Subscription pricing and details
Our value-driven subscription is set at $250 per month. This single fee covers unlimited consultations, analytical reviews, and ongoing planning support—no additional costs or hidden charges.
Meet your planning team
Michael Robertson
Lead Planner
With over a decade of experience supporting clients across Canada, Michael focuses on analytical reviews and personal consultations tailored to your goals. He values clear communication and a client-first approach.
Priya Patel
Planning Consultant
Priya brings a practical, supportive approach to every client interaction. Her expertise lies in helping clients navigate changing situations and providing unbiased guidance—free from product sales.
Daniel Kim
Client Support Specialist
Daniel ensures every client receives a timely response and clear answers to their questions. He is dedicated to making the subscription experience seamless and straightforward for all clients.
How the subscription process works
Our straightforward process lets you start and manage your subscription with ease. Receive support every step of the way—no hidden steps or confusing requirements.
Sign up online
Begin by completing our simple online form. You’ll provide basic details so we can get to know your needs before the initial consultation.
Takes just a few minutes to complete.
Initial consultation
Connect with our team for a personal introduction and to discuss your planning needs. We’ll outline how the subscription works and answer your questions.
Virtual or phone meeting options available.
Ongoing support
Once subscribed, you’ll have continuous access to planning consultations and analytical reviews. Schedule sessions as needed.
Unlimited support included.
Simple, transparent pricing
Your subscription includes unlimited support and consultations for a flat monthly fee.
Standard Plan
Unlimited consultations and reviews
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Continuous planning support
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Analytical reviews
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Flexible scheduling
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No hidden fees
Couple Plan
Joint access for two subscribers
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All standard features
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Joint consultations
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Shared planning reviews
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No product sales
Family Plan
Support for up to four members
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All couple features
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Family consultations
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Flexible appointment times
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No cancellation fees
No setup fees, no cancellation penalties, and no product sales—just ongoing support for your planning needs.
Compare our subscription plans
| Features | Standard Plan | Couple Plan | Family Plan |
|---|---|---|---|
| Ongoing planning support | Yes | Yes | Yes |
| Analytical reviews included | Yes | Yes | Yes |
| Number of subscribers | 1 | 2 | 4 |
| Joint consultations | No | Yes | Yes |
| Family support | No | No | Yes |