Choose Your Planning Path
Transparent pricing for personalized financial guidance
Individual results may vary significantly based on personal circumstances.
Past performance does not guarantee future results.
Starter
Perfect for getting started with financial planning
per month
- Monthly consultation session
- Basic financial goal setting
- Email support
- Resource library access
Service Fee:: No additional fees
Additional Hours:: $95/hour
Professional
Comprehensive planning for serious goals
per month
- Bi-weekly consultation sessions
- Detailed financial analysis
- Priority email and phone support
- Custom planning documents
- Quarterly progress reviews
Service Fee:: No setup or hidden fees
Additional Hours:: $85/hour
Premium
Full-service financial planning and ongoing support
per month
- Weekly consultation access
- Comprehensive financial modeling
- Direct advisor phone line
- Advanced planning strategies
- Monthly written reports
- Family planning coordination
Service Fee:: All fees included
Additional Hours:: $75/hour
Pricing Details
Commission Structure:: No commissions on recommended products
GST:: GST included in all quoted prices
Payment Terms:: Monthly billing with 30-day notice for changes
Representative APR: N/A% (subscription service)
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your subscription with 30 days notice. Changes take effect at the next billing cycle.
Are there any hidden fees?
No hidden costs. All fees are clearly disclosed, including GST. Additional hourly rates apply only if you exceed your plan's included time.
What happens if I cancel?
You can cancel anytime with 30 days notice. You'll retain access through your current billing period, and we'll provide transition assistance if needed.
Need Something Different?
We can create custom arrangements for unique situations or business planning needs. Let's discuss what works best for your circumstances.
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