Transparent Pricing for Financial Planning
Choose the subscription plan that fits your financial planning needs and budget. No hidden fees, no surprises.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey
per month
- Monthly 45-minute consultation
- Basic financial analysis tools
- Email support between sessions
- Resource library access
Complete Planning
Comprehensive financial planning for serious goal achievers
per month
- Monthly 60-minute consultation
- Advanced analysis and planning tools
- Priority email and phone support
- Quarterly strategy reviews
- Custom action plans and tracking
Premium Planning
Elite service for high-net-worth individuals and families
per month
- Bi-weekly 60-minute consultations
- Full-service analysis suite
- Direct advisor phone access
- Monthly detailed progress reports
- Tax optimization strategies
- Estate planning consultation
Pricing Information
Service Fees Structure
Our subscription fees cover all consultation services, analysis tools, and ongoing support with no additional charges or hidden costs.
Service fees are charged monthly in advance with no commission-based charges or transaction fees
Tax and Additional Charges
All prices include applicable Canadian taxes (HST/GST) where required by law.
Displayed prices include all applicable taxes and fees
Licensed Financial Planning Service Provider - Ontario License #FP-2025-717
Monthly subscription with no interest charges or APR applicable 0.0% APRFixed monthly subscription pricing
Frequently Asked Questions
Can I cancel my subscription anytime?
Yes, you can cancel your subscription at any time with 30 days notice. No cancellation fees or penalties apply to your account.
What happens if I miss a monthly consultation?
We offer flexible rescheduling options. Missed sessions can typically be rescheduled within the same billing period at no additional charge.
Do you offer family or couple planning?
Absolutely. Our Complete and Premium plans can accommodate couples or family financial planning within the consultation time allocated.
Start Your Financial Journey Today
Join thousands of satisfied clients who have transformed their financial future with our proven planning approach
Choose Your Plan