Simple, Transparent Pricing
Choose the financial planning approach that fits your needs. All plans include personalized consultations and ongoing support.
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for getting started
- Monthly 30-minute consultation
- Basic financial analysis
- Email support
- Goal tracking assistance
Comprehensive Planning
Our most popular option
- Monthly 60-minute consultation
- Detailed analytical reviews
- Priority email and phone support
- Comprehensive goal planning
- Quarterly progress reports
Premium Planning
Maximum support and guidance
- Bi-weekly 45-minute consultations
- Advanced analytical modeling
- Unlimited phone and email support
- Tax strategy discussions
- Estate planning considerations
- Monthly detailed progress reports
Pricing Details
All prices include applicable GST/HST as required by Canadian tax law
No commissions or hidden fees. Your subscription covers all consultation and analysis services
Monthly billing, cancel anytime with 30 days notice. First month payment due upon subscription
Representative APR: Not applicable - monthly service fees only
Licensed financial services provider in Canada under applicable provincial regulations
Compare All Features
| Features Comparison | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Analysis depth | |||
| Support availability | |||
| Progress reporting | |||
| Specialized planning | 30 min / 60 min / 90 min total | Basic / Detailed / Advanced | Email / Priority / Unlimited |
Pricing Questions
Can I change plans later?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll prorate any differences.
What if I need to cancel?
You can cancel anytime with 30 days written notice. We'll continue providing services through the end of your current billing period.
Are there any setup fees?
No setup fees or hidden costs. Your monthly subscription covers all services, including your initial comprehensive assessment.
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