Ongoing Financial Services
Ongoing Financial Services
Cross-border financial planning isn’t a one-time event. As life changes, new jobs, retirement, investments, or family milestones, your financial plan should evolve with you. Ongoing financial support ensures your strategy stays aligned with your financial goals while keeping you compliant and confident on both sides of the border.
At Clarity Cross Border Planning, we provide flexible, ongoing services to help financial planning clients implement their plan, manage tax obligations, adjust investments, and make smart financial decisions as their financial situation evolves over time.
Who Ongoing Financial Services Are For
Ongoing financial planning services are designed for clients who want continued guidance as their life, finances, and cross-border obligations evolve over time.
- Clients implementing a comprehensive financial plan who want support as decisions arise
- Individuals managing ongoing tax filings and reporting across Canada and the U.S.
- Clients whose investments, retirement goals, or accounts require periodic adjustments
- Families navigating life changes such as career moves, retirement, inheritance, or relocation
Why Ongoing Support Matters
Financial planning isn’t static. New opportunities, tax changes, or personal milestones can quickly affect your strategy. Without regular updates, you risk falling out of compliance or missing opportunities to optimize your wealth and protect your investable assets.
With ongoing support, we help you:
- Implement and update your financial plan with confidence
- Stay compliant with dual tax filings and reporting requirements
- Adjust retirement accounts, tax free savings accounts, and investments as financial affairs change
- Get expert financial advice for major life events or new opportunities
- Maintain a plan that grows and adapts with you, supporting both your present needs and your family's financial future
Our Approach to Ongoing Services
We tailor ongoing support to your needs, whether it’s annual check-ins, periodic updates, or more regular collaboration. Our services offered can include:
- Tax coordination and compliance reviews in both countries
- Investment and account restructuring updates as rules change
- Estate plan and retirement planning adjustments for new life stages
- Acting as a second opinion for new financial decisions or opportunities
Every engagement is fee-only and advice-only, so you’ll never be sold products or pay hidden commissions, just good advice from experienced financial advisors who help you stay on track without pressure from any financial institution.
Why Choose Clarity Cross Border Planning?
Clarity Cross Border Planning offers unmatched expertise for clients with ties to both Canada and the U.S. Led by Brandon Davies, one of the few financial planners dually certified in both countries, we provide ongoing support that keeps you compliant, prepared, and confident in your decisions.
Our flat-fee, transparent model means you always know exactly what you’re paying for, with advice tailored solely to your best interests — no minimum amount, no product sales, and no conflicts tied to wealth management services.
Ready for Long-Term Support?
Your financial journey doesn’t stop once a plan is created, and neither do we. We’ll be there to help you implement, update, and adapt as life unfolds.