Professional Consultation Pricing Plans

Choose the consultation approach that fits your financial planning needs

Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations

Past performance does not guarantee future results

Essential Consultation

Perfect for getting started with professional guidance

$150

per session

  • 60-minute consultation session
  • Basic financial analysis review
  • Written summary of recommendations
  • Email follow-up support for one week
  • Limited to single session scope
Choose Plan
Most Popular

Monthly Guidance

Ongoing support for continuous financial progress

$250

per month

  • Monthly 90-minute consultation sessions
  • Comprehensive financial analysis and planning
  • Unlimited email support between sessions
  • Access to planning resources and tools
  • Quarterly progress reviews and adjustments
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Comprehensive Planning

Complete financial planning partnership

$400

per month

  • Bi-weekly consultation sessions (120 minutes total)
  • Advanced financial modeling and scenario analysis
  • Priority email and phone support
  • Detailed written financial planning reports
  • Access to exclusive planning workshops
  • Annual comprehensive financial review
Choose Plan

Additional Fee Information

Consultation Fees

  • Initial consultation sessions: $150-200 per hour
  • Follow-up sessions: $125-175 per hour
  • Document review and analysis: $100-150 per hour

Specialized Services

  • Tax planning consultation: $175 per hour
  • Estate planning guidance: $200 per hour
  • Business financial planning: $225 per hour

Tax Information: All fees include applicable Canadian sales tax (HST/GST as required)

Consultation fees are fixed and do not involve credit or financing arrangements

Service Details and Policies

Accepted Payment Methods

We accept major credit cards, bank transfers, and electronic payments for your convenience

Billing Schedule

Monthly plans are billed in advance on the same date each month. Session-based services are billed after completion

Cancellation Terms

Monthly services require 30 days notice for cancellation. Individual sessions can be rescheduled with 24 hours notice

Satisfaction Commitment

We stand behind the quality of our consultation services. If you're not satisfied with your first session, we'll work with you to address your concerns

Questions about our pricing or services?

Contact Our Team