ABZ Financial Planning
Jason Flynn, CFP
CFP
Pricing
What they charge
- Core planning: Plan A (Mid-Career) $3,200+tax
- Plan B (Near/In Retirement) $4,200+tax
- Plan C (Caregiver) $5,880+tax. Ongoing: Plan A $1,596/yr ($133/mo)
- Plan B $2,280/yr ($190/mo)
- Plan C $2,880/yr ($240/mo)
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee, Subscription
Client minimum
No minimum
Coverage
Whitehorse, YT · Virtual across Canada
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay ABZ Financial Planning
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
DIY investors; family caregivers (RDSP, DTC, Henson Trust); RCMP members
What's included
Services
Advice-only comprehensive planning, CPP/OAS/pension timing, withdrawal strategy, tax, estate, ongoing support, personal tax prep add-on, disability/caregiver planning
Work with ABZ Financial Planning
Advice-only and commission-free, CFP
Independently listed in our fee-only directory. Last checked June 2026.
Keep comparing
More fee-only planners
A Money Maker Mindset
Lori Curtiss, MBA, CFP, CFBS
Fee model
Coverage
Virtual across Canada
Financial psychology / behavioural finance
Alaphia Financial Wellness
Natasha Knox, CFP, TEP, FBS
Fee model
Coverage
Virtual across Canada
Financial therapy; sudden wealth; purpose-driven millennials/GenX
Alberta Financial Planner (Wealth Architects Inc.)
Kenneth Doll, CFP, CLU, TEP, ICD.D
Fee model
Coverage
Virtual across Canada
HNW, professional athletes (NHL), executives, business owners, farmers/ranchers, sudden wealth