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Get personalized financial planning consultations designed around your unique goals. Join over 3,528 clients who've discovered smarter approaches to managing their money.

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What Our Clients Say

The monthly consultations completely changed how I approach my finances. Having someone break down complex concepts into practical steps made all the difference for my family's budget.

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Sarah Chen

Marketing Manager, Vancouver

I was skeptical about subscription-based financial planning, but the analytical reviews opened my eyes to opportunities I never considered. Worth every penny of the monthly fee.

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Michael Rodriguez

Small Business Owner, Calgary

The personalized approach really stands out. Instead of generic advice, I get consultations tailored to my specific situation and goals. Game-changer for my financial confidence.

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Jennifer Thompson

Healthcare Professional, Ottawa

Frequently Asked Questions

How do the monthly consultations work?

Each month, you'll receive a personalized consultation session focusing on your financial goals and current situation. We discuss analytical approaches, review your progress, and explore new strategies tailored to your needs. Sessions can be conducted via video call or phone, based on your preference.

What's included in the $250 monthly subscription?

Your subscription includes one comprehensive consultation session per month, follow-up email support, access to our resource library, and periodic analytical reviews of your financial approach. All fees are inclusive of applicable taxes and there are no hidden charges.

Can I cancel my subscription anytime?

Yes, you can cancel your subscription with 30 days' notice. There are no cancellation fees, though refunds are not provided for the current billing period. You'll continue to receive services until your paid period expires.

Do you handle my money directly?

No, we do not manage client funds or handle money directly. Our service focuses on consultation, analysis, and guidance. You maintain complete control over your financial decisions and accounts at all times.

What makes your approach different?

We focus on education and empowerment rather than product sales. Our consultations are designed to help you understand financial concepts and develop your own decision-making skills. With 13 years of experience and over 267 completed projects, we bring proven expertise to every consultation.

Success Stories & Case Studies

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Young Professional Budget Optimization

Helped a 28-year-old professional restructure their spending habits, resulting in increased savings rate and clearer financial priorities within six months of consultations.

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Family Debt Restructuring Plan

Guided a family of four through a comprehensive debt analysis, leading to a strategic repayment plan that reduced their financial stress and improved cash flow.

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Pre-Retirement Financial Review

Conducted thorough analytical reviews for a couple approaching retirement, helping them understand their options and develop a transition strategy aligned with their lifestyle goals.

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Small Business Financial Planning

Provided ongoing consultations to a small business owner, focusing on cash flow management and financial planning strategies for business growth and personal security.

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Emergency Fund Development

Worked with a client to establish and build an emergency fund through systematic planning and budget adjustments, creating financial stability and peace of mind.

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Long-term Financial Goal Planning

Supported a client through a multi-year financial planning journey, providing regular consultations that helped them stay on track toward their major financial objectives.

Recognition & Achievements

Excellence in Client Service Award

2023

Canadian Financial Planning Recognition

2022

Outstanding Professional Achievement

2021

Innovation in Financial Consultation

2020

Our Impact in Numbers

3,528+

Satisfied Clients

267

Projects Completed

13

Years of Experience

98%

Client Satisfaction Rate

Why Choose lavimoreno for Your Financial Journey

Personalized Approach

Every consultation is tailored to your unique situation. We don't believe in one-size-fits-all solutions — your financial journey deserves individual attention and customized strategies.

Proven Experience

With 13 years of experience and 267 completed projects, we bring deep expertise to every consultation. Our track record speaks to our commitment to client success and professional excellence.

Transparent Subscription Model

No hidden fees, no surprises. Our clear $250 monthly subscription includes everything you need — consultations, support, and analytical reviews. You know exactly what you're getting and what you're paying.

Focus on Education

We believe in empowering you with knowledge. Our consultations focus on helping you understand financial concepts and develop your own decision-making skills, not just providing temporary fixes.

Ready to take control of your financial future? Join the thousands of Canadians who trust lavimoreno for their financial planning needs.

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