Transparent Pricing for Financial Success
Choose the subscription plan that matches your financial planning needs. All plans include personalized consultations and ongoing support.
Essential Planning
Perfect for individuals starting their financial planning journey who want professional guidance and support.
- One monthly consultation session (60 minutes)
- Email support between sessions
- Basic financial analysis and review
- Access to planning resources library
Comprehensive Planning
Ideal for families or individuals with complex financial situations requiring more detailed analysis and support.
- Two monthly consultation sessions (60 minutes each)
- Priority email and phone support
- Detailed financial analysis and recommendations
- Quarterly progress reviews and adjustments
- Access to premium planning tools and resources
Executive Planning
Designed for high-net-worth individuals requiring intensive financial planning support and frequent consultations.
- Four monthly consultation sessions (60 minutes each)
- Direct phone access to your consultant
- Comprehensive financial modeling and scenario analysis
- Monthly written reports and recommendations
- Tax planning coordination support
- Emergency consultation availability
All prices include applicable Canadian taxes (GST/HST/PST). No hidden fees or setup charges.
Licensed by FSRA ON 847329
Important Pricing Information
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
No credit or financing offered. All fees are paid monthly in advance.
Payment Terms
Commission Structure
lavimoreno does not receive commissions from financial product sales. Our revenue comes solely from subscription fees, ensuring objective guidance.
Tax Information
All subscription fees include applicable Canadian taxes. GST/HST rates vary by province. Tax receipts provided for all payments.
Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan with 30 days notice. Changes take effect at the start of your next billing cycle, and prorated adjustments will be applied to your account.
What happens if I miss a payment?
We'll send payment reminders and provide a 10-day grace period. If payment isn't received, services may be temporarily suspended until your account is current. No late fees are charged during the grace period.
Are there any additional costs?
No hidden costs. Your monthly subscription includes all consultation time, support, and resources. The only additional cost might be if you request written reports beyond what's included in your plan.
Ready to Start Your Financial Journey?
Join over 3,528 satisfied clients who trust lavimoreno for their financial planning needs. Choose your plan and begin transforming your financial future today.
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