Broker Check


You’re in a high-stakes game. Whether you’re leading a team of cutting-edge software developers, practicing in the medical field, or managing your family and your career, you’ve got a lot on your plate. You know you only get one shot at your financial future, but you don’t have time to dig into the details. Our Professional/Family level subscription model allows us to cover every detail of your personal finances so you don’t have to. We monitor your progress and implement the best solutions so you can focus on what you do best.

We’ll tackle each area that impacts your financial plan and future goals, protecting your income, and understanding your benefits at work. You’ll have access to on-demand service, so any time you need us to switch gears or offer guidance, we’ll be here for you. We’ll make sure you have a solid foundation so even when life is unpredictable, you never miss a beat.

Who's it for?

  • Established professionals 
  • Medical practitioners
  • Dental practitioners 
  • Dual-income families

Common Services

  • Comprehensive income protection and risk analysis

  • Cash flow planning and monitoring (including FLO® Reservoir setup and full access to team concierge)

  • Comprehensive investments analysis and strategy

  • Employee benefits analysis, optimization/coordination between spouses

  • Debt analysis and debt planning strategy

  • RICP® - Retirement income planning analysis and strategy

  • Net worth analysis and tracking of progress

  • Tax strategy and planning*

  • Up to 4 personal 60-min consultations with advisor per year

  • Wealth Management full planning experience

  • Ongoing quarterly progress report and tutorials

Our Philosophy on Wealth Management

*Parkes Financial does not provide tax advice.

Our Process

Each member of our team will work with you for a seamless, integrated experience as we:

  1. 1

    Gather Information

    Understand your goals and current situation

  2. 2

    Build your financial scorecard

    Customize our planning priorities (areas of focus)

  3. 3

    Recommend strategies

    Provide ongoing analysis and recommendations

  4. 4

    Implement & update

    Take action to improve Financial Balance

  5. 5

    Measure Progress

    Set up tools to track your progress:

    • Wealth Steps®
    • The Living Balance Sheet®
    • FLO® (24/7 cash flow monitoring app)
    • Performance Insights™ (Platinum only)

Each quarter, we’ll show you your progress toward Financial Balance® as you: protect your todays, build world-class savings, ensure you have life-event funds, and live debt-free.

Tools You Will Get

  1. 1Living Balance Sheet Logo
    Living Balance Sheet® full planning experience and secure website access
  2. 2FLO Logo
    FLO® app (24/7 cash flow monitoring)
  3. 3Brokerage/Advisory account services (account setup and maintenance)*
  4. 4Account aggregation, personalized alerts, dynamic reports, personal financial vault

*Does not include free trades

Schedule Your Enrollment Call to Get Started

Schedule Now