Transparent financial
subscription
Our pricing ensures predictability and fairness: one monthly fee, no hidden costs or extra charges. Everything from initial consultation to ongoing review is included in your subscription.
Meet your support team
Our experienced professionals guide and support you through every stage of planning.
Sophie Raymond
Senior Planner
Expertise
Sophie builds lasting relationships while ensuring every process meets regulatory standards.
Skills
Daniel Lee
Consultant
Expertise
Daniel’s consultative style delivers practical, solution-oriented outcomes for clients.
Skills
Rita Chan
Support Specialist
Expertise
Rita ensures every client receives timely, confidential support and fast responses.
Skills
Michael Dupuis
Client Relations
Expertise
Michael’s experience brings stability and transparency to our long-term client partnerships.
Skills
How our subscription process works
We start with a personal assessment, build a tailored planning process, schedule regular reviews, and maintain clear communication to keep your plan on track at all times.
Initial assessment and goal review
Draft and discuss planning options
Confirm approach and responsibilities
Implement plan and monitor progress
Review session and adjustment
Subscription pricing
Clear fees, no hidden costs
Standard
Monthly access to planning and review sessions included.
- Regular consultations
- Document preparation
- Ongoing plan updates
- Full privacy protection
Plus
Enhanced support plus priority scheduling and additional reviews.
- Priority session access
- Premium support
- Early-response scheduling
- Document updates
- Multi-channel support
Executive
Comprehensive planning with unlimited check-ins and dedicated account management.
- Unlimited sessions
- Dedicated manager
- All plan benefits
- Priority response
- Full document support
- Personal progress reporting
How our plan compares
Evaluating other subscription options