Choose Your Financial Planning Path
Get to know personalized financial guidance with transparent pricing and flexible subscription options
Individual results may vary significantly based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Starter
Perfect for individuals beginning their financial planning journey
Monthly subscription, cancel anytime with 30 days notice
- One 60-minute consultation per month
- Basic financial analysis review
- Email support for questions
- Access to planning resources
- Limited to basic planning topics
- No phone support between sessions
Professional
Comprehensive planning for serious financial goals
Monthly subscription with preferred scheduling
- Two 60-minute consultations per month
- Detailed analytical reviews and reports
- Priority email and phone support
- Advanced planning strategies discussion
- Quarterly goal review sessions
- Market updates and insights
Executive
Premium service for complex financial situations
Monthly subscription with dedicated consultant
- Unlimited consultation hours
- Comprehensive financial analysis
- 24/7 priority support access
- Complex scenario planning
- Monthly written reports
- Emergency consultation availability
- Dedicated consultant relationship
Payment Information
Service Fees
- All prices shown include HST/GST where applicable
- No setup fees or hidden charges
- Payment processed securely through encrypted systems
Canadian Tax Information
- GST/HST rates vary by province (5% to 15%)
- Tax amounts will be clearly shown before payment
- Receipts provided for all transactions
Pricing complies with Canadian consumer protection legislation
Representative APR N/A - No credit providedFixed monthly subscription pricing
Additional Services
Common Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan with 30 days notice. Changes take effect at your next billing cycle.
What happens if I miss a consultation?
We offer flexible rescheduling options. Missed sessions without 24-hour notice may forfeit that month's consultation time.
Do you provide tax or legal advice?
No, our consultations focus on financial planning concepts and analysis. We recommend consulting qualified professionals for tax and legal matters.
Ready to Transform Your Financial Future?
Join 914 clients who have already started their financial planning journey with our expert guidance
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