Professional Financial Planning Pricing
Transparent pricing for comprehensive financial consultation services
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
$150
per month
- Monthly financial review session
- Basic goal setting and tracking
- Email support between sessions
- Quarterly progress reports
All fees include consultation time and materials. No hidden charges.
Comprehensive Planning
Complete financial guidance
$250
per month
- Bi-weekly consultation sessions
- Detailed financial analysis and planning
- Priority email and phone support
- Monthly progress reports and adjustments
- Access to specialized planning resources
Includes all consultation fees, materials, and ongoing support services.
Premium Advisory
Maximum guidance and support
$400
per month
- Weekly consultation availability
- Advanced financial modeling and scenarios
- 24/7 email support with rapid response
- Weekly progress reviews and strategy updates
- Exclusive planning tools and resources
- Direct advisor contact for urgent matters
Comprehensive service package including all consultation fees and premium support.
Pricing Structure Details
Service Fee Structure
Our pricing reflects the time, expertise, and resources dedicated to your financial planning journey. All fees are transparent and include consultation time, materials, and ongoing support.
- Monthly fees cover all scheduled consultation sessions and communications
- No additional charges for standard planning materials and resources
- Premium services include expedited support and advanced planning tools
Tax Information
All prices include applicable taxes. HST/GST will be added where required by provincial regulations.
Representative APR N/A - Consultation services do not involve lending or credit productsOur services involve consultation fees only, not financial products with interest rates.
Service Comparison Chart
| Service Features | Essential Planning | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Consultation Frequency | |||
| Support Response Time | |||
| Progress Reporting | |||
| Planning Resources | |||
| Direct Advisor Access | Monthly | Bi-weekly | Weekly |
Frequently Asked Questions
Can I change plans or cancel anytime?
Yes, you can adjust your service level or cancel with 30 days notice. We believe in flexible arrangements that work with your changing needs and circumstances.
What exactly is included in consultation sessions?
Sessions include financial review, goal assessment, strategy discussions, and action planning. We focus on practical guidance tailored to your specific situation and objectives.
Are there any setup fees or hidden costs?
No setup fees or hidden charges. The monthly subscription covers all consultation time, standard materials, and support services as outlined in your chosen plan.
Start Your Financial Planning Journey
Choose the plan that fits your needs and begin building a stronger financial future today
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