Do-It-Yourself
Financial Planning
Are you a "do-it-yourselfer" wanting to take charge of your finances and just need a bit of guidance? Do you need a structured framework to navigate your financial path?
Our DIY Financial Planning tool gives you the same professional-grade software that financial experts throughout Canada use daily, for just $9/month.
Everything you need to plan with confidence:
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Access to professional financial planning software through our secure portal
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User-friendly design with practical tools for defining objectives, monitoring cash flow, and exploring "what-if" scenarios
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30-day email and video guide to help you through each step of the process
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Detailed charts and images to help you visualize your finances.
Our DIY Financial Planning tool is perfect for independent planners like you!
Who thrives with our DIY Planner?
Self-directed individuals who are confident managing their finance and want expert level tools with structured guidance and proven results!
Ready to take control of your financial future? Get started today for just $9/month and build your plan with confidence!
Need additional support? Our financial professionals are available for one-on-one sessions at our standard hourly rate.