Transparent Subscription Pricing for Planning Services
Our $250 per month subscription covers all consultations, analytical reviews, and ongoing access to your planning consultant. No hidden fees or additional charges—just clear, professional service you can rely on.
Natalie Chen
Senior Planning Consultant
Your Planning Support Team
Natalie Chen
Senior Consultant
Natalie specializes in ongoing planning consultations, focusing on regulatory compliance and unbiased feedback for every client. She is committed to transparent communication and client privacy.
Eric Davis
Consultant
Eric brings over a decade of experience in client-focused planning. He ensures each session is tailored for clarity and practical outcomes, always maintaining strict confidentiality.
Denise Williams
Consultant
Denise is dedicated to providing thorough, data-driven reviews and clear explanations. Her approach supports clients in understanding their choices within Canadian regulations.
How Your Subscription Works Step by Step
Our process is designed to provide consistent, actionable planning support with clear expectations and secure communication at every stage.
Initial Consultation and Intake
After subscribing, you’ll begin with a one-on-one intake session to discuss your current situation, needs, and planning priorities with your consultant.
This session sets the foundation for future monthly reviews and clarifies how your subscription will support your goals.
Monthly Analytical Review
Each month, your consultant will conduct a thorough review of your plan, factoring in regulatory changes, relevant data, and your feedback.
You’ll receive a summary report and actionable recommendations for the coming period.
Ongoing Consultant Messaging
Between scheduled sessions, you have access to direct messaging with your consultant for clarification, questions, and minor adjustments.
All correspondence is confidential and handled securely, with responses within 1-2 business days.
Annual Service Review
Once a year, your overall subscription engagement is reviewed to ensure ongoing value, transparency, and alignment with your evolving needs.
This review covers service satisfaction, fee transparency, and potential improvements to your experience.
Subscription Pricing Plans
Simple, transparent, and all-inclusive
Core
Includes monthly consultations, analytical reviews, and ongoing messaging with your consultant.
- Monthly session included
- Direct consultant access
- Canadian regulatory alignment
- Confidential service
Plus
Adds priority messaging, extended review reports, and annual in-depth planning review.
- All Core features
- Priority consultant messaging
- Annual review enhancement
- Detailed reporting
Premium
Designed for complex needs, with custom reporting and quarterly strategic review meetings.
- All Plus features
- Quarterly strategic review
- Custom reports
- Dedicated consultant line
How We Compare to Others
Understand how nexuverial’s subscription differs from traditional planning options in Canada.
nexuverial
Transparent monthly fee
Monthly analytical reviews
Regularly scheduled plan updates
Unbiased, no product sales
No commissions or sales focus
Flat subscription pricing
Predictable monthly billing
Canadian regulatory alignment
Advice meets local standards
Traditional Firm
Fee per session model
Monthly analytical reviews
Regularly scheduled plan updates
Unbiased, no product sales
No commissions or sales focus
Flat subscription pricing
Predictable monthly billing
Canadian regulatory alignment
Advice meets local standards
Hourly Advisor
Hourly consultation billing
Monthly analytical reviews
Regularly scheduled plan updates
Unbiased, no product sales
No commissions or sales focus
Flat subscription pricing
Predictable monthly billing
Canadian regulatory alignment
Advice meets local standards