# Meri-Li Forrest

> Meri-Li Forrest is a fee-only financial advisor at Be Wealthy Financial Coaching Inc. in Oakville, Ontario, Canada, who holds the CFP and CIM credentials. Meri-Li charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee (one-time plans from C$1,200) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/meri-li-forrest/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Be Wealthy Financial Coaching Inc.
- **Based in:** Oakville, Ontario, Canada
- **Fee model:** Flat fee or retainer; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** one-time plans from C$1,200
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, CIM
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners, Physicians & residents
- **Works with:** Physicians
- **Website:** www.bewealthycoaching.com

## Frequently asked questions

### Is Meri-Li Forrest a fee-only financial advisor?

Yes. Meri-Li Forrest is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

### How does Meri-Li charge for financial advice?

Meri-Li charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee.

### How much does Meri-Li charge?

According to Be Wealthy Financial Coaching Inc.'s website, checked October 28, 2026: one-time plans from C$1,200.

### Does Meri-Li work with clients virtually?

Yes. Be Wealthy Financial Coaching Inc. says on its website that it works with clients remotely.

### Where is Meri-Li Forrest based?

Meri-Li Forrest is based in Oakville, Ontario, Canada.

### What does Meri-Li specialize in?

Meri-Li's specialties include retirement planning, tax planning, estate & legacy planning, small business owners and physicians & residents. Meri-Li works with physicians.

### What credentials does Meri-Li Forrest hold?

Meri-Li Forrest holds the CFP and CIM credentials.

### How do I contact Meri-Li Forrest?

Through Meri-Li's website, www.bewealthycoaching.com.

## Sources

- Canadian fee-only planners directory: a directory limited to fee-only planners
- The firm's website (https://www.bewealthycoaching.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.