Financial Planning for your future is

MORE THAN JUST A GOOD IDEA…

It’s a responsibility, and a commitment to achieving your life-long goals. IRONSHIELD Financial Planning is a fee-based financial planning firm focusing on goal-oriented solutions. Whether your needs require one of our independent à la carte plans™ or one of our comprehensive KAIZEN Financial Planning Programs™, our team at IRONSHIELD work with you as your trusted advisor to develop and implement a plan for your financial success.

FREE CONSUMER AWARENESS GUIDE!

how to choose and work with a financial planner you can trust

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FREE CONSUMER AWARENESS GUIDE!

how to choose and work with a financial planner you can trust

click to download!

how “sellable” is your business?

find out with our free online tool!

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What our customers say...

We value the personal touch you bring to our review meetings and love the ability to collaberatively work together to assess our options. Your ability to bring to the table options we either didn’t know about or didn’t know we qualified for has been extremely valuable

Larry & Cindy Thorn – Ajax, ONLarry & Cindy Thorn – Ajax, ON

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Our Programs

ComprehensivePrograms

The KAIZEN Financial Planning Process™ allows you to choose the program best suited to your needs. Each program is tailored to individuals and families at a particular financial stage of life, and will allow us to customize a comprehensive plan for your financial future. Whether your aim is to construct a solid financial foundation, accelerate wealth accumulation, or preserve and protect existing or newfound wealth, the professionals at IRONSHIELD will help you define the details of your plan, and ensure that they are attended to. Select a program to learn more about it.

à la CartePrograms

Our “à la Carte” financial plans have been designed for individuals and families who feel that a partial financial plan is all that they need at their current stage of life. Each ‘part’ is independent of all the others and is designed to accomplish specific financial goals. Select a plan to learn more about it.