Choose Your Financial Growth Path
Our savings plans are designed to match different stages of your financial journey. Each tier builds upon proven strategies that have helped thousands of Canadians develop better money habits since 2018.
Foundation
Perfect for those starting their savings journey with basic tools and educational resources.
- Monthly budget planning worksheets
- Basic savings calculators
- Weekly financial tips email
- Access to planning templates
- Community forum participation
- Mobile app with tracking tools
Growth
Comprehensive planning with advanced strategies and personalized guidance for serious savers.
- Everything in Foundation plan
- Quarterly goal review sessions
- Advanced investment calculators
- Tax planning worksheets
- Priority email support
- Exclusive webinar access
- Portfolio tracking tools
- Emergency fund calculator
Premium
Complete financial planning suite with one-on-one consultation and detailed portfolio analysis.
- Everything in Growth plan
- Monthly one-on-one consultations
- Custom savings strategy design
- Detailed portfolio analysis
- Phone support during business hours
- Retirement planning tools
- Insurance needs assessment
- Estate planning basics
Understanding Your Investment in Financial Education
Learning to manage money effectively is one of the most valuable skills you can develop. Here's what our members typically experience after committing to structured financial planning.
Members who complete our 6-month program typically triple their monthly savings rate through better budgeting and expense awareness.
Most participants establish their first emergency fund within 8 months of starting their financial planning journey.
Based on 2024 member surveys, the average participant saves an additional ,400 per year through improved financial habits.
Real Results from Real People
"After struggling with debt for years, the Growth plan helped me create a realistic payment strategy. I paid off ,000 in credit cards within 18 months and actually enjoy budgeting now."
"The Premium consultations changed everything. Having someone review my finances monthly kept me accountable. I finally started investing and built a 6-month emergency fund."
