Choose Your Financial Planning Solution
Transparent pricing for professional financial consultation and ongoing support tailored to your needs
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started
$150
per month
- Monthly consultation session
- Basic financial analysis
- Email support
- Resource allocation guidance
All prices include applicable Canadian taxes
Professional Planning
Comprehensive financial guidance
$250
per month
- Weekly consultation access
- Detailed financial analysis
- Priority email and phone support
- Advanced resource allocation
- Quarterly planning reviews
All prices include applicable Canadian taxes
Premium Planning
Complete financial partnership
$400
per month
- Unlimited consultation access
- Comprehensive analysis and reporting
- 24/7 priority support
- Advanced planning strategies
- Monthly detailed reviews
- Custom financial modeling
All prices include applicable Canadian taxes
Pricing Information
Payment Structure
Our transparent fee structure ensures you know exactly what you're paying for:
- • Monthly subscription fees are charged in advance
- • No hidden fees or surprise charges
- • Cancel anytime with 30 days notice
Tax Information
All pricing includes applicable Canadian taxes and fees.
GST/HST applied based on your province of residence
Business registration number: 123456789RT0001
Additional Fees
No additional fees apply beyond the monthly subscription cost. All features are included in your plan.
No credit terms or financing offered. Payment required monthly in advance.
Regulatory Information
Licensed financial services provider in Canada, Registration #FSP-2025-4219
Compare All Features
| Feature Comparison | Essential Planning | Professional Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation sessions | |||
| Financial analysis depth | |||
| Support response time | |||
| Planning review frequency |
Questions About Our Plans
Not sure which plan is right for you? Our team can help you choose the best option based on your specific needs and goals.
Contact Our Team