Business Blocks 101 specializes in hourly financial planning and consulting services for individuals, high-net-worth individuals, corporations, and retirement plans. Founded in 2008 and led by John Mark Canada, the firm does not manage investment portfolios or take custody of client funds. Instead, Business Blocks 101 focuses on delivering personalized financial plans covering areas such as investment planning, life insurance, tax concerns, retirement planning, college savings, and debt management. The firm uses fundamental analysis and long-term trading strategies when providing investment recommendations, but clients retain full control over their own accounts and brokerage execution. Additionally, the principal is a licensed insurance agent and certified tax specialist, meaning clients may have access to separate tax preparation and insurance products.
Fee Structure
- Hourly financial planning — $150 per hour, covering investment planning, life insurance, tax concerns, retirement planning, college savings, and debt management.