“Welcome Talbot Village! PlanEasy is a fee-for-service financial planning practice that specializes in young families. We don’t sell products. There are no commissions. We provide advice. We optimize your financial plan to minimize taxes and maximize government benefits. Book a complimentary 30-minute discovery session to learn more.”
– Owen
“Welcome Talbot Village! PlanEasy is a fee-for-service financial planning practice that specializes in young families. We don’t sell products. There are no commissions. We provide advice. We optimize your financial plan to minimize taxes and maximize government benefits. Book a complimentary 30-minute discovery session to learn more.”
– Owen
Get Started For Free!
Let’s start by getting to know each other. We want to understand you, your unique values & goals. Complete a brief online survey and then have a complimentary 30-minute call to discuss your needs and answer any questions you have. This helps us ensure we’re a good fit.
Get Started For Free!
Let’s start by getting to know each other. We want to understand you, your unique values & goals. Complete a brief online survey and then have a complimentary 30-minute call to discuss your needs and answer any questions you have.
This helps us ensure we’re a good fit.
“We believe that everyone can achieve their financial goals”
Step 1
Tell us about you. We want to know about your values and your goals.
We want to know what’s really important to you, your values and your goals. This is the core of your financial plan. We also want to know about your personal finances. PlanEasy is tailored to regular families with regular personal finances. So we’ll ask you a few simple questions to make sure we’re a good fit.
Step 2
Book a free discovery call with one of our fee-for-service financial planners.
Before you engage us to build your financial plan you’ll have the opportunity to book a no obligation call with one of our fee-for-service financial planners to talk about your values, goals, and answer any questions you may have.
Step 3
We send you a proposal that outlines the next steps and the cost.
After the discovery meeting your financial planner will send you a proposal letter outlining the next steps for your financial plan and the cost. We offer both basic and premium plans for individuals, couples and families that start at just $40/month. We’ll recommend the right plan to fit your current situation and your financial goals.
Tell us about you!
“We believe that everyone can achieve their financial goals”
Step 1
Tell us about you. We want to know about your values and your goals.
We want to know what’s really important to you, your values and your goals. This is the core of your financial plan. We also want to know about your personal finances. PlanEasy is tailored to regular families with regular personal finances. So we’ll ask you a few simple questions to make sure we’re a good fit.
Step 2
Book a free discovery call with one of our fee-for-service financial planners.
Before you engage us to build your financial plan you’ll have the opportunity to book a no obligation call with one of our fee-for-service financial planners to talk about your values, goals, and answer any questions you may have.
Step 3
We send you a proposal that outlines the next steps and the cost.
After the discovery meeting your financial planner will send you a proposal letter outlining the next steps for your financial plan and the cost. We offer both basic and premium plans for individuals, couples and families that start at just $40/month. We’ll recommend the right plan to fit your current situation and your financial goals.
Tell us about you!
Advice
We work with you to understand your whole life, not just your money. We believe that financial planning is more than just investing and retirement. We build a comprehensive financial plan that covers all aspects of your life. We provide advice-only financial planning that is open, honest and unbiased.
Budgeting
“Where does my money go each month?” We help get your finances on track. We build a spending plan that works for you and helps you feel in control.
Cash Flow Planning
“I feel stressed out by unexpected expenses”. We plan your income and expenses from today until age 100+ so that you worry less about the future and focus on today.
Paying Off Debt
“I feel overwhelmed by debt.” Get your debt under control. We’ll help you reach debt freedom, improve your cash flow, and start building your assets.
Simplify Your Finances
“I spend too much time managing my finances!” Personal finance shouldn’t be hard. Organize your finances. We create a structure that let’s you spend less time on your finances and more time on things that matter.
Buying A House
“Can I buy a house? Can I manage all these new expenses?” Today’s housing market is tough. We help make your dreams a reality by looking at how a home fits with your overall financial plan.
Planning For A Family
“How do I manage these new family expenses? Can I stay at home with my family?” Children are expensive and government programs are confusing. We make it easy so that you spend more time with your family and less time juggling your finances. We help you estimate government benefits and plan your income and expenses before, during, and after your leave.
Minimizing Taxes & Maximizing Government Benefits
“Am I being smart with my money? Am I leaving money on the table?” We help you minimize taxes and maximize government benefits, both now and in the future. We help you work smarter, not harder, so that you reach your goals in the easiest way possible.
