Simple, Transparent Pricing for Financial Planning

Choose the subscription plan that fits your financial planning needs and budget

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 who need basic guidance and support

$199

per month

  • Monthly 60-minute consultation
  • Basic financial health assessment
  • Email support
  • Resource library access
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Most Popular

Comprehensive Planning

Our signature service offering complete financial guidance for serious planners ready to optimize their financial future

$250

per month

  • Monthly 90-minute consultation
  • Detailed financial analysis report
  • Priority email and phone support
  • Personalized action plans
  • Quarterly progress reviews
Choose This Plan

Premium Advisory

Comprehensive service for high-net-worth individuals requiring sophisticated financial planning and ongoing strategic guidance

$399

per month

  • Bi-weekly 90-minute consultations
  • Advanced financial modeling
  • 24/7 priority support
  • Specialized planning strategies
  • Monthly written reports
  • Direct consultant access
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Pricing Details

Service Fee Structure: All fees are transparent with no hidden commissions or additional charges

Tax Information: All prices include applicable Canadian taxes (GST/HST/PST as required)

Payment Terms: Subscription fees of $250 CAD per month are billed in advance on a recurring monthly basis

Monthly subscription billing with no interest charges or representative APR applicable

Subscription payments are not credit products and no interest rates apply

Additional Services

One-Time Financial Review

Comprehensive financial assessment for non-subscribers

$150 CAD

Document Review Session

Professional review of financial documents and contracts

$125 CAD

Need Something Different?

We can create customized planning solutions for unique financial situations or corporate clients

Discuss Custom Options

Pricing Questions

Can I change my plan at any time?

Yes, you can upgrade or downgrade your subscription plan with 30 days notice. Changes take effect at your next billing cycle

Is there a minimum commitment period?

No minimum commitment required. You can cancel your subscription anytime with 30 days notice

What payment methods do you accept?

We accept all major credit cards, debit cards, and electronic bank transfers for subscription payments