Your finances. Reviewed by Certified Financial Planners
A personalised plan — just for you.
You have learned the concepts. Now apply them to your actual life — with a 20+ year CFP mentor looking at your specific situation.
The free community teaches you the what and the why. A personal consultation gives you the how — applied to your actual income, your actual accounts, your actual goals.
You can absolutely learn and apply everything on your own, at your own pace, without paying.
But if you want deeper clarity, a second opinion, or a faster path forward — this is where professional guidance comes in.
✓ No generic advice
✓ No upselling products
✓ Just a clear plan forward
But some people reach a point where they want:
✓ Confirmation they’re on the right track
✓ Help spotting blind spots
✓ A clearer, faster path forward
That’s when a consultation becomes valuable.
Start Free. Go Deeper When You’re Ready.
Most people begin with our free community — learning the fundamentals and applying them to their own lives.
There is no pressure to pay for anything.
If you’re comfortable doing it yourself, you can continue learning and improving without ever booking a session.
Single Consultation Session
$300 $150
50% off during promotion period
WHAT HAPPENS:
You submit your financial details before the session. Your CFP mentor reviews everything and walks you through your situation step-by-step in a focused 60-minute call.
- Pre-session intake form
- 60-minute one-on-one call
- Tax efficiency review
- Account structure assessment
- Top 3 priority actions
- Notes within 48 hours
- 1 follow-up email
Secure payment via Stripe. Calendar link sent immediately after booking.
Not ready yet? You can continue learning for free in the community.
Full Financial Audit & Tax Plan
A complete review across cashflow, tax, wealth, and estate — with a written plan you can implement immediately.
$297 one-time
- Full 4-sector financial review
- Advanced tax optimisation (RRSP, TFSA, FHSA)
- Estimated tax savings
- Portfolio & account structure review
- Insurance gap analysis
- Personalised written action plan
- 90-day roadmap
- 30-day follow-up call
Includes everything in the single session, plus full written planning.
WHO THIS IS FOR
You’ve learned the basics but want clarity on your situation
You’re unsure if your setup is efficient
You want a second opinion before making decisions
You prefer a structured plan instead of guessing
What Makes This Different
No product sales
We don’t sell investments or insurance.
No commissions
Advice is not influenced by incentives.
No pressure
You decide what to do — we guide.
Get Clarity on Your Financial Plan
Or continue learning for free — the choice is yours.
Disclaimer
Plannerborn consultations are educational in nature and provide general financial planning guidance.
They do not constitute registered investment advice, insurance advice, or tax advice for legal purposes.
Always consult a licensed professional — including a registered tax advisor, insurance agent, or investment advisor — before implementing any specific financial strategy.
Results are not guaranteed.
All recommendations are based on information provided and general financial planning principles.