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Welcome to Milne Financial Planning!

Honest, independent retirement advice 

What sets us apart from other advisors is your choice of services

One-time services

  • This is the perfect choice if you're looking for answers without having your assets managed by the advisor.

  • We work together with you to co-create your plan.

  • We map out your directions.  You implement your plan on your timeline.

Ongoing services*

  • This is the right path for those wanting ongoing support and partnership in your financial journey. 

  • You get peace of mind, knowing that we're here to answer your questions along the way.

  • We implement your plan and manage your portfolio; freeing you to enjoy your life.

*Many advisors require that you manage their assets to be an ongoing client, with Milne Financial Planning you make that choice.  

Here are a few quick facts about us:

We are experienced. We've been helping clients achieve their financial goals since 1996.

We are a fiduciary to all clients. This means we put our client’s best interests before our own.

We are independent. We are a Fee-Only advisor; we do not sell any products or receive any commissions. The advice you receive is unbiased.

Getting Started