Transparent Pricing Plans
Choose the subscription plan that matches your financial planning needs and goals. No hidden fees, no surprises—just straightforward professional guidance.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with financial planning
$150
per month
- Monthly 60-minute consultation session
- Basic financial health assessment
- Goal setting and priority planning
- Email support between sessions
Advisory Fee: 0.75%
Additional Hours: $125
Comprehensive Planning
Our most comprehensive planning solution
$250
per month
- Two monthly consultation sessions (90 minutes total)
- Detailed financial analysis and reporting
- Strategic planning and optimization guidance
- Priority email and phone support
- Quarterly comprehensive plan reviews
Advisory Fee: 0.65%
Additional Hours: $110
Premium Planning
Maximum support and personalized attention
$375
per month
- Unlimited consultation sessions within reason
- Advanced financial modeling and projections
- Tax planning and optimization strategies
- Direct advisor phone line access
- Monthly detailed progress reports
- Specialized planning for complex situations
Advisory Fee: 0.55%
Additional Hours: $95
Payment Information
Fee Structure Details
Our transparent fee structure includes monthly subscription fees plus advisory fees based on asset values under guidance
- Monthly subscription fees as outlined in each plan
- Advisory fees calculated quarterly on guided asset values
Taxes and Regulatory Fees
All prices include applicable Canadian federal and provincial taxes
HST/GST rates vary by province and are calculated at checkout
Tax rates depend on your province of residence and current regulations
Representative APR for credit products 12.9% variable, terms and conditions apply
Credit products subject to approval and creditworthiness assessment
Frequently Asked Questions
Can I change plans or cancel my subscription
Absolutely. You can upgrade, downgrade, or cancel your subscription at any time with 30 days notice. We believe in flexibility as your needs change over time.
Are there any additional fees I should know about
Our pricing is transparent. The only additional costs are advisory fees on guided assets (clearly disclosed) and taxes. No hidden charges or surprise fees ever.
What happens if I need more consultation time than my plan includes
Additional consultation time is available at the hourly rates shown for each plan. We'll always discuss this with you before scheduling extra sessions.
Need Something Different
Every financial situation is unique. If our standard plans don't quite fit your needs, let's discuss a customized approach that works better for your circumstances.
Discuss Options