Transparent Pricing For Subscription Planning
Our subscription includes ongoing financial planning, monthly consultations, and secure handling of your personal data. You pay $250 per month—no additional fees for standard services. Each session is tailored to your needs, and we’re always available to answer your questions or adjust your plan. There are no long-term contracts; you can pause or end your subscription with one month’s notice. Results may vary. All services are offered in compliance with Canadian privacy and financial regulations.
Meet Your Advisors
Alex Turner
Lead Advisor
Alex brings over a decade of experience in financial planning for Canadian clients. Known for clear communication and a commitment to transparency, Alex ensures every client receives personalized, ongoing support.
Priya Singh
Senior Consultant
Priya specializes in helping clients adapt their financial plans as life changes. She’s passionate about building lasting relationships and making financial conversations approachable and effective.
Marc Dupuis
Planning Specialist
Marc has a background in data-driven planning and regulatory compliance. His approach focuses on making complex concepts easy to understand while prioritizing client privacy and security.
Your Subscription Planning Process
We follow a transparent, step-by-step approach to ensure your plan fits your goals and adapts as life changes. Every stage is explained so you always understand the next steps. Results may vary.
Initial Consultation Meeting
Meet your advisor to discuss your needs, expectations, and outline the scope of the subscription service.
We review your financial circumstances, answer questions, and explain how the monthly model works. All terms, including fees and data protection, are discussed openly.
Customized Planning Session
Your advisor prepares a tailored plan based on your discussion and current situation.
We develop actionable steps and set up regular monthly check-ins. Plans are adjusted for your evolving needs. Results may vary.
Monthly Review Check-In
Regular sessions to ensure your plan stays on track as your goals or circumstances change.
These reviews are scheduled each month. Adjustments are made as needed, and you’ll receive clear updates and recommendations.
Continuous Support and Adjustments
Your advisor remains available for questions and further adjustments throughout your subscription.
We provide ongoing guidance, adapt plans for life changes or market shifts, and keep your information secure. You can pause or cancel anytime with notice.
Your Subscription Planning Process
We follow a transparent, step-by-step approach to ensure your plan fits your goals and adapts as life changes. Every stage is explained so you always understand the next steps. Results may vary.
Subscription Plan Options
Choose the plan that suits your planning needs. All include monthly consultations and secure service.
Standard
Ongoing planning and monthly consultations
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Monthly advisor review included
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Regular plan adjustments
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Secure data handling
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Pause or cancel with notice
Plus
Standard plan plus priority response times
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All Standard plan features
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Priority advisor response
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Flexible scheduling
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Early access to updates
Premium
Enhanced support and direct advisor access
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All Plus plan features
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Direct text communication
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Extended consultation hours
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Annual plan review
All plans include regular advisor access, confidential communication, and monthly reviews. Results may vary.
How We Compare
Subscription service vs. traditional consulting