Professional Financial Planning Subscription
Choose the plan that fits your financial planning needs
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of discussed strategies
Past performance does not guarantee future results
Basic Consultation
Essential financial planning guidance for individuals starting their journey
$150
per month
- Monthly financial consultation session
- Basic financial situation analysis
- Goal-setting guidance
- Email support between sessions
Comprehensive Planning
Our flagship service for complete financial planning support
$250
per month
- Bi-weekly consultation sessions
- Detailed financial analysis and reporting
- Strategic planning recommendations
- Priority email and phone support
- Quarterly plan review and updates
Premium Advisory
Advanced planning with comprehensive analysis for complex financial situations
$400
per month
- Weekly consultation availability
- Advanced analytical reviews
- Multiple scenario planning
- Direct advisor access
- Custom financial reports
- Tax planning consultation
Pricing and Fee Structure
Service Commission Structure
Our advisory services include a standard consultation fee structure with no hidden commissions on product recommendations
We maintain fee transparency and do not receive commissions from third-party financial product providers
Tax Information
All prices include applicable Canadian taxes including HST/GST as required by provincial regulations
Tax rates may vary by province and are calculated according to current Canadian Revenue Agency requirements
Subscription billing does not involve credit or lending arrangements, therefore APR calculations do not apply to our service fees
Compare Plan Features
| Features | Basic Consultation | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly consultations | |||
| Financial analysis depth | |||
| Support response time | |||
| Planning complexity | |||
| Reporting frequency | 1 session | Basic | 48 hours |
Ready to Transform Your Financial Future?
Join thousands of Canadians who have taken control of their finances through professional planning guidance. Your journey to financial clarity starts today.
Choose Your PlanFrequently Asked Questions
Can I change my subscription plan at any time?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes will take effect at your next billing cycle, and we'll pro-rate any differences in pricing.
What happens if I cancel my subscription?
You can cancel your subscription at any time. You'll continue to have access to services until the end of your current billing period. No refunds are provided for partial months of service.
Are there any setup fees or long-term contracts?
No setup fees or long-term contracts are required. Our service operates on a month-to-month basis, giving you the flexibility to adjust your plan as your needs change.