Choose Your Financial Planning Path
Transparent pricing for professional financial guidance that fits your needs and budget
Individual results may vary based on personal circumstances, market conditions, and adherence to planning recommendations
Past performance does not guarantee future results
Basic Consultation
$125
per month
Perfect for individuals seeking foundational financial guidance and periodic check-ins with certified planners
- Monthly 30-minute consultation sessions
- Basic financial analysis and budgeting review
- Email support for quick questions
- Access to financial planning resources
No setup fees, cancel anytime
Professional Planning
$250
per month
Comprehensive financial planning for individuals and families ready to take control of their financial future
- Bi-weekly 45-minute consultation sessions
- Detailed financial analysis and goal planning
- Personalized financial strategies and recommendations
- Priority email and phone support
- Quarterly comprehensive plan reviews
No hidden fees, flexible scheduling
Premium Comprehensive
$425
per month
All-inclusive financial planning for complex situations requiring intensive guidance and ongoing support
- Weekly 60-minute dedicated consultation sessions
- Advanced financial modeling and scenario planning
- Tax optimization and estate planning guidance
- 24/7 priority support access
- Monthly detailed progress reports
- Direct access to senior planning specialists
All-inclusive pricing, premium service level
Pricing Details and Important Information
Service Fees: All subscription fees are clearly stated with no hidden charges or additional service fees
Tax Information: All prices include applicable Canadian federal and provincial taxes (HST/GST as applicable)
Billing Information: Subscriptions are billed monthly in advance, with automatic renewal unless cancelled
Pricing may be adjusted with 30 days advance notice. Individual results may vary based on personal circumstances and commitment to recommended strategies.
Representative APR for payment plans N/A% (subscription service, not a loan product)
Frequently Asked Questions
Can I change or cancel my subscription plan?
Yes, you can upgrade, downgrade, or cancel your subscription at any time with 30 days notice. Changes take effect at the next billing cycle.
What happens if I miss a scheduled consultation?
We offer flexible rescheduling options. Missed appointments can typically be rescheduled within the same billing period based on advisor availability.
Do you offer any satisfaction guarantees?
While we cannot guarantee specific financial outcomes, we are committed to providing professional service. New clients can discuss service expectations during their initial consultation.
Are there any setup or cancellation fees?
No, there are no setup fees, cancellation fees, or long-term contracts. You pay only the monthly subscription fee for the plan you select.
Ready to Begin Your Financial Planning Journey?
Join thousands of Canadians who've taken control of their financial future with professional guidance
Get Started Now