Consultation Plans & Pricing
Choose the consultation approach that fits your needs. All plans include our analytical methodology and personalized guidance.
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Essential Consultation
Perfect for focused guidance
$150
per session
Service Type: Single consultation session
Commission Structure: No commission-based products
- 90-minute comprehensive consultation
- Personal financial situation analysis
- Written summary of key insights
- Follow-up email support for 30 days
Monthly Planning
Ongoing guidance and support
$250
per month
Service Type: Monthly consultation subscription
Commission Structure: Fee-only structure
- Monthly 60-minute consultation sessions
- Quarterly financial progress reviews
- Email support between sessions
- Priority scheduling availability
- Customized resource recommendations
Comprehensive Advisory
Full-service financial guidance
$125
per hour
Service Type: Flexible hourly consultation
Hourly Rate: $125
- Flexible scheduling and duration
- Deep-dive analysis and research
- Detailed written recommendations
- Implementation guidance and support
- Regular progress monitoring
- Access to specialized resources
Payment Information
Fee Structure
- All fees are transparent with no hidden charges
- We do not receive commissions from product recommendations
- Payment is due prior to consultation sessions
Taxes and Additional Fees
- All prices include applicable Canadian taxes (HST/GST)
- No additional fees for basic consultation services
- Travel fees may apply for in-person meetings outside our service area
Representative APR N/A% Variable Not applicable - consultation services only
Frequently Asked Questions
Can I switch between plans?
Yes, you can change plans at any time. Changes take effect at your next billing cycle for subscription plans.
What if I need to cancel?
You can cancel monthly subscriptions with 30 days notice. Individual sessions can be rescheduled up to 48 hours in advance.
Do you offer refunds?
We stand behind our service quality. If you're not satisfied with your first consultation, we'll work with you to address any concerns.
Ready to Get Started?
Schedule your consultation today and take the first step toward clearer financial understanding.
Schedule Consultation