Transparent Pricing for Professional Financial Planning

Choose the consultation plan that fits your financial planning needs. All plans include personalized guidance from qualified professionals with transparent pricing and no hidden fees.

Monthly subscription model ensures ongoing access to professional financial guidance

Individual results may vary based on personal circumstances, market conditions, and implementation of recommended strategies.

Past performance does not guarantee future results.

Essential Consultation

$150

per month

  • Monthly financial health review session
  • Email support for financial questions
  • Basic planning resources and guides
  • Advanced analytical reviews
  • Priority scheduling
Start Essential
Most Popular

Comprehensive Planning

$250

per month

  • Bi-weekly consultation sessions
  • Comprehensive financial analysis reports
  • Priority email and phone support
  • Customized planning strategies
  • Quarterly goal review meetings
Choose Professional

Executive Advisory

$400

per month

  • Weekly consultation availability
  • Advanced analytical modeling
  • Direct advisor phone access
  • Complex financial situation expertise
  • Exclusive executive-level service
Select Executive

Pricing Details and Information

All prices include applicable Canadian taxes (HST/GST)

No commission-based fees or hidden charges

Billed monthly in advance with automatic renewal

Cancel anytime with 30 days notice

Licensed by Financial Planning Standards Council ID 847329

Additional Services Available

Estate Planning Consultation

Specialized consultation focusing on estate planning strategies and wealth transfer considerations for your specific situation.

$200

Add Service

Tax Optimization Review

Comprehensive review of your tax situation with strategies for optimization and efficient planning approaches.

$175

Add Service

Representative APR N/A% Not applicable to consultation services

Frequently Asked Questions

Can I change my plan at any time?

Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the beginning of your next billing cycle.

What happens if I cancel my subscription?

You can cancel with 30 days notice. You'll continue to have access to services until the end of your current billing period.

Are there any setup fees or long-term contracts?

No setup fees or long-term contracts required. Our month-to-month subscriptions provide flexibility and transparency.

Ready to start your financial planning journey?

Join thousands of Canadians who trust our professional guidance to navigate their financial decisions with confidence.

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