Flexible Financial Planning Plans
Choose the consultation level that fits your needs and budget
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey
$199
per month
- Monthly 45-minute consultation session
- Basic budgeting and planning guidance
- Email support for urgent questions
- Access to planning worksheets and resources
No hidden fees or commission-based recommendations
Complete Planning
Comprehensive support for serious financial planning goals
$250
per month
- Monthly 60-minute consultation session
- Comprehensive financial planning and analysis
- Unlimited email and phone support
- Advanced planning tools and calculators
- Quarterly goal review and strategy adjustment
Transparent fee structure with no hidden costs
Premium Planning
Maximum support with priority access and advanced strategies
$350
per month
- Bi-weekly 60-minute consultation sessions
- Advanced financial planning and optimization
- Priority phone and email support
- Custom planning documents and analysis
- Monthly strategy reviews and adjustments
- Direct consultant access for time-sensitive decisions
Premium service with complete fee transparency
Pricing Information
All prices shown include applicable Canadian GST/HST as required by provincial regulations
We operate on a transparent fee-only model with no commissions or hidden charges
Our financial planning subscription is billed monthly at $250 CAD plus applicable taxes. Payment is due at the beginning of each billing cycle.
Monthly subscriptions do not involve credit or financing arrangements
Feature Comparison
| Features | Essential Planning | Complete Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Support availability | |||
| Planning complexity | |||
| Resource access | |||
| Review frequency | 45 minutes | Email only | Basic planning |
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with one billing cycle notice. Changes take effect at your next billing date.
Are there any setup fees?
No setup fees or hidden charges. You pay only the monthly subscription fee plus applicable taxes.
What if I need to cancel?
You can cancel anytime with 30 days notice. You'll retain access through your current billing period.