Choose Your Planning Package
Professional financial planning services designed for your needs
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey
- Monthly consultation session
- Basic resource allocation review
- Budget analysis and recommendations
- Email support
Service Fee: No additional transaction fees
All prices include applicable taxes
Professional Planning
Comprehensive planning for serious financial goals
- Bi-weekly consultation sessions
- Detailed resource allocation analysis
- Advanced budgeting strategies
- Priority phone and email support
- Quarterly progress reviews
Service Fee: No additional transaction fees
All prices include applicable taxes
Premium Planning
Ultimate planning package for complex financial situations
- Weekly consultation availability
- Comprehensive financial analysis
- Advanced planning strategies
- 24/7 support access
- Monthly detailed reports
- Tax planning consultation
Service Fee: No additional transaction fees
All prices include applicable taxes
What's Included
Payment Terms
- Subscription fees are charged monthly in advance
- All fees are in Canadian dollars and include applicable taxes
- Payment is due upon signup and on each renewal date
Standard Features
- Secure client portal access
- Document storage and sharing
- Progress tracking tools
Licensed financial planning services provider in Canada
Representative APR: N/A - Subscription service onlyNo interest charges apply to subscription fees
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.
What happens if I miss a payment?
Your account will be temporarily suspended after 7 days. Service resumes immediately upon payment.
Is there a setup fee?
No setup fees or hidden charges. The monthly subscription is your only cost.
Can I cancel anytime?
Yes, you can cancel your subscription at any time with 30 days written notice.
Ready to Start Planning?
Choose your plan and begin your journey to financial clarity today
Get in Touch