Choose Your Consultation Plan
Find the perfect consultation approach for your financial planning needs
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Starter Plan
Perfect for individuals beginning their financial planning journey
per month
- Monthly consultation session
- Basic financial analysis
- Email support
- Resource recommendations
- Advanced planning strategies not included
Professional Plan
Comprehensive consultation services for serious financial planning
per month
- Bi-weekly consultation sessions
- Detailed analytical reviews
- Priority phone and email support
- Personalized planning discussions
- Quarterly progress reviews
Premium Plan
Ultimate consultation experience with maximum access and support
per month
- Weekly consultation availability
- Comprehensive financial analysis
- 24/7 support access
- Advanced planning strategies
- Monthly detailed reports
- Emergency consultation access
Important Pricing Information
- All prices include applicable Canadian taxes (HST/GST/PST as required).
- No additional processing fees for standard payment methods.
- Monthly billing in advance, with option to cancel anytime with 30 days notice.
- No interest charges apply to monthly subscription payments.
Additional Services
One-time Comprehensive Analysis
Detailed financial situation review and written report
CAD $150
Emergency Consultation
Urgent financial consultation outside regular schedule
CAD $100
Registered financial consultation services in Canada
Pricing 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.
Are there any setup fees?
No, there are no setup fees or hidden costs. You only pay the monthly subscription price listed.
What payment methods do you accept?
We accept major credit cards, bank transfers, and electronic fund transfers for Canadian customers.
Need a custom solution? We offer tailored consultation packages for unique situations.
Request Custom Quote