Simple, Transparent Pricing
Choose the financial planning consultation service that fits your needs. All prices include ongoing support and personalized guidance.
Individual results may vary significantly based on personal circumstances
Past performance does not guarantee future results
Starter Consultation
Perfect for basic financial planning needs
- Monthly 45-minute consultation session
- Basic financial planning guidance
- Email support between sessions
- Planning worksheets and resources
Complete Planning
Comprehensive financial consultation service
- Monthly 60-minute consultation session
- Comprehensive financial analysis
- Priority email and phone support
- Detailed planning reports and recommendations
- Quarterly progress reviews
Premium Advisory
Maximum support for complex financial situations
- Bi-weekly 45-minute consultation sessions
- Advanced financial planning strategies
- 24/7 email support with same-day response
- Custom financial planning documents
- Monthly progress reports
- Access to specialist consultants
Pricing Details
- All prices include applicable Canadian taxes (GST/HST/PST)
- No hidden fees or commission charges
- Consultation services do not involve lending N/ASubscription pricing is fixed monthly
- Licensed Financial Consultation Services - Registration #FC-2025-CAD-848
Frequently Asked Questions
Can I cancel my subscription anytime?
Yes, you can cancel with 30 days written notice. There are no cancellation fees or penalties.
What payment methods do you accept?
We accept major credit cards, debit cards, and electronic bank transfers for monthly subscription payments.
Do you offer refunds for unused services?
Due to the nature of consultation services, we do not provide refunds for scheduled sessions. However, we can reschedule sessions within the same billing month.
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