Simple, Transparent Pricing
Choose the financial planning consultation service that fits your needs and budget
Individual results may vary.
Past performance does not guarantee future results.
Starter Consultation
Perfect for getting started
- Monthly financial review session
- Basic budget analysis
- Email support
- Resource library access
Professional Planning
Comprehensive financial guidance
- Bi-weekly consultation sessions
- Detailed financial analysis
- Priority phone and email support
- Personalized action plans
- Tax planning guidance
Premium Advisory
Complete financial partnership
- Weekly one-on-one sessions
- Comprehensive financial planning
- 24/7 priority support
- Estate planning consultation
- Insurance review and analysis
- Quarterly strategy reviews
Pricing Details
- All prices include applicable HST/GST taxes
- No additional processing fees for Canadian payment methods
- Billing occurs monthly on the same date as your initial subscription
- Cancel anytime with 30 days written notice
No interest charges apply to monthly subscription payments
Licensed by Financial Services Regulatory Authority of Ontario - License #FSRAO-2025-0892
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan with one month's notice. Changes take effect at the next billing cycle.
What payment methods do you accept?
We accept major credit cards, debit cards, and electronic bank transfers from Canadian financial institutions.
Is there a minimum commitment period?
No minimum commitment required. You may cancel your subscription at any time with 30 days written notice.
Need Something Different?
Looking for a customized consultation package or have specific financial planning requirements?
Contact Our Team