Flexible Planning Options
Choose the consultation level that matches your financial planning needs
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with basic financial guidance
- Monthly budget review and analysis
- Basic savings strategy consultation
- Quarterly progress check-ins
- Email support for questions
Comprehensive Planning
Complete financial planning with ongoing support
- Detailed financial analysis and planning
- Debt management strategies
- Retirement planning consultation
- Monthly one-on-one sessions
- Priority phone and email support
Premium Advisory
Complete advisory service for complex financial situations
- Comprehensive financial strategy development
- Tax planning consultation
- Advanced retirement and estate planning
- Bi-weekly consultation sessions
- Unlimited phone and email support
- Annual financial plan review and updates
Pricing Details
Payment Terms
- Commission-based fees may apply for certain service referrals at: 2.5
- All prices include applicable taxes. GST/HST at: 13
- Monthly billing with automatic renewal. Cancel anytime with 30 days notice
Fee Structure
- Advisory fees calculated as percentage of assets under consultation at: 1.2
- Additional consultation hours available at: $85
- One-time account setup and initial assessment fee of: $150
Representative APR for credit products 18.9% variable on recommended credit products
Frequently Asked Questions
How quickly can I start working with a financial consultant
Most clients can schedule their first consultation within 3-5 business days of signing up. We'll match you with a consultant based on your specific needs and preferences
Can I change my plan level or cancel my subscription
Yes, you can upgrade, downgrade, or cancel your subscription at any time. Plan changes take effect at your next billing cycle, and cancellations require 30 days notice
What if I'm not satisfied with my financial planning service
We're committed to your satisfaction. If you're not happy with your service, we'll work with you to address concerns or help you find a better-suited consultant within our network
Ready to Transform Your Financial Future
Take the first step toward better financial health with professional planning consultation tailored to your unique situation and goals
Start Planning Today