Simple, Transparent Pricing
Choose the consultation plan that fits your financial planning needs. All plans include personalized analytical reviews and direct access to our experienced consultants.
Essential
Perfect for individuals starting their financial planning journey
per month
- Monthly consultation session (45 minutes)
- Basic financial analysis and review
- Email support between sessions
- Access to planning resources
- Priority scheduling not included
Professional
Comprehensive planning for serious financial growth
per month
- Two consultation sessions monthly (45 minutes each)
- Detailed analytical reviews and reports
- Priority email and phone support
- Quarterly comprehensive planning sessions
- Custom financial planning materials
Executive
Premium service for complex financial situations
per month
- Weekly consultation sessions (60 minutes each)
- Advanced analytical modeling and projections
- Direct access to senior consultants
- Monthly comprehensive strategy reviews
- Emergency consultation availability
- Personalized planning documentation
Pricing Information
- All prices include applicable taxes
- No additional fees or commissions
- Billed monthly, cancel anytime with 30 days notice
Individual results may vary
Past performance does not guarantee future results.
Representative APR 0% (No financing offered - subscription service only)
Licensed Financial Planning Service Provider in Canada
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
What if I need to cancel?
You can cancel anytime with 30 days written notice. You'll continue to receive services through the end of your current billing period.
Do you offer refunds?
We don't offer refunds for services already provided, but we work with clients to ensure satisfaction and address any concerns.
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