Monthly
CAD $14 per month
Get startedPricing
One plan, everything included — start with a conversation, keep the plan.
Best value
Annual
CAD $99 per year
About $8.25/month — save 40%.
Get started14-day free trial, no credit card required.
Every plan includes
- Conversational intake with an AI agent — you confirm every figure
- Plaid bank connections and spreadsheet import, with your approval on every change
- Deterministic planning engine — same confirmed inputs, same numbers, every time
- Interactive dashboard across eight plan sections
- Excel workbook and interactive HTML deliverables from every run
- Plan Q&A — ask follow-up questions about your numbers
- Delete your data any time
Educational decision-support only. Not financial, tax, legal, or investment advice. No specific securities or products are recommended.
Ready to talk it through?
Create a free account, tell the AI agent about your household, and generate an illustrative plan — confirmed by you, encrypted before it's stored.