Professional Financial Planning Pricing
Transparent pricing for comprehensive financial planning services — no hidden fees, no surprises
Individual results may vary.
Past performance does not guarantee future results.
Starter Consultation
$150
per session
Single consultation session for those exploring financial planning options
- 60-minute consultation session
- Basic financial situation review
- Initial guidance and recommendations
- Follow-up summary document
Professional Planning
$250
per month
Comprehensive monthly financial planning service with ongoing support
- Monthly consultation sessions
- Detailed financial analysis and review
- Personalized planning strategies
- Resource allocation guidance
- Email support between sessions
Executive Planning
$450
per month
Premium service for high-net-worth individuals with complex financial needs
- Bi-monthly consultation sessions
- Advanced analytical reviews
- Complex scenario planning
- Priority scheduling and support
- Quarterly comprehensive reports
- Phone consultations between meetings
Pricing Details and Terms
Fee Structure
Our fees are transparent and straightforward. All services are priced in Canadian dollars and include professional consultation time and analysis.
We do not receive commissions from third parties. Our revenue comes exclusively from client fees, ensuring unbiased advice.
Taxes and Additional Costs
All prices shown include applicable taxes (GST/HST) as required by Canadian tax regulations.
HST (13%) is included in all displayed pricing for Ontario residents.
Licensed by FSRA #847329
Our services comply with all applicable Canadian financial services regulations and licensing requirements.
Representative APR: N/A - Services are fee-based, not credit products% (Variable rates do not apply to consultation services) We do not offer credit products or loans. All services are consultation-based with fixed monthly fees.
Compare Our Plans
| Features | Starter Consultation | Professional Planning | Executive Planning |
|---|---|---|---|
| Consultation Frequency | |||
| Analysis Depth | |||
| Response Time | |||
| Report Detail | |||
| Additional Support |
Pricing Questions and Answers
Can I cancel my subscription at any time?
Yes, you can cancel your monthly subscription with 30 days notice. No long-term contracts or cancellation fees apply.
Are there any setup fees or hidden costs?
No, there are no setup fees, hidden costs, or surprise charges. The monthly fee covers all consultation and analysis services.
Do you offer refunds if I'm not satisfied?
While we don't offer refunds for services already provided, we work diligently to ensure client satisfaction. Individual results may vary based on personal circumstances.
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Choose the plan that fits your needs and begin building a stronger financial future today
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