Choose Your Financial Planning Path
Explore our subscription plans designed to fit different financial planning needs and budgets
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential
Perfect for getting started
- Monthly financial consultation call
- Basic analytical review
- Email support
- Access to resource library
- No priority booking
- Limited consultation time
Professional
Comprehensive guidance for serious planners
- Extended monthly consultations
- Detailed analytical reviews
- Priority booking and support
- Quarterly progress assessments
- Access to exclusive resources
- No unlimited consultations
Premium
Ultimate financial planning experience
- Unlimited consultation access
- Comprehensive analytical reviews
- 24/7 priority support
- Monthly progress reports
- Exclusive planning tools
- Direct advisor contact
Pricing Details
All prices include applicable HST/GST
No hidden fees or commission charges
Billed monthly, cancel anytime with 30 days notice
Licensed Financial Planning Service Provider under Canadian regulations
Representative APR: 0% (subscription service, no financing)
Optional Add-Ons
Emergency Consultation
Additional consultation session for urgent financial matters
$75 per session
Add to Plan →Detailed Written Report
Comprehensive written analysis of your financial situation
$150 per report
Add to Plan →Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
What if I need to cancel my subscription?
You can cancel with 30 days written notice. You'll retain access to services through the end of your current billing period.
Are there any setup fees?
No, there are no setup fees or hidden charges. You only pay the monthly subscription fee for your chosen plan.
Ready to Start Planning?
Choose the plan that fits your needs and begin your financial planning journey today
Get Started Now