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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?

Need a structured framework to navigate your financial path?

Our DIY Financial Planning tool is perfect for independent planners like you and the best part is you can access it for $9/month!

Designed for self-directed individuals, our intuitive platform gives you professional-grade tools that fee-only and advice-only financial experts throughout Canada rely on daily!

What our DIY Planner Offers

  • Access to the financial planning through our secure portal. 

  • User-friendly design with practical tools for defining objectives, monitoring cash flow, and exploring "what-if" scenarios.

  • 30-day email and video guide to help you through each step of the process.

  • Detailed charts and images to help you visualize your finances. 

A Money Maker Mindset, Calgary, Budget
A Money Maker Mindset, Calgary, Budget

Is our DIY Planner for you?

Our DIY Planner is for you if:

  • You are capable and confident managing your own finances.

  • Are looking for a tool that will provide you with guidance and advanced insights!

  • Want a tool that is recommended by TRUSTED experts with proven results.

If you feel like you could use some extra support, our professionals are here to help. Additional support sessions are available at our standard hourly rate!

Ready to take control of your financial future?
Get started with our DIY Planner for just $9/month – and build your plan with confidence.

A Money Maker Mindset, Calgary, Budget

Mindful Money Moments 

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