Choose Your Financial Planning Path
Transparent pricing with no hidden fees — select the plan that fits your financial planning needs and budget
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who need basic guidance and budgeting support
- Monthly 45-minute consultation session
- Basic budgeting and cash flow analysis
- Goal-setting and progress tracking
- Email support between sessions
Monthly subscription billing, cancel anytime with 30-day notice
Comprehensive Planning
Our signature service offering complete financial planning guidance with regular strategic consultations
- Monthly 90-minute consultation session
- Comprehensive financial planning review
- Tax planning strategy discussions
- Retirement planning guidance
- Priority email and phone support
Monthly subscription with priority scheduling and extended consultation time
Premium Advisory
Intensive support for high-net-worth individuals requiring sophisticated planning strategies and frequent consultation
- Bi-weekly consultation sessions (120 minutes total)
- Advanced tax and estate planning strategies
- Dedicated financial planning specialist
- Quarterly comprehensive portfolio reviews
- Unlimited consultation support via phone and email
- Same-day response guarantee for urgent matters
Monthly premium subscription with maximum consultation time and priority access
Payment Information
Service Fees: All fees are clearly stated with no hidden charges or commission-based sales
Tax Inclusion: All prices include applicable Canadian taxes (HST/GST as required by province)
Billing Schedule: Monthly billing on the anniversary of your subscription start date
Accepted Payment Methods: Credit card, debit card, and electronic bank transfer
Representative APR N/A - Services billed monthly with no interest chargesNo APR applicable for monthly service subscriptions paid in full
Compare Plan Features
| Feature | Essential Planning | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly consultation time | |||
| Planning complexity level | |||
| Response time guarantee | |||
| Additional support access |
Frequently Asked Questions
Can I change my plan after subscribing
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll prorate any differences in pricing.
What happens if I need to cancel my subscription
You can cancel anytime with 30 days written notice. You'll continue to receive services through your final billing period, and we'll provide a transition summary of your planning progress.
Are there any setup fees or contracts
No setup fees and no long-term contracts required. Your subscription continues month-to-month until you decide to cancel with proper notice.
Ready to Start Your Financial Planning Journey
Join over 3542 clients who've transformed their financial outlook through our subscription planning approach
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