Subscription pricing details
Simple, predictable monthly cost
Our $250/month subscription includes all consultations, regular reviews, and ongoing access to your advisor. There are no additional fees or hidden charges—just clear, predictable pricing every month.
Meet our advisors
Our dedicated team provides value-driven, analytical support for subscribers across Canada.
Sarah Bennett
Senior Advisor
Areas of focus
Sarah specializes in client-focused planning and transparent advisory services, ensuring every subscriber receives attentive and strategic support.
Skills
Award recipient
Recognized for integrity
Client advocate
Strong client feedback
Daniel Kim
Advisor
Areas of focus
Daniel is dedicated to providing clear, analytical consultations with a focus on transparency and ongoing client engagement.
Skills
Certified planner
Industry accreditation
Client praised
Positive reviews
Marie Dubois
Advisor
Areas of focus
Marie brings a personalized approach to every client, focusing on providing clear guidance and detailed planning throughout the subscription.
Skills
Client loyalty
Long-term subscribers
Bilingual support
French-English
Omar Hassan
Advisor
Areas of focus
Omar offers clients analytical support and consistent communication, helping subscribers navigate planning with confidence and clarity.
Skills
Top advisor
Client trust awarded
Positive feedback
High satisfaction
How the subscription process works
Our approach emphasizes practical support, clarity, and ongoing communication
Initial consultation setup
Get started by scheduling a call or meeting to discuss your needs and expectations with an advisor.
This helps us tailor our approach from the beginning.
Comprehensive review
Your advisor conducts an analytical review of your situation, focusing on your goals and current resources.
You’ll receive clear, actionable feedback.
Ongoing monthly planning
Each month, benefit from scheduled sessions and continuous access to your advisor for questions or updates.
Support adapts as your needs change.
Transparent billing cycle
A flat $250 monthly fee is billed with no hidden charges or additional consultation costs.
You always know exactly what you are paying.
Subscription plan details
Clear pricing and features for all subscribers
Standard Plan
All-inclusive planning and support
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Monthly advisor reviews
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All consultations included
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Transparent fee structure
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Ongoing support access
Couples Plan
Planning support for two subscribers
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Joint planning sessions
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Monthly consultations
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Comprehensive reviews
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No hidden fees
Family Plan
Support for household planning needs
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Family consultations included
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Monthly reviews for all members
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Transparent pricing policy
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All questions answered
Compare our subscription with others
| Feature | Our Service | Competitor A | Competitor B |
|---|---|---|---|
| Flat monthly subscription fee | |||
| All consultations included | |||
| Transparent billing structure | |||
| Ongoing advisor access |