Choose your pricing plan

  • Basic Membership

    59.99$
    Every month
    Perfect for beginners looking for one-time investments.
     
    • Assistance with finding simple investments/retirement plans.
    • Setting up a budget that you can manage.
    • Discounted annual tax filing.

  • Silver Membership

    79.99$
    Every month
    Perfect for those taking control of their financial future.
     
    • Basic Membership +
    • Stock and dividend investments.
    • Online budgeting and financial programming setup.
    • Video and conference calling.

  • Gold Membership

    125$
    Every month
    Perfect for members advancing their financial freedom.
     
    • Basic Membership +
    • Silver Membership +
    • 24/7 online budgeting and financial programming maintenance.
    • Priority appointment scheduling.

  • Basic Plan

    140$
    Every month
    Daily Service for Small Business
     
    • Daily accounts sheet; transactions recorded & reconciled
    • Daily cash flow report

  • Premium Plan

    240$
    Every month
    For growing businesses
     
    • Daily accounts sheet; transactions recorded & reconciled
    • Daily cash flow report
    • Invoices prepared
    • Bill payment reminders
    • Cash flow forecasting

  • Consultation

    0$
     
    Taxation & Finance Management
    Free Plan
    • Speak one-on-one with an Accountant
    • Learn more about our services
    • Discuss the needs of you and/or your business