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 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 you implement your plan, manage tax obligations, adjust investments, and make smart financial decisions as your life progresses.
Who We Work With
- Implement Their Plan and need guidance through each step
- Manage Tax Filings across Canada and the U.S.
- Adjust Investments to stay aligned with their goals
- Navigate New Life Events that impact their finances
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.
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 and investments as circumstances change
- Get expert advice for major life events or new opportunities
- Maintain a plan that grows and adapts with you
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 can include:
- Tax coordination and compliance reviews in both countries
- Investment and account restructuring updates as rules change
- Estate and retirement planning adjustments for new life stages
- Acting as a second opinion for new financial decisions or opportunities
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.
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.