Subscription pricing and details
Understand your $250 monthly subscription
Our financial planning subscription is billed at a flat rate of $250 per month. This fee includes monthly review sessions, actionable advice, and ongoing communication with a dedicated professional. APR: 0%. No repayment terms apply. There are no set-up fees or additional costs—transparency is our commitment to you.
Meet our professionals
Our team is made up of experienced, accredited specialists dedicated to supporting your planning journey.
Olivia Chen
Senior Advisor
Expertise
Olivia specializes in providing ongoing support and clear communication for clients seeking consistent planning guidance.
Certified Professional
Recognized for excellence
Innovative Solutions
Practical recommendations
Jacob Miller
Advisor
Expertise
Jacob provides personalized advice and structured monthly reviews for subscribers throughout Canada.
Trusted Advisor
Client satisfaction
Ethical Practice
Unbiased advice
Sophie Tremblay
Advisor
Expertise
Sophie focuses on clear explanations and proactive service, helping clients adapt to new circumstances.
Organized Approach
Efficient reviews
Client Focused
Personal attention
Amir Khan
Advisor
Expertise
Amir brings practical analysis and adaptable recommendations to support your financial planning needs.
Accredited
Qualified professional
Flexible Service
Adapts support
Our process explained
We streamline your experience from initial contact to ongoing support, ensuring your planning is always up to date and relevant.
Step 1: Getting started
Initial consultation and overview
We begin with a confidential discussion to understand your unique needs and objectives. This helps us tailor our approach to your situation and set expectations clearly.
Personalized intake
Focused on your individual needs
Clear outline
Transparent scope of service
Step 2: Monthly cycle
Ongoing reviews and recommendations
Each month, you receive a structured review session. Actionable recommendations help you adjust your planning as needed, ensuring your approach remains suitable.
Regular reviews
Monthly, structured check-ins
Targeted advice
Practical, relevant suggestions
Step 3: Direct communication
Flexible support and access
You can reach out anytime for clarification or additional questions. Our professionals respond promptly, ensuring you feel supported between review sessions.
Responsive support
Quick, helpful answers
Direct contact
One-on-one communication
Step 4: Adapting over time
Adjusting service to your needs
As your circumstances evolve, our service adapts to remain relevant. We prioritize ongoing alignment with your goals and preferences.
Adaptive service
Adjusts to life changes
Client focus
Your satisfaction matters
Subscription plans overview
Choose the right level of ongoing support for your needs
Standard
Monthly reviews, recommendations, and unlimited communication.
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Monthly review session
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Actionable recommendations
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Direct access to advisor
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No set-up or cancellation fees
Enhanced
Standard features plus priority response and extra review time.
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All Standard features included
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Priority response window
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Extended session duration
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Personalized follow-up summary
Premium
Enhanced features plus quarterly strategy sessions and custom reporting.
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All Enhanced features included
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Quarterly strategy session
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Custom reporting
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Annual service review
All plans include monthly reviews, direct communication, and a transparent fee structure. APR: 0%. No repayment terms apply. Cancel anytime.
How we compare to traditional planning
See how our subscription model delivers ongoing value and clarity