Services & Pricing
Explore our offerings and choose the service that aligns with your goals.
Please choose a service below to continue to booking.
Personal Financial Plan
$395
We create a structured and personalized financial plan tailored to your goals, lifestyle, and long-term priorities.
Your plan helps you understand where you are today, identify gaps or opportunities, and establish a clear path forward with practical steps you can confidently follow.
Ideal for anyone seeking clarity and a solid foundation for long-term stability.
Financial Clarity
$150
A focused 75-minute session designed to help you gain clarity on a specific financial question or challenge.
We walk through your situation, discuss options, and provide clear next steps you can implement immediately.
Perfect for targeted support without needing a full plan.
Debt Strategy
$175
We build a personalized debt reduction plan that helps you pay down debt more efficiently and with confidence.
This session includes reviewing all debts, ranking priorities, selecting a payoff method (snowball, avalanche, or hybrid), and mapping out a repayment timeline that fits your financial reality.
Budgeting
$175
Together, we create a budget that is simple, sustainable, and customized to your lifestyle.
This includes designing categories, monthly flow, and a budgeting method that feels supportive and not restrictive so you can stay organized and in control.
Personal Tax Filing
starting at $120
We prepare and file your personal tax return with a professional, stress-free process.
You receive clear communication and reliable filing support from start to finish
Free Clarity Consultation
15 minutes
A short introductory call to explore your needs, answer initial questions, and help you identify the best service for your situation.
There is no obligation. This just a calm and helpful space to get direction.
Cashflow Planning
$150
We help you understand your income, spending patterns, and financial habits so you can develop a cashflow system that supports your goals.
You leave with a structured and realistic plan that improves consistency, reduces overwhelm, and helps your money flow intentionally each month.
Loan Optimization
$175
We build a personalized debt reduction plan that helps you pay down debt more efficiently and with confidence.
This session includes reviewing all debts, ranking priorities, selecting a payoff method (snowball, avalanche, or hybrid), and mapping out a repayment timeline that fits your financial reality.
Tax Strategy Session
$175
A practical session designed to help you understand the tax impact of your financial decisions. We walk through tax-efficient approaches, credits, deductions, and contribution strategies. These are all explained in simple and clear language.
No investment products are recommended
Business Financial Organization (small Businesses)
starting at $250
We help you streamline and organize your business finances with simple systems for cashflow, expenses, and basic tax readiness.
This service gives small business owners peace of mind and structure, and ensures your financial setup supports compliance and growth.
New Business Setup Consultation
$250
We guide new entrepreneurs through the early steps of setting up a business, including structure considerations, registration steps, basic bookkeeping setup, and financial system foundations.
Our approach helps you avoid common mistakes and build a business that is organized from day one.
Investment & Wealth Education
Session $150
We teach the fundamentals of how investing works without recommending specific investment products.
You’ll learn about risk levels, asset classes, long-term wealth-building principles, fees, account types (TFSA, RRSP, FHSA), and the basics of building a strong investment foundation.