Simple, Transparent Pricing for Professional Planning
Choose the consultation approach that fits your financial planning needs
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Consultation
Perfect for individuals seeking focused financial planning guidance
per month
- Monthly consultation session (60 minutes)
- Basic analytical review of financial situation
- Email support between sessions
- Resource planning guidance
- No advanced market analysis
- No priority scheduling
Comprehensive Planning
Our flagship service for serious financial planning transformation
per month
- Bi-weekly consultation sessions (90 minutes each)
- Detailed analytical reviews and market insights
- Priority scheduling and email support
- Comprehensive resource allocation analysis
- Quarterly progress reviews and strategy adjustments
- No daily consultation access
Executive Advisory
Premium service for complex financial situations and high-net-worth planning
per month
- Weekly consultation sessions (unlimited duration)
- Advanced analytical reviews and market research
- 24/7 email and phone support access
- Complex scenario planning and analysis
- Monthly detailed progress reports
- Direct access to senior consultation team
Payment Information and Billing Details
Service Fees and Charges
All consultation fees are clearly stated with no hidden charges. Monthly billing occurs on your subscription anniversary date. Payment processing fees may apply depending on your chosen payment method.
Tax Information
All prices include applicable Canadian taxes (GST/HST) where required. Tax rates vary by province. International clients may be subject to different tax requirements.
All displayed prices include applicable Canadian taxes (GST/HST)
Licensed Financial Planning Service Provider in Canada
No APR applicable - service fees are fixed monthly charges with no interest or financing components
Pricing Questions and Answers
Can I change my plan anytime?
Yes, you can upgrade or downgrade your consultation plan at any time. Changes take effect at your next billing cycle, and we'll prorate any differences in monthly fees.
What happens if I miss a consultation session?
We understand schedules change. You can reschedule consultation sessions with 24-hour notice. Unused sessions in Essential and Pro plans don't roll over to the following month.
Are there any setup fees or cancellation penalties?
No setup fees or cancellation penalties apply. You can cancel your subscription anytime with 30 days notice. Your consultation access continues until the end of your current billing period.
Do you offer discounts for annual payments?
Yes, we provide a 10% discount for subscribers who choose annual billing instead of monthly payments. This discount applies to all consultation plan levels.
Have questions about our consultation plans or need help choosing the right option for your financial planning needs?
Contact Our Team