Let's find the right plan for you.

Select all that apply to you

Standard

For most financial
planning needs

$899

Buy Plan
  • Check 2 A detailed plan for your retirement, including when you should liquidate your assets
  • Check 2 A complete insurance analysis
  • Check 2 Asset allocation for your investments
  • Check 2 Answers to when you should take CPP
  • Check 2 Basic Estate planning and insight around your will/POA
  • Check 2 Complete holistic financial plan covering all the areas above and more
  • Check 2 Detailed Help and guidance with specific financial goals you have
  • Check 2 30-minute call with financial planner for your plan delivery meeting (and interaction throughout process)
Premium

For more complex
financial planning

$1599

Buy Plan
  • Check 2 Everything in the standard plan
  • Check 2 Calculations for any rental properties you may have
  • Check 2 Your plan covers nuances around having a blended family
  • Check 2 A plan for what to do if you commute your pension
  • Check 2 Coverage of complex cashflow scenarios
  • Check 2 45-minute call with financial planner for your plan delivery meeting (and interaction throughout process)
Deluxe

For the most involved
financial planning

$1699

Buy Plan
  • Check 2 Everything included in premium plan
  • Check 2 Disabled Dependent Analysis
  • Check 2 Plan covers if you're an incorporated individual
  • Check 2 1-hour call with financial planner for your plan delivery meeting (and interaction throughout the process)

Money Back Guarantee

We're a customer-centric company and nothing is more important to us than delivering valuable financial advice to our clients. We'll go above and beyond to make sure you're satisfied with your plan. If you're not satisfied for any reason, we'll refund your money within 30 days of purchase. No questions asked.

Money back guarantee

Traditional Advisors Charge More

Banks aren't oriented to providing people with a complete, holistic view of their finances. The experience is impersonal and there's pressure to sell to customers. Traditional fee-only planners cost between $3000 and $8000.

We're breaking the mold by charging a fraction and providing you with an unbiased, personal financial planning experience. We hope we can work with you towards your future retirement or other goals!

Traditional advisors charge more

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