Financial Independence & Retirement Planning
“Retirement isn’t a goal for me. Retirement sounds boring!” Retirement is an old-fashioned idea. We help you achieve financial independence, where work becomes optional and you can spend more time doing the things you love. We can help you reach financial independence at age 65, 55, 45 or even earlier.
Investment Planning
“Is my investment advisor doing what’s best for me? Am I paying too much in fees?” Get a second opinion on your investments. We build an investment plan that reduces fees, minimizes taxes, helps you stay the course during a downturn, and lets you reach your financial goals without taking on too much risk.
Budgeting
“Where does my money go each month?”
We help get your finances on track. We build a spending plan that works for you and helps you feel in control.
Cash Flow Planning
“I feel stressed out by unexpected expenses”.
We plan your income and expenses from today until age 100+ so that you worry less about the future and focus on today.
Paying Off Debt
“I feel overwhelmed by debt.”
Get your debt under control. We’ll help you reach debt freedom, improve your cash flow, and start building your assets.
Simplify Your Finances
“I spend too much time managing my finances!”
Personal finance shouldn’t be hard. Organize your finances. We create a structure that let’s you spend less time on your finances and more time on things that matter.
Buying A House
“Can I buy a house? Can I manage all these new expenses?”
Today’s housing market is tough. We help make your dreams a reality by looking at how a home fits with your overall financial plan.
Planning For A Family
“How do I manage these new family expenses? Can I stay at home with my family?”
Children are expensive and government programs are confusing. We make it easy so that you spend more time with your family and less time juggling your finances. We help you estimate government benefits and plan your income and expenses before, during, and after your leave.
Minimizing Taxes & Maximizing Government Benefits
“Am I being smart with my money? Am I leaving money on the table?”
We help you minimize taxes and maximize government benefits, both now and in the future. We help you work smarter, not harder, so that you reach your goals in the easiest way possible.
Financial Independence & Retirement Planning
“Retirement isn’t a goal for me. Retirement sounds boring!” Retirement is an old-fashioned idea. We help you achieve financial independence, where work becomes optional and you can spend more time doing the things you love. We can help you reach financial independence at age 65, 55, 45 or even earlier.
Investment Planning
“Is my investment advisor doing what’s best for me? Am I paying too much in fees?”
Get a second opinion on your investments. We build an investment plan that reduces fees, minimizes taxes, helps you stay the course during a downturn, and lets you reach your financial goals without taking on too much risk.
Our Process
We start every client relationship by getting to know each other. We want to understand your unique values & goals. You start by answering some simple questions, then we tell you what additional information we need to complete your plan. Don’t worry, we’ll handle all the tough calculations, integrate existing government programs and prompt you when decisions are required.
Step 1
Discovery
We start by getting to know each other. We want to understand you, your unique values & goals. You complete a brief online survey and we then hold a complimentary 30-minute call to discuss your needs and answer any questions you have. This helps us ensure a good fit.
Step 2
Getting Organized
We get to know all about you. We collect both your personal and financial information to create a picture of where you are today. We want to understand your unique circumstances, so we can create a plan that fits you perfectly.
Step 3
Where Will You Be In The Future?
We discover what’s important to you and where you see yourself in the future. We focus only on the goals that matter to you and then figure out the best way to get there. We build a plan that spans from today until age 100+.
Step 4
Plan Presentation & Support
We build a custom financial plan for you. We optimize taxes, government benefits, fees, financial risk and more. We deliver recommendations that span six major areas: budgeting, cash flow, investments, insurance, taxes and benefits. We work with you to implement your plan and we check-in on a regular basis to ensure you get the full benefit.
Step 1
Discovery
We start by getting to know each other. We want to understand you, your unique values & goals. You complete a brief online survey and we then hold a complimentary 30-minute call to discuss your needs and answer any questions you have. This helps us ensure a good fit.
Step 2
Getting Organized
We get to know all about you. We collect both your personal and financial information to create a picture of where you are today. We want to understand your unique circumstances, so we can create a plan that fits you perfectly.
Step 3
Where Will You Be In The Future?
We discover what’s important to you and where you see yourself in the future. We focus only on the goals that matter to you and then figure out the best way to get there. We build a plan that spans from today until age 100+.
Step 4
Plan Presentation & Support
We build a custom financial plan for you. We optimize taxes, government benefits, fees, financial risk and more. We deliver recommendations that span six major areas: budgeting, cash flow, investments, insurance, taxes and benefits. We work with you to implement your plan and we check-in on a regular basis to ensure you get the full benefit.
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
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
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
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