Transparent Financial Planning Pricing
Choose the consultation level that fits your financial planning needs. All plans include personalized guidance and ongoing support.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with professional guidance
$199
per month
- One consultation session per month
- Email support for quick questions
- Basic budgeting and planning guidance
- No phone support
- Limited to financial basics
Complete Planning
Comprehensive guidance for serious financial planning
$250
per month
- Two consultation sessions per month
- Phone and email support included
- Advanced planning strategies and analysis
- Personalized goal-setting and progress tracking
- No emergency consultations
Premium Planning
Maximum support for complex financial situations
$399
per month
- Unlimited consultation sessions
- Priority phone and email support
- Comprehensive financial analysis and strategies
- Emergency consultation availability
- Quarterly comprehensive financial reviews
Pricing Information and Terms
All prices include applicable Canadian taxes (HST/GST)
No commission fees - transparent monthly pricing only
Subscription service with no interest charges or financing terms
Registered financial planning service provider in Canada
Optional Add-On Services
Emergency Consultation
Additional consultation session for urgent financial questions or situations
$89 per session
Document Review
Professional review of your financial documents and statements
$149 per review
Tax Planning Session
Specialized consultation focused on tax optimization strategies
$199 per session
Estate Planning Guidance
Consultation regarding estate planning considerations and strategies
$249 per session
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.
What happens if I miss a payment?
We'll notify you before suspending service. You have a 10-day grace period to update your payment information.
Do you offer refunds?
We do not provide refunds for partial months, but you can cancel anytime with proper notice to avoid future charges.
Ready to Start Planning?
Join over 4,227 clients who trust our professional guidance for their financial planning needs
Get Started Today