Been There Financial Planning: Financial Advisor Ottawa

Been There is an independent, fee only financial advisor in Ottawa, Ontario We are Financial Planner in Ottawa that do not sell products, just provide advice, have no commissions, Fee Only Financial Planner, and we provide transparent pricing Schedule a free 30 minute meeting with us to get started.

Testimonials:

Working with Been There Financial Planning was a terrific experience, and exceeded our expectations. Our Financial Planner addressed life changing issues and provided valuable receommendations. We left the meeting feeling safer, and with confidence knowing that we were going to be all right for several decades.

I had a very good experience working with Been There Financial Planning. William took the time to get to know me and my needs. He explained my options clearly and demonstrated various scenarios. I received a plan which included an evaluation of several options. I feel confident in my choices for me and my family going forward. Thank you for the great service!

I would highly recommend working with William. He suggested several financial options and identified the potential impacts of decisions. William is trustworthy, smart and reliable. He clearly is looking out for his client’s best interest.

About Been There Financial Planning and Your Planner:

Been There Financial Planning is an independent, fee-only financial planner based in Ottawa, Ontario. Been There is operated by William Rychliwsky, who is an accredited financial advisor. William has “been there and done that”, from a personal finance perspective. He paid off his mortgage in less than 19 years, survived a lay off notice and several market downturns, paid for his children’s education by using an RESP, maxed out his RRSP, and bought back pensionable service. He is on target to achieve financial independence, and will semi-retire at age 54. He has served the public while working for over 31 years in government, including working in economic development, finance, and planning, and he also is a financial planner.

William holds the Qualified Associate Financial Planner designation. He also is a Certified Health Insurance Specialist, and has three university degrees including a degree in economics, and a Master’s degree from Queen’s University. He has provided advice to clients about withdrawing savings in retirement, pension buy-backs, inheritance, and managing financial risks.

Values and Mission:

Our mission is to help clients make personal finance decisions that results in them feeling safer and more confident in their financial future. Been There Financial Planning believes in putting the client first, and providing trustworthy, and reliable advice to help clients achieve their financial goals.

At Been There Financial Planning, we work to keep our fees reasonable. Fees paid to purchase an investment product compound over time and could significantly reduce investment values, compared to lower cost alternatives. That is why we frequently encourage clients to utilize low-fee investments, and are always working to provide value to our clients.

Been There Financial Planning is different from most financial planners. Some planners sell investment products to their clients that include various fees. It may be hard for some clients to understand these fees and what they are getting for their money. Been There Financial Planning provides clients with an invoice, so they can see exactly what they are paying for.

The advice delivered at Been There is unbiased because we are not paid by commission. We provide advice not products. Many financial planners receive a commission for the investment products that they sell. There may be an inherent conflict in this relationship because the advice provided could impact the planners compensation. For example, some planners may recommend a higher priced investment to a client because they receive a greater commission then a lower cost alternative.

call or text: (613) 791-6039
email: Solutions@BeenThereFinancial.com
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