Financial Planning For Everyone!

We believe that everyone can achieve their financial goals with the right planning and advice. That’s why our basic plan starts at just $40/month for those with simple financial situations. For complex situations or more one-on-one support, we offer premium plans which start at $80/month.

Simple

Most Canadians have no idea what they pay their advisors. Most advisors charge a percentage of assets and quietly siphon money out of the account without ever sending an invoice.

We take a different approach.

Unbiased

At PlanEasy our fees are simple. There are no products and no commissions. We charge a flat monthly subscription fee that you can cancel at any time. We work for you. You can be certain our advice is unbiased and free from conflict.

Individuals: $80 per month

Couples: $100 per month

Families: $120 per month

Premium Plan

  • Free 30-min discovery meeting where we get to know you, your circumstances, your values and your goals
  • Two 30-min check points as we build your financial plan together
  • A comprehensive financial plan spanning from today until age 100+
  • 60-min plan presentation meeting where we review your financial plan together
  • Ongoing support 24/7 via e-mail
  • Bi-monthly check points via email, phone or video chat
  • Plan refresh every 12-months

Start Discovery

Individuals: $40 per month

Couples: $50 per month

Families: $60 per month

Basic Plan

  • Free 30-min discovery meeting where we get to know you, your circumstances, your values and your goals
  • Two check points as we build your financial plan together
  • A comprehensive financial plan spanning from today until age 100+
  • 30-min plan presentation meeting where we review your financial plan together
  • Ongoing support 24/7 via e-mail
  • Bi-monthly check points via email
  • Plan refresh every 12-months

Start Discovery

Premium Plan

  • Free 30-min discovery meeting where we get to know you, your circumstances, your values and your goals
  • Two 30-min check points as we build your financial plan together
  • A comprehensive financial plan spanning from today until age 100+
  • 60-min plan presentation meeting where we review your financial plan together
  • Ongoing support 24/7 via e-mail
  • Bi-monthly check points via email, phone or video chat
  • Plan refresh every 12-months

Individuals: $80 per month

Couples: $100 per month

Families: $120 per month

Basic Plan

  • Free 30-min discovery meeting where we get to know you, your circumstances, your values and your goals
  • Two check points as we build your financial plan together
  • A comprehensive financial plan spanning from today until age 100+
  • 30-min plan presentation meeting where we review your financial plan together
  • Ongoing support 24/7 via e-mail
  • Bi-monthly check points via email
  • Plan refresh every 12-months

Individuals: $40 per month

Couples: $50 per month

Families: $60 per month

Other Services

Free Office Hours

Office hours are a quick and easy way to speak with a fee-for-service financial planner with no obligation. We offer free 30-minute sessions on the first Thursday and Saturday of every month. It’s open to anyone who has a general question about personal finances, needs advice on their specific situation, or just wants a second opinion on their existing financial plan.

Book A Session

Free Low-Income Planning

We want to help everyone achieve their financial goals, that’s why we provide free financial planning to low-income families and individuals. To ensure we reach our goal, we pledge 10% of our time and resources to support financial planning for low-income households.

Learn More

No commissions. No sales goals. Just advice.

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