Choose Your Financial Planning Path
Transparent pricing for professional guidance that fits your needs
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Starter Guidance
Perfect for getting started
$149
per month
- Quarterly planning sessions
- Basic goal-setting guidance
- Email support included
- Resource library access
- No monthly check-ins
No hidden fees or commissions
Complete Planning
Our comprehensive service
$250
per month
- Monthly planning consultations
- Personalized strategy development
- Priority phone and email support
- Quarterly progress reviews
- Direct advisor access
All-inclusive monthly fee
Premium Partnership
For comprehensive financial needs
$399
per month
- Bi-weekly planning sessions
- Advanced strategy development
- 24/7 advisor availability
- Tax planning coordination
- Estate planning guidance
- Business financial consulting
Premium service with no additional charges
Pricing Information
- All prices include applicable Canadian taxes (GST/HST)
- No setup fees, commission charges, or hidden costs
- Billed monthly with option to cancel anytime
- Representative APR for payment plans: 0% APR (no interest on monthly subscriptions)
Licensed financial planning service provider in Canada
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at your next billing cycle.
Is there a long-term commitment?
No contracts or long-term commitments required. Cancel your subscription anytime with no penalties or fees.
What payment methods do you accept?
We accept all major credit cards, debit cards, and electronic bank transfers for your convenience.
Do you offer refunds?
While we don't offer refunds for services already provided, you can cancel anytime to avoid future charges.
Ready to Transform Your Financial Future?
Join thousands of Canadians who've taken control of their financial destiny. Start your journey today with professional guidance that actually fits your budget.
Choose Your Plan