Transparent Financial Planning Pricing
Choose the subscription plan that fits your financial planning needs
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
$149
per month
Perfect for individuals starting their financial planning journey who need guidance on basic financial decisions
- Monthly financial review session
- Basic budgeting and savings guidance
- Email support for questions
- Access to planning resources
Advisory Fee: 0.5% annually on managed assets
Additional Consultation Rate: $125/hour
Comprehensive Planning
$250
per month
Our signature service providing complete financial planning support for individuals and families with complex needs
- Bi-weekly consultation sessions
- Detailed financial analysis and reporting
- Priority phone and email support
- Customized planning strategies
- Quarterly comprehensive reviews
Advisory Fee: 0.75% annually on managed assets
Additional Consultation Rate: $100/hour
Premium Advisory
$399
per month
High-touch service for clients with substantial assets who require sophisticated planning strategies and frequent guidance
- Weekly consultation availability
- Advanced planning strategies
- Direct advisor phone line
- Comprehensive tax planning coordination
- Estate planning consultation
- Priority scheduling for all services
Advisory Fee: 1.0% annually on managed assets
Additional Consultation Rate: $85/hour
Payment Terms and Conditions
Advisory Fees: Advisory fees are calculated monthly based on average account values and billed quarterly in arrears
Tax Information: All prices include applicable HST/GST. Tax rates vary by province
Subscription fees are billed monthly in advance. Additional consultation hours are billed monthly in arrears at the rates shown above.
Credit and Financing Options
We can discuss various credit products during consultations, including mortgage options, lines of credit, and personal loans
Representative APR for discussed credit products ranges from 3.5% to 21.9% APR% variable, depending on creditworthiness and product type
Plan Comparison Overview
| Features | Essential Planning | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly consultation time | |||
| Response time for questions | |||
| Financial reporting frequency | |||
| Planning complexity level | |||
| Additional services included | 60 minutes | 48 hours | Monthly |
Ready to Start Your Financial Planning Journey
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