Services & Pricing
Choose the learning experience that fits your needs. From interactive deep dives to self-paced courses, we have options for every comfort level.
Individual Deep Dive
A comprehensive, personalized session to review your complete financial picture and create a clear path forward.
- 1 prep analysis before session
- Full financial & debt review
- Personalized budgeting guidance
- High-level savings & investments education
- Post-session summary snapshot
Couples Deep Dive
Everything in the Individual Deep Dive, designed for two—plus guidance on aligning your shared financial priorities.
- Everything in Individual Deep Dive
- Joint financial picture review
- Help aligning shared priorities
- Combined budgeting strategies
- Post-session summary for both
Individual Education Session
A purely educational session covering the core pillars of wealth—no personal numbers required.
- Core pillar: Mindset
- Core pillar: Cash Flow
- Core pillar: Foundations
- Core pillar: Investments
- Monthly budget template included
Couples Education Session
The same educational framework designed for couples to learn together—no personal numbers required.
- All 4 core wealth pillars
- Designed for learning together
- No personal numbers needed
- Monthly budget template for both
- Shared learning resources
Foundations Course
A fully self-paced course for self-starters. Learn at your own speed with zero pressure.
- 5 core pillar lessons
- Learn at your own pace
- Zero pressure environment
- Monthly budget template
- Access via Google account
All prices are in Canadian Dollars (CAD). Promotional rates are available for founding clients only.
Not sure which service is right for you?
We're happy to chat and help you find the perfect fit for your situation. No pressure, just helpful guidance.