Choose Your Planning Path
Find the perfect subscription plan to support your financial planning journey
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with financial planning
per month
- Monthly 45-minute consultation
- Email support between sessions
- Basic financial planning resources
- Progress tracking worksheets
Monthly Subscription Fee: 0%
Minimum Commitment: 3 months
Complete Planning
Comprehensive support for serious planners
per month
- Monthly 60-minute consultation
- Unlimited email and text support
- Complete planning resource library
- Quarterly progress reviews
- Priority scheduling and support
Monthly Subscription Fee: 0%
Minimum Commitment: 6 months
Premium Planning
Maximum flexibility and personalized attention
per month
- Two monthly consultations (60 min each)
- 24/7 priority support access
- Premium planning tools and resources
- Monthly written progress reports
- Flexible scheduling and urgent consultations
- Annual comprehensive financial review
Monthly Subscription Fee: 0%
Additional Consultation Rate: $125
Minimum Commitment: 12 months
Additional Services Available
One-Time Financial Review
Comprehensive assessment of your current financial situation with written recommendations and action plan.
Couples Planning Session
Joint consultation for couples to align financial goals and develop coordinated planning strategies.
Payment Information
All subscription fees are charged monthly in advance. No hidden fees or commissions.
HST/GST included where applicable according to Canadian tax regulations.
We accept major credit cards, bank transfers, and pre-authorized debits.
Billing occurs monthly on the same date you initially subscribed.
Representative APR 0.0% (fixed rate, no interest charged on subscription fees)
Common Questions About Pricing
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.
What happens if I miss a payment?
We'll send payment reminders and provide a 10-day grace period. After that, your subscription may be temporarily suspended until payment is received.
Is there a cancellation fee?
No cancellation fees apply. You can cancel anytime with 30 days notice, and you'll retain access through your current billing period.
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