Simple, Transparent Pricing
Choose the financial planning approach that fits your needs and budget
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed concepts.
Past performance does not guarantee future results.
Consultation Only
Perfect for those who want professional financial insights without ongoing commitments
- 60-minute consultation session
- Personalized financial analysis
- Written session summary
- Resource recommendations
HST included where applicable. Payment due at booking.
Monthly Planning
Our signature subscription service for ongoing financial planning support and guidance
- Monthly 75-minute consultation
- Ongoing financial analysis
- Email support between sessions
- Priority scheduling
- Quarterly progress reviews
Monthly billing, HST included. Cancel anytime with 30-day notice.
Comprehensive Annual
Intensive financial planning for complex situations requiring detailed analysis and ongoing adjustments
- Bi-weekly 60-minute consultations
- Detailed financial modeling
- Unlimited email consultations
- Document review services
- Emergency consultation availability
- Annual comprehensive review
Annual commitment, monthly billing, HST included.
Payment Information
No hidden commissions or fees beyond stated pricing
All prices include applicable HST/GST where required
Payment processed monthly on subscription date via secure payment system
Representative APR for payment plans: N/A (services billed monthly) N/ANo financing or interest charges apply to our subscription services
Need Something Different
Have unique financial planning requirements or prefer customized consultation arrangements? Let's discuss a tailored approach that works for your specific situation.
Contact UsPricing Questions
Can I change plans during my subscription?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.
What if I need to pause my subscription?
We offer subscription holds for up to 3 months per year for life events, travel, or other circumstances requiring temporary service suspension.
Do you offer refunds for unused sessions?
No refunds are provided, but unused sessions can be rescheduled within the same billing period. Service continues until the end of your paid period after cancellation.