Smart Financial Planning Made Simple

Get expert guidance on budgeting, saving, and building your financial future with our comprehensive monthly subscription service designed for busy Canadians.

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Financial planning involves risks and individual circumstances vary significantly

Ready to Transform Your Financial Future

Professional financial advisor reviewing documents with client

Join thousands of Canadians building better financial habits

Our subscription-based approach means you get consistent, ongoing support rather than one-time advice. Think of it as having a financial mentor in your corner, helping you navigate everything from monthly budgeting to long-term planning strategies.

With over 4854 clients and 4 years of experience, we've helped people just like you create realistic financial plans that actually work. No complicated jargon or impossible goals — just practical guidance that fits your life.

  • Monthly personalized financial consultations and planning sessions
  • Ongoing support and strategy adjustments as your life changes
  • Access to planning tools and resources designed for Canadian regulations
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Simple, Transparent Pricing

One comprehensive plan that covers all your financial planning needs

Complete Financial Planning

Everything you need for comprehensive financial planning and ongoing consultation support

  • Monthly one-on-one consultation sessions
  • Personalized budgeting and planning strategies
  • Ongoing email support and resource access
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Meet Your Financial Planning Team

Sarah Mitchell, Senior Financial Planning Consultant

Sarah Mitchell

Senior Planning Consultant

With over 8 years in financial consulting, Sarah specializes in helping young professionals create sustainable budgeting strategies. She believes financial planning should be approachable, not intimidating — and brings that philosophy to every client interaction.

Michael Chen, Financial Planning Specialist

Michael Chen

Planning Specialist

Michael focuses on mid-career financial transitions and helping clients navigate major life changes. His practical approach to money management has helped hundreds of clients build confidence in their financial decisions over the past 6 years.

Jennifer Walsh, Client Success Manager

Jennifer Walsh

Client Success Manager

Jennifer ensures every client gets the most from their subscription. She coordinates consultations, provides ongoing support, and helps clients stay on track with their financial goals. Her background in client relations spans over 5 years in financial services.

Our Service Commitment

We're committed to providing valuable, actionable financial guidance that makes a real difference in your life. Our approach focuses on practical strategies you can actually implement, not theoretical advice that sounds good on paper.

If you're not satisfied with the value you're receiving from your monthly consultations within the first 30 days, we'll work with you to adjust our approach or help you find a better solution for your needs.

Your financial success is our priority, and we stand behind the quality of our consultation services

What Drives Our Approach

Our Mission

To make professional financial planning accessible and practical for everyday Canadians, providing ongoing support that adapts to your changing needs and circumstances.

Our Vision

A future where every Canadian feels confident about their financial decisions and has access to personalized guidance that fits their lifestyle and budget.

Practical Guidance

We focus on actionable strategies you can implement immediately, not complex theories that don't translate to real life.

Ongoing Support

Financial planning isn't a one-time event. We provide consistent monthly support to help you stay on track and adjust as needed.

Canadian Focus

Our strategies and recommendations are specifically designed for Canadian financial regulations, tax considerations, and market conditions.

Our Journey in Financial Planning

2021

Founded norivastalex with a mission to make financial planning more accessible to everyday Canadians through subscription-based consultation services.

2023

Expanded our team of planning specialists and reached over 2000 active subscribers across Canada, refining our consultation approach based on client feedback.

2024

Launched enhanced support systems and resource libraries, helping over 4854 clients develop better financial habits through our ongoing consultation model.

Why Choose Our Financial Planning Service

Subscription-Based Consistency

Unlike one-time consultations that leave you on your own, our monthly subscription ensures ongoing support as your financial situation evolves. You'll always have access to guidance when you need it most.

Real-World Experience

Our team has completed 94 comprehensive planning projects and worked with 4854 clients over 4 years. We understand the challenges Canadians face and provide strategies that actually work in practice.

Personalized Approach

Every consultation is tailored to your specific situation. Whether you're just starting your financial journey or looking to optimize existing strategies, we adapt our guidance to fit your needs and goals.

Canadian Expertise

We specialize in Canadian financial landscapes, from provincial tax considerations to federal regulations. Our recommendations are designed specifically for Canadian residents and market conditions.

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+1 (285) 669-721

contact@norivastalex.com