Simple, Transparent Pricing
Choose the consultation frequency that works best for your financial planning needs
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey
per month
- Monthly 60-minute consultation
- Basic analytical review
- Email support between sessions
- Financial goal tracking
- Resource recommendations
Service Fee: No additional fees
Additional Hours: $75/hour
Comprehensive Planning
Ideal for those with complex financial situations
per month
- Monthly 90-minute consultation
- Detailed analytical reviews
- Priority email and phone support
- Quarterly progress assessments
- Custom planning scenarios
Service Fee: No additional fees
Additional Hours: $75/hour
Premium Planning
For high-net-worth individuals requiring specialized attention
per month
- Monthly 120-minute consultation
- Comprehensive analytical reviews
- 24/7 priority support access
- Bi-weekly check-in calls
- Advanced planning strategies
- Dedicated consultant relationship
Service Fee: No additional fees
Additional Hours: $75/hour
Payment Information
All prices include applicable HST/GST as required by Canadian tax law
We do not receive commissions from financial product sales - our only income is your subscription fee
Monthly subscriptions are billed on the same date each month and may be cancelled with 30 days notice
Subscription services do not involve credit or lending N/A No interest charges apply to our consultation services
Compare Our Plans
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation frequency | 60 minutes monthly | 90 minutes monthly | 120 minutes monthly |
| Personalized analytical reviews | |||
| Flexible scheduling options | |||
| Transparent pricing structure | Basic tracking | Quarterly reviews | Bi-weekly calls |
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.
What if I need to cancel my subscription?
You may cancel anytime with 30 days written notice. No cancellation fees apply and you'll retain access until the end of your billing period.
Are there any setup fees?
No setup fees, activation charges, or hidden costs. Your monthly subscription includes everything listed in your chosen plan.
Questions About Pricing?
Our team is happy to discuss which plan might work best for your specific situation and goals.
Contact Us