Professional financial planning subscriptions designed for Canadians who want clarity, confidence, and control over their money decisions
Financial planning involves risks and individual results may vary based on personal circumstances and market conditions
One-on-one sessions tailored to your unique financial situation, goals, and timeline. Get clear, actionable insights that make sense for your life.
Detailed reviews of your current financial position with practical recommendations for improvement. Understand where you stand and where you're headed.
Monthly subscription model ensures continuous guidance as your circumstances change. No more wondering if you're on the right track.
Marketing Manager, Vancouver
The monthly consultations have completely changed how I think about money. Finally have a clear path forward instead of just hoping for the best.
Software Developer, Toronto
Best financial decision I've made was subscribing to their planning service. The personalized approach actually fits my situation, not some generic template.
You pay $250 monthly for unlimited access to personalized financial consultations, analytical reviews, and ongoing support. Cancel anytime with 30 days notice.
Every session covers your current financial position, goal progress, market updates relevant to your situation, and actionable next steps. Sessions typically last 45-60 minutes.
We provide analytical reviews and discuss various approaches to financial planning, but all final decisions remain yours. We help you understand your options, not make choices for you.
Most clients have their first consultation within 48-72 hours of subscribing. We'll send a brief questionnaire to prepare for your initial session.
Client built a six-month emergency fund within 14 months through strategic budgeting and automated savings recommendations.
Helped client eliminate $45,000 in consumer debt using a customized repayment strategy while maintaining quality of life.
Guided client through comprehensive retirement analysis, resulting in increased confidence and clearer timeline expectations.
Complete our detailed questionnaire about your current situation, goals, and concerns. This helps us prepare for your first consultation.
Comprehensive 60-minute session to understand your complete financial picture and establish priorities for moving forward.
Regular check-ins to monitor progress, adjust strategies, and address new questions as your situation evolves.
Email support between sessions for quick questions, plus access to updated analysis as needed throughout the month.