charge any fees to clients if they reschedule or cancel their session. We do kindly ask that you give us as much notice as possible if you need to reschedule, so that we have a chance to fill your spot!
General info
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Payment by e-transfer or cheque is preferred. If you need to pay with a credit card, please let us know and we can send you a PayPal link.
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Our mailing address is 51 Wolseley Street, Toronto ON, M5T 1A4.
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Pantry*
*Not all New School planners agree with this answer