Financial Planning Consultation Plans
Choose the monthly consultation plan that fits your financial planning needs
Essential Planning
Perfect for individuals starting their financial planning journey who need basic guidance and support.
- Monthly financial planning consultation (30 minutes)
- Basic budgeting and expense analysis
- Email support for questions
- Access to financial planning resources
Comprehensive Planning
Our most popular plan offering comprehensive financial planning guidance for individuals and families.
- Extended monthly consultation (45 minutes)
- Detailed financial analysis and planning
- Goal setting and progress tracking
- Priority email and phone support
- Quarterly financial review sessions
Premium Advisory
Premium service for individuals with complex financial situations requiring advanced planning strategies.
- Extended consultation sessions (60 minutes)
- Advanced financial planning strategies
- Tax planning guidance and optimization
- Unlimited email and phone support
- Monthly progress reports and analysis
- Access to premium planning tools
Additional Fee Information
Consultation Fees
- Initial consultation: No additional fee (included in monthly plan)
- Additional consultation sessions: $75 per 30-minute session
- Document review services: $50 per hour
Specialized Services
- Tax planning consultation: $95 per hour
- Retirement planning analysis: $85 per hour
- Estate planning guidance: $90 per hour
Tax Information
All prices include applicable Canadian taxes where required.
GST/HST Rate: As applicable by province (5-15%)
Representative APR for financed services 8.9% APR (variable) Interest rates are variable and subject to credit approval for payment plan options.
Important Information
Individual results may vary.
Past performance does not guarantee future results.
Need Something Different
Have unique financial planning needs? We offer customized consultation packages for complex situations.
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