Choose Your Planning Path
Comprehensive financial guidance designed for your journey
Individual results may vary.
Past performance does not guarantee future results.
Starter Consultation
Perfect for getting started
- Single 90-minute consultation
- Basic financial assessment
- Goal-setting session
- Written summary report
Monthly Planning
Ongoing support and guidance
- Monthly consultations
- Comprehensive financial analysis
- Progress tracking and adjustments
- Email support between sessions
- Quarterly planning reviews
Comprehensive Service
Complete financial partnership
- Bi-weekly consultations
- Advanced planning strategies
- Priority email and phone support
- Tax planning coordination
- Estate planning guidance
- Family financial planning
Pricing Information
Service Fees
Our consultation fees are transparent and straightforward, with no hidden charges or commission-based recommendations.
All fees are paid directly by clients for consultation services only.
Tax Information
All prices include applicable Canadian taxes (GST/HST) as required by law.
Tax amounts vary by province in accordance with Canadian tax legislation.
Prices shown include all applicable taxes.
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Frequently Asked Questions: Frequently Asked Questions: Frequently Asked Questions: Frequently Asked Questions:Frequently Asked Questions: Frequently Asked Questions
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the next billing cycle.
What's included in consultations?
Each consultation includes personalized financial analysis, goal planning, and actionable recommendations tailored to your situation.
Are there any setup fees?
No, there are no setup fees or hidden charges. You pay only the monthly subscription fee for your chosen plan.
How do I cancel my subscription?
You can cancel your subscription anytime with 30 days written notice. There are no cancellation penalties.
Ready to Begin?
Take the first step toward better financial planning. Our team is ready to help you achieve your goals.
Schedule Consultation