Choose Your Financial Planning Path
Transparent pricing for personalized financial guidance that fits your life and budget
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed concepts
Past performance does not guarantee future results
Starter Planning
Perfect for those just beginning their financial journey or with straightforward planning needs
- One 45-minute consultation monthly
- Basic financial analysis and review
- Email support between sessions
- Access to planning resources library
Monthly fee includes all consultations and materials
Complete Planning
Our most comprehensive option for serious financial planning and ongoing guidance
- Two consultations monthly (90 minutes total)
- Detailed analytical reviews and reports
- Priority phone and email support
- Quarterly comprehensive financial checkups
- Access to exclusive planning workshops
All-inclusive monthly subscription with no hidden charges
Executive Planning
Premium service for complex financial situations and high-net-worth individuals
- Unlimited consultations within reason
- Advanced analytical modeling and scenarios
- Direct access to senior planning professionals
- Monthly written financial summaries
- Tax planning coordination assistance
- Same-day response guarantee
Comprehensive monthly fee covering all premium services
Payment Information
- All prices include applicable Canadian taxes (GST/HST/PST as required by province)
- We do not earn commissions from financial product sales - our only income is your subscription fee
- Payment processing fees are included in the monthly subscription price
Representative APR for payment plans 19.9% APR% Variable rate depending on payment method and creditworthiness
Plan Comparison
| Features | Starter Planning | Complete Planning | Executive Planning |
|---|---|---|---|
| Monthly consultations | |||
| Analytical reviews | |||
| Support response time | |||
| Planning resources | 1 session | 2 sessions | Unlimited |
| Written reports | Basic summaries | Detailed reports | Comprehensive analyses |
Frequently Asked Questions
Can I change plans anytime
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle, and we'll prorate any differences.
What if I miss a scheduled consultation
We understand life happens. Consultations can be rescheduled with 24 hours notice, and unused sessions don't roll over to the following month.
Is there a cancellation fee
No cancellation fees ever. You can cancel your subscription at any time with 30 days written notice, and you'll continue receiving service through your final billing period.
Need Something Different
Have unique requirements or managing multiple family members' finances? We can create a customized plan that fits your specific situation and budget.
Discuss Custom Options