Simple, Transparent Pricing
All plans include a 14-day free trial.
Choose the plan that best fits your needs
Essentials
A solid starting point with structured guidance, giving you peace of mind as you plan for the future.
Pro
Greater control and flexibility, enabling stress testing, and deeper scenario analysis
Premium
Users looking for flexibility and control to manage their investments in income properties and Canadian-Controlled Private Corporations (CCPCs).
Why pay $3,000+ for a one-time financial plan you can't control?
Premium
The ultimate solution for managing complex and sophisticated finances.
349
/year
Save 20%
Everything in Pro plus:
Saved Analyses
20
Assets
Income Properties
CCPC Investment Funds
Pro
For savvy planners ready to dive deeper with advanced tools.
299
199
/year
Save 33%
Everything in Essentials plus:
Saved Analyses
10
Assets
Operating Business
Cottage & Land
Features
Custom Plan
Linked Investment Accounts
Dynamic Growth Rates
Insights
CSV & PDF Downloads
Optimization Tools
CPP/QPP & OAS optimizer
Support
Book a 1:1 call anytime
Essentials
The Essentials you need for peace of mind and financial confidence.
99
/year
Save 20%
What-if Scenarios
Unlimited
Saved Analyses
0
Assets
Primary Residence
Insurance
What-if Scenarios
When can I retire?
How much can I afford to spend in retirement?
What can I leave to my kids?
Test different estate goals
Test different CPP/QPP & OAS start ages
Support
Virtual Assistant
Email Support
Which Plan Is Right For You?
Essentials
For individuals who want to take control of their financial future without the need for complex tools or stress testing. Whether you're looking for peace of mind that you're on track or need to course-correct, Essentials provides a simple, structured approach to financial planning.
Key Benefits
Create and manage your own financial plan
Test different estate goals and retirement strategies
Gain clarity on whether you're on track or need adjustments
Ideal For
Individuals who want to take control without extra complexity
Those seeking peace of mind that they're making the right financial choices
People exploring estate goals and long-term strategies
Pro
For users who want deeper insights, flexibility, and the ability to stress-test different financial strategies. Pro provides advanced tools to refine your plan and analyze every detail for maximum efficiency.
Key Benefits
Run multiple scenario analyses and compare strategies
Gain deeper insights into your financial future
Download CSV reports for detailed review
Optimize withdrawals, deposits, and start ages for various government benefits
Ideal For
Professionals and retirees who want detailed financial insights
Those managing multiple income streams or investments
Individuals looking to stress-test and refine their plan
Premium
Premium is designed for users who actively manage income properties and their CCPC investment fund, offering advanced tools to optimize their financial plan.
Key Benefits
Strategic estate and tax planning tools – gain insights to improve long-term outcomes
Investment property and CCPC integration – structure your plan around real estate and corporate investments
Ideal For
Business owners and entrepreneurs managing investments within their CCPC
Real estate investors looking for tax-efficient planning and cash flow management
Individuals seeking more control over how their financial strategy evolves
Not sure which plan is right for you?
Try all features during your 14-day free trial and decide later. You can change plans anytime.
Start Your Free Trial TodayFrequently Asked Questions
Can I change plans later?
Yes! You can upgrade or downgrade your plan at any time. If you upgrade, you'll only pay the difference between your current billing cycle and the new plan's pricing. If you downgrade, any remaining balance will be applied as a credit toward your next billing cycle.
What's included in the free trial?
Your 14-day free trial gives you full access to ALL features across ALL plans, regardless of which plan you initially select. This allows you to thoroughly test every feature and determine which plan best suits your needs before making any financial commitment.
Can I cancel my subscription?
Yes, you can cancel anytime. You'll retain access to your plan until the end of your current billing cycle.
How are payments processed?
All payments are securely processed through Stripe, a trusted and industry-leading payment platform. This ensures your billing information remains safe and encrypted.
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