Sandi Martin Financial Planning
Sandi Martin, CFP, CFDS, FEA
CFP, CFDS, FEA
Pricing
What they charge
- Retirement Income Planning from $5,100 + tax + $93/mo
- Custom Financial Planning from $4,500 + tax + $46/mo
- Cash Flow Planning (pay-what-you-can) ~$900 single / $1,800 couple + tax
- Hourly $300/hr + tax
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee, Hourly, Subscription
Client minimum
No minimum
Coverage
Ontario · 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 Sandi Martin 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
Retirement income; young families; investment policy
What's included
Services
Retirement income planning, custom financial planning, cash-flow planning, hourly consulting, workshops
Work with Sandi Martin Financial Planning
Advice-only and commission-free, CFP, CFDS, FEA
Independently listed in our fee-only directory. Last checked June 2026.
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