Professional Financial Planning Subscription
Choose the consultation plan that fits your financial planning needs. All plans include personalized guidance from experienced professionals.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for those starting their financial planning journey
- Monthly consultation session
- Budget analysis and review
- Basic financial planning guidance
- Email support
Comprehensive Planning
Our most popular plan for serious financial planning
- Bi-weekly consultation sessions
- Comprehensive financial analysis
- Strategic planning guidance
- Priority email and phone support
- Quarterly planning reviews
Premium Planning
For those requiring intensive financial planning support
- Weekly consultation availability
- Advanced financial modeling
- Comprehensive strategy development
- 24/7 support access
- Monthly detailed reports
- Priority booking and scheduling
Pricing Information
All prices include applicable taxes (GST/HST)
Monthly subscription fee of $250 CAD includes consultation services and ongoing support
No financing offered - services paid monthly in advance N/A% Fixed monthly subscription rate
Licensed by FCAFRN 847329
Frequently Asked Questions
Can I cancel my subscription anytime?
Yes, you can cancel with 30 days' notice. Your access continues until the end of your current billing period.
What happens if I miss a consultation?
We offer flexible rescheduling options. Missed sessions can typically be rescheduled within the same billing period.
Are there any setup fees?
No setup fees or hidden costs. The monthly subscription covers all consultation services and support.
Ready to Start Planning?
Join over 3003 Canadians who have improved their financial wellness with our guidance.
Contact Us Today