Simple, Transparent Pricing
Choose the consultation plan that fits your financial planning needs
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance
$250
per month
- Monthly one-on-one consultation session
- Analytical review of your current financial situation
- Personalized discussion of planning approaches
- Email support between sessions
Consultation Fee: No additional fees
Additional Sessions: $150/hour if needed
Comprehensive Planning
Enhanced support for complex financial situations
$425
per month
- Two monthly consultation sessions
- Detailed analytical reviews and documentation
- Priority scheduling and extended session time
- Quarterly progress reviews and strategy updates
- Phone and email support throughout the month
Consultation Fee: No additional fees
Additional Sessions: $125/hour for additional sessions
Premium Planning
Complete financial planning support for complex needs
$650
per month
- Weekly consultation availability
- Comprehensive analytical reviews with detailed reports
- Priority access to all consultants
- Quarterly comprehensive financial plan reviews
- Unlimited email and phone consultation support
- Access to specialized planning resources
Consultation Fee: No additional fees
Additional Sessions: No charge for additional sessions
Payment Information
All prices include applicable Canadian taxes (GST/HST/PST as required by province)
No commission fees or hidden charges — transparent monthly pricing
Secure payment processing with industry-standard encryption
Representative APR 0% APR (Fixed monthly fee, no interest charges)
Compare All Plans
| Features Included | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation sessions | |||
| Analytical reviews included | |||
| Email support access | |||
| Priority scheduling | |||
| Additional session rates | 1 session | 2 sessions | Weekly access |
Frequently Asked Questions
Can I change my plan anytime
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect on your next billing cycle, and we'll prorate any difference in cost.
What happens if I need to cancel
You can cancel anytime with 30 days written notice. There are no cancellation fees, and you'll continue to receive service through your current billing period.
Do you offer refunds for unused services
We don't provide refunds for consultation services already delivered, but unused sessions within your billing period can often be rescheduled with advance notice.
Need something different? We can create a custom consultation plan for your specific situation.
Discuss Custom Plan