Simple, Transparent Pricing
Choose the financial planning consultation level that fits your needs. All plans include access to certified consultants with 15 years of experience.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals getting started with financial planning who need guidance on basic budgeting and goal setting.
per month
- Monthly consultation session (45 minutes)
- Basic financial assessment
- Budgeting and expense analysis
- Email support between sessions
Comprehensive Planning
Our most popular option providing complete financial planning support with regular consultations and detailed analysis.
per month
- Bi-weekly consultation sessions (60 minutes each)
- Detailed financial analysis and planning
- Goal tracking and strategy adjustments
- Priority email and phone support
- Quarterly comprehensive reviews
Premium Consultation
Intensive financial planning with weekly consultations and personalized strategies for complex financial situations.
per month
- Weekly consultation sessions (75 minutes each)
- Advanced financial modeling and analysis
- Personalized strategy development
- 24/7 priority support access
- Monthly detailed progress reports
- Access to specialized consultation areas
Pricing Details
All prices include applicable Canadian taxes (HST/GST as applicable)
No additional transaction fees or hidden charges
Representative APR: N/A (consultation services, not credit products)
Licensed Financial Services Provider - Registration #FSP2024-CA-2020
Common Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with one billing cycle notice. Changes take effect on your next billing date.
What if I need to pause my subscription?
You can pause your subscription for up to 3 months per year. Contact us at least 7 days before your next billing cycle to arrange a pause.
Are there any setup fees?
No setup fees or activation charges. Your first month includes an initial assessment session at no additional cost.
Ready to Start Planning?
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