Simple, transparent pricing plans
Our subscription for financial planning is offered at a flat $250 per month, with no hidden costs or complex terms. APR rates, all fees, and cancellation conditions are clearly disclosed before you subscribe, ensuring you always know what to expect. The subscription covers ongoing access to personal consultations, monthly analytical reviews, and continuous support from qualified professionals. You can cancel at any time with straightforward, upfront terms. Results may vary depending on individual circumstances. No investment products, educational courses, or coaching services are offered.
Meet our planning team
Alexandra Reid
Senior Planner
With over ten years in the Canadian financial sector, Alexandra is dedicated to providing clear, unbiased advice within our subscription model. She ensures clients receive transparent communication and practical guidance every month.
Brian Chan
Financial Consultant
Brian focuses on helping clients understand resource allocation and market dynamics. He brings a practical, approachable style to each session, making financial planning accessible and clear for every subscriber.
Sophie Tremblay
Client Support Lead
Sophie ensures every subscriber receives prompt responses and ongoing support. Her commitment to ethical practice keeps our service aligned with Canadian regulatory standards at all times.
How our process works
From your first subscription to ongoing consultations, our service is designed for clarity and consistency.
Subscription setup
Sign up for our monthly plan, review all terms, APR rates, and fees before completing your subscription.
Your goals
Establish a clear agreement with predictable costs.
What we do
Guide you through registration, outlining all policies and confirming your understanding before payment.
How we do it
Provide transparent online documentation and a support team ready to answer questions.
Tools used
Online portal, clear policy documents
Expected results
Subscription confirmation, welcome email
Planner assignment
A qualified financial planner is assigned to your account within one business day.
Your goals
Connect you with an advisor who understands your needs.
What we do
Match you with a planner based on your preferences and requirements for a tailored experience.
How we do it
Personal review of your intake form and matching by our team.
Tools used
Internal review system
Expected results
Planner introduction, contact details
Initial consultation
Your first planning session is scheduled with your assigned advisor to discuss your current situation.
Your goals
Understand your financial landscape and priorities.
What we do
Conduct a thorough review of your background and objectives during the initial meeting.
How we do it
Personalized conversation, clear agenda, and privacy-focused approach.
Tools used
Secure video or phone call
Expected results
Meeting summary, action items
Ongoing monthly support
Receive monthly reviews, analytical feedback, and continued access to your planner.
Your goals
Maintain consistent progress and adapt to changes.
What we do
Provide regular sessions and feedback to support your evolving needs.
How we do it
Monthly consultations, open communication channels, and clear documentation.
Tools used
Client portal, follow-up emails
Expected results
Monthly review summary, consultation notes
Our pricing plans
All plans are billed monthly with no hidden costs or additional fees.
Essential Subscription
-
Personal consultation access
-
Monthly analytical reviews
-
Canadian regulation compliance
-
Clear cancellation policy
Enhanced Support
-
Priority scheduling
-
Direct advisor messaging
-
All Essential features included
-
Additional monthly review
Premium Concierge
-
Dedicated planner assignment
-
Extended consultation sessions
-
Personalized reports
-
All Enhanced features included
Compare your options
| Features | fulerianova | Others |
|---|---|---|
| Flat monthly fee | ||
| Transparent APR rates | ||
| Direct planner consultations | ||
| Clear cancellation terms | ||
| Canadian compliance focus |