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Been There Financial Planning: Your Trusted Fee Only Financial Advisor in Ottawa

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As the income tax deadline approaches, many individuals and businesses are scrambling to get their finances in order. This can be a stressful and overwhelming time for anyone, but with the help of a trusted financial advisor, you can navigate the complex world of finances with ease. Been There Financial Planning is an independent, fee only financial advisor in Ottawa, Ontario, providing personalized financial advice and guidance to individuals and businesses alike.

Who We Are:

At Been There Financial Planner in Ottawa, we understand that every client has unique financial needs and goals. That's why we take the time to get to know you and your financial situation in depth before providing any advice. As a Fee only financial planner, we do not sell products or receive commissions, so you can rest assured that our advice is always in your best interest.

Our Services:

Our financial planning services are designed to help you achieve your financial goals and provide you with peace of mind. We offer a range of services, including retirement planning, investment planning, tax planning, estate planning, and more. Our services are tailored to your specific needs and goals, so you can rest assured that you're receiving personalized advice and guidance.

Why Choose Been There Financial Planning?

There are many financial advisors in Ottawa, but we believe that our approach sets us apart from the rest. Here are some of the reasons why you should choose Been There Financial Planning as your trusted financial advisor:

We Only Provide Advice – Unlike other financial advisors, we do not sell products, so our advice is always unbiased and in your best interest.

We Are Accountable to You – We do not have any sales targets or commissions to meet, so you can trust that our advice is based solely on your needs and goals.

We Take on Fewer Clients – We believe in quality over quantity, so we take on fewer clients than most Financial Planner near me. This allows us to get to know you and your financial situation in depth, providing you with personalized advice and guidance.

We Support a Cause – We believe that everyone deserves access to financial education and resources, which is why we donate a portion of every dollar spent by our clients to a worthy cause.

Our Financial Planner:

William Rychliwsky, the founder and financial planner at Been There Financial Planning, is an accredited financial advisor with years of experience helping clients achieve their financial goals. With a degree in economics and a Master's degree from Queen's University, William has the knowledge and expertise to provide you with personalized financial advice and guidance.

Get in Touch:

If you're looking for a trusted financial advisor in Ottawa, look no further than Been There Financial Planning. We offer a free 30 minute meeting to get started, so you can learn more about our services and how we can help you achieve your financial goals. Contact us today by visiting our website, calling us at (613) 791-6039, or emailing us at Solutions@BeenThereFinancial.com. You can also follow us on Twitter and Facebook to stay up to date with our latest news and tips.

email: Solutions@BeenThereFinancial.com
PHONE: (613) 791-6039




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