Transparent Planning Fees
Simple, straightforward pricing for comprehensive financial planning support
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with financial planning
$250
per month
- Monthly 60-minute consultation session
- Email support between sessions
- Basic financial analysis and recommendations
- Resource sharing and planning materials
Monthly Fee: No additional percentage fees
Setup Fee: None required
Comprehensive Planning
Complete financial planning with extended support
$400
per month
- Monthly 90-minute consultation session
- Bi-weekly progress check-ins via email
- Detailed financial analysis and projections
- Priority scheduling and support
- Comprehensive planning documentation
Monthly Fee: No percentage-based fees
Additional Hours: $125 per hour
Premium Planning
Full-service planning with maximum flexibility
$600
per month
- Two monthly consultation sessions
- Weekly progress communications
- Advanced analysis and scenario planning
- Same-day response guarantee
- Quarterly comprehensive review
- Unlimited email consultations
Monthly Fee: No hidden percentage fees
Special Projects: Included in monthly fee
Fee Structure Details
Commission Policy: We do not receive commissions from any financial products. Our only compensation comes from your subscription fee
Tax Information: All prices include applicable Canadian taxes (GST/HST) where required
Payment Terms: Monthly subscriptions are billed in advance on the same date each month via secure payment processing
No credit or financing offered - all subscriptions are monthly prepaid services
Compare Plans
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Email support response time | |||
| Planning documentation | |||
| Additional services | Basic financial analysis | Standard (48-hour response) | Essential planning materials |
Questions About Pricing
Not sure which plan fits your needs? We're happy to discuss your situation and help you choose the right level of planning support
Discuss Options