Flexible subscription for your planning needs

Our $250/month plan includes monthly consultations, analytical reviews, and ongoing client support with no hidden fees or long-term commitments.

Monthly consultations

Personal sessions scheduled at your convenience.

Flat monthly fee

Consistent $250 rate with transparent billing.

Meet our advisors

senior advisor office

Elena Petrova

Senior Advisor

Elena brings over 15 years of experience providing client-focused planning consultations.

client support lead office

Jordan Singh

Client Support Lead

Jordan ensures all client inquiries are handled promptly and with care.

consulting advisor office

Marie Chen

Consulting Advisor

Marie specializes in analytical reviews and ongoing client communications.

How our process works

Elena Petrova

Elena Petrova

Senior Advisor

"We focus on making the planning process approachable and accessible. Our clients appreciate the clear pricing and the ability to schedule consultations as needed. Every client journey is unique, and our support is always tailored to individual needs."

1

Day 1

Initial inquiry

Reach out to our team and tell us about your planning needs and expectations for ongoing support.

2

Day 2-3

Advisor introduction

A dedicated advisor will introduce themselves and explain our process, answering any questions you may have.

3

Day 3-5

First consultation

Schedule your first monthly session, where you and your advisor discuss your current circumstances and planning goals.

4

Ongoing

Monthly reviews

Each month, receive analytical reviews, recommendations, and ongoing support tailored to your situation.

Choose your subscription plan

Standard

Monthly consultations and analytical reviews

CA$250.00

per month

  • One consultation every month
  • Analytical reviews included
  • Ongoing client support
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Enhanced

Extra session per quarter included

CA$320.00

per month

  • Two consultations per month
  • Analytical reviews included
  • Direct line to advisor
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Premium

Priority scheduling and annual review

CA$350.00

per month

  • Priority session booking
  • Annual comprehensive review
  • Dedicated support team
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How we compare

See the difference between our subscription and other options

Our subscription model offers a transparent, ongoing service. Review how we stand out from traditional advisory services.

Subscription

oramirensy subscription

Monthly consultations and analytical reviews included

$250/mo

Fixed monthly fee

Consistent and predictable billing every month.

Personal consultations

Sessions tailored to your needs and schedule.

Analytical reviews

Monthly analysis and actionable feedback.

No surprise charges

All costs are included in one subscription.

Dedicated support

Receive direct responses from your advisor team.

Traditional advisor

Variable fees and less predictable support

$300+/mo

Fixed monthly fee

Consistent and predictable billing every month.

Personal consultations

Sessions tailored to your needs and schedule.

Analytical reviews

Monthly analysis and actionable feedback.

No surprise charges

All costs are included in one subscription.

Dedicated support

Receive direct responses from your advisor team.