You shouldn’t have to choose between enjoying life today and building a secure future for your family.
In plain words: one plan for two incomes, a home and the kids.
Family Plan Session for Couples: 75 minutes, $325 flat per couple, by video, together.
Two incomes, one family, a lot competing for the same dollars.
- Two incomes, and every dollar already has a job
- A baby on the way, or one just arrived
- Your mortgage advice came from the lender, investments from a bank, insurance from someone else
- You want one plan you both agree on
This works best with both partners on the call. Add your partner’s email when you book.
Everything competing for the same dollars, put in order.
In plain words: we put your money, your time off and your protection into one plan.
- One household cash-flow plan: bills, savings, investing and protection, in the right order
- Parental leave and childcare: what the budget looks like while one income drops
- Debt priorities: what to pay down first, and what can wait
- An emergency reserve that fits a GTA cost of living
- RESP set up to capture every grant dollar available to your children
- Protection sized to your mortgage and your children’s ages: life and disability for both of you, not just the higher earner
- Wills, guardianship and beneficiaries: what’s missing, with a referral to a lawyer if you need one
- A written roadmap you both keep
Built together, kept by both of you.
- A written roadmap you both keep
- One household cash-flow planBills, savings, investing and protection, in the right order
One flat price. No surprises.
In plain words: you know the cost before you book, and you can cancel for a full refund.
$325Family Plan Session for Couples · 75 min · CAD, taxes included per couple
Payment is taken when you book. After that:
- Cancel or reschedule any time before your session: full refund.
- Missed session, with a reason given within 24 hours: 85% refunded (15% fee).
- Missed session with no notice or reason: 50% refunded (50% fee).
Strategies discussed may involve life insurance products. Figures are 2026 federal limits or simple illustrations, not guarantees or typical results.
Start with a free conversation.
The free 30-minute Clarity Session is the front door. If the Family Plan Session is the right next step, I’ll tell you. Couples who already know they want the full roadmap can book it directly.
Free · 30 minutes · no obligation