Unbiased financial advice delivered from someone that has been there. Just advice, commission free, and no nonsense:
Book your free 30 minute meeting by clicking here, and speak with a qualified and accredited financial planner, without any obligation. Feel free to ask me anything.
We are different from other Financial Advisors because…:
We only provide advice, we do not sell products, and we provide transparent pricing: Fee Only Financial Planner
We put the client’s interest first and are accountable to the client not corporate shareholders. Since we do not sell products (like mutual funds or insurance) we do not have commission or sales targets. Learn more about our packages and prices here.
We take on fewer clients than most financial planners:
As a result we have time to get to know you and this allows us to customize our advice to your individual needs.
We do the right thing and are not just about profit, we support a cause:
Just by being a client you are part of this cause and every dollar spent by a client helps someone in need. Learn more here.
We have been there and have experienced similar struggles as our clients:
Therefore, we have a better understanding of your experience. You can also learn from our experience and this can help achieve your goals.
Been There Financial Planning delivers:
If you live in the Ottawa area. We come to your door, especially if you have a mobility challenge. We can also meet by video conference or phone, and are available to meet on Saturdays and Sundays.
About Been There Financial Planning and Your Financial 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 semi-retire at age 54.
William holds the Qualified Associate Financial Planner designation and is a Certified Health Insurance Specialist. He also has three university degrees including a degree in economics, and a Master’s degree from Queen’s University.