Transparent subscription pricing
Consistent monthly cost—no surprises
Our subscription is $250 per month, covering all planning sessions and consultations. There are no additional fees, and our terms are clearly outlined for your peace of mind. Cancel anytime with 30 days’ notice.
Meet our advisors
Experienced professionals supporting your planning
Sophie Lambert
Lead Advisor
Bachelor of Commerce McGill University
Bayview Consulting
Key skills
Methods
Achievements
100+ client relationships
Award for service excellence
Certificates
Sophie specializes in personalized financial planning, bringing over a decade of experience and a strong client-centric approach.
Sophie is known for her thorough approach and commitment to client clarity. She leads our team in delivering consistent, transparent planning support.
David Chen
Financial Advisor
Master of Finance University of Toronto
NorthStar Advisors
Key skills
Methods
Achievements
Recognized for client retention
Speaker at industry events
Certificates
David excels at translating complex planning concepts into clear, actionable recommendations for clients.
David is dedicated to helping clients understand the reasoning behind each step. He ensures planning advice is always accessible and practical.
Emily Roy
Client Service Manager
Bachelor of Business Administration Western University
Maple Advisory
Key skills
Methods
Achievements
High client satisfaction
Team leadership award
Certificates
Emily brings a welcoming approach to client support, ensuring smooth communication and timely responses at every stage.
Emily ensures that every client receives timely, helpful responses. She is the bridge between clients and advisors, managing smooth communication.
Michael Singh
Planning Specialist
Bachelor of Economics Simon Fraser University
Coastal Planners
Key skills
Methods
Achievements
Implemented new review system
Recognized for adaptability
Certificates
Michael offers practical solutions and keeps planning advice relevant as clients’ needs change over time.
Michael keeps our planning service flexible and practical. His focus is on adapting advice as clients’ needs change.
How we deliver consistent value
See each step of our transparent, client-focused planning process—from subscription to ongoing support and regular plan reviews.
Initial consultation and onboarding
We start by understanding your goals and current situation, outlining the subscription terms and expectations.
Your goals
Clarify your planning objectives and establish a relationship.
Our approach
Gather information about your needs, discuss your expectations, and explain the flat monthly fee and cancellation process.
How the process works
Through meetings (in person or virtual), we collect relevant details and set up your profile within our secure system.
Tools used
Digital forms, secure communication channels
What you receive
Personalized onboarding summary and subscription agreement
Personalized planning review
We prepare an initial plan based on your objectives, then discuss recommendations in a detailed session.
Your goals
Deliver actionable, relevant advice for your situation.
Our approach
Develop tailored recommendations and a plan that aligns with your goals, ensuring clarity and transparency at each step.
How the process works
Review your current situation, collect feedback, and adjust recommendations as needed.
Tools used
Planning software, consultation notes
What you receive
Personalized plan and actionable summary
Ongoing monthly consultations
Monthly reviews keep your plan up to date and address new questions or life changes.
Your goals
Keep advice relevant as circumstances change.
Our approach
Conduct regular sessions to review progress, adjust recommendations, and answer new questions or concerns.
How the process works
Consistent communication using secure channels; update your plan as needed.
Tools used
Secure messaging, call scheduling
What you receive
Monthly review notes and plan updates
Annual plan renewal and review
A comprehensive annual review ensures your plan remains aligned with your evolving needs and goals.
Your goals
Reassess and realign long-term objectives.
Our approach
Conduct a thorough review of your plan, update information, and revisit your original goals to ensure relevance.
How the process works
In-depth meetings and data analysis to identify areas for improvement or adjustment.
Tools used
Annual review report, updated summary
What you receive
Updated plan and recommendations
Our subscription plans
Transparent, consistent, and flexible options
Standard
Ongoing planning sessions and support for one monthly fee.
-
Monthly consultations included
-
Personalized recommendations
-
No hidden charges
-
Secure client portal
-
Annual plan review
Family
All Standard features, plus service for two linked clients or partners.
-
Joint consultations
-
Personalized reports for both
-
Secure multi-user access
-
Ongoing support
-
Annual joint review
Business
Tailored for small business owners with added support for business planning.
-
Business-focused sessions
-
Planning for business needs
-
Secure document sharing
-
Ongoing consultations
-
Annual business review
How we compare
Consistent value and transparent pricing set us apart
igavenorius
Transparent subscription pricing
Flat monthly fee
Simple, predictable payment model
No hidden charges
No surprise or extra fees disclosed
Monthly consultations
Included at no extra cost
Annual review included
Yearly review at no extra fee
Competitor A
Variable session pricing
Flat monthly fee
Simple, predictable payment model
No hidden charges
No surprise or extra fees disclosed
Monthly consultations
Included at no extra cost
Annual review included
Yearly review at no extra fee
Competitor B
Annual contract required
Flat monthly fee
Simple, predictable payment model
No hidden charges
No surprise or extra fees disclosed
Monthly consultations
Included at no extra cost
Annual review included
Yearly review at no extra fee