Let's Talk About Your Financial Goals
Whether you're starting your budgeting journey or looking to refine your approach, we're here to help. Reach out and we'll get back to you within one business day.
Get In Touch
Visit Us
721 Queen St
Kincardine, ON N2Z 1Z9
Canada
Call Us
Email Us
Finding Our Office
We're located on Queen Street in downtown Kincardine, just a short walk from the waterfront. Street parking is available, and there's a municipal lot two blocks south.
Send Us a Message
Fill out the form below and someone from our team will respond within 24 hours during business days. We read every message personally.
When We're Available
Office Hours
Monday to Friday: 9:00 AM - 5:00 PM EST
Saturday: By appointment only
Sunday: Closed
Email Response Time
We typically respond to emails within one business day, though sometimes sooner during regular hours.
Messages sent on weekends receive replies the following Monday.
Phone Support
Available during office hours for immediate questions.
Leave a voicemail outside these times and we'll call back the next business day.
What Happens Next?
After you submit your message, you'll receive an automatic confirmation email. Then, one of our team members will review your inquiry and respond with relevant information or schedule a conversation if that makes more sense.
Most questions get answered in our first exchange, but sometimes we need a quick phone call to understand your situation better. Either way, we'll make sure you get what you need.