Choose Your Plan

Transparent pricing for comprehensive financial planning. All plans include VAT and come with no hidden fees.

Individual results may vary.

Past performance does not guarantee future results.

Essential Planning

$250

per month

Perfect for individuals starting their financial planning journey.

  • Monthly consultation sessions
  • Personalized planning strategies
  • Email support between meetings
  • Progress tracking and updates
Get Started
Most Popular

Professional Planning

$250

per month

Our comprehensive monthly subscription covering all your financial planning needs.

  • Unlimited consultation access
  • Advanced planning strategies
  • Priority email and phone support
  • Quarterly progress reviews
  • Custom financial scenarios
Get Started

Executive Planning

$250

per month

Premium service with dedicated support for complex financial situations.

  • Weekly consultation availability
  • Complex financial modeling
  • 24/7 priority support
  • Monthly detailed reports
  • Tax planning coordination
  • Estate planning guidance
Get Started

Pricing Information

  • All prices include applicable Canadian taxes (HST/GST).
  • No additional fees or commissions - transparent monthly billing.
  • Billed monthly on your subscription anniversary date.
  • Licensed by FCAFRN 472891

Representative APR: 0% (no financing offered) N/ASubscription pricing may change with 30 days notice.

Additional Services

One-Time Consultation

$150/hour

Perfect for specific questions or one-off planning needs.

Book Session

Custom Projects

Quote on request

Specialized planning projects outside regular subscription scope.

Get Quote

Pricing Questions

Can I cancel my subscription anytime?

Yes, you can cancel with 30 days written notice. No cancellation fees or penalties apply.

Are there any setup or hidden fees?

No hidden fees. The monthly subscription price covers all standard services and support.

Do you offer refunds for unused services?

We don't provide refunds for partial months, but you can cancel to avoid future charges.

Need Something Different?

We can create a customized planning approach for unique situations or specific requirements.

Contact Us