Simple, transparent subscription for financial planning
Our $250/month subscription gives you unlimited access to ongoing financial planning support. No extra fees for consultations, plan reviews, or adjustments. We keep pricing clear so you always know what to expect. All terms are explained in advance, and you have the flexibility to continue or pause as your needs require. Experience ongoing partnership without surprise charges or hidden conditions.
Predictable cost
Flat monthly fee for all services.
Personal attention
Advisors focus on your unique needs.
Meet our team
Experienced planners, dedicated to your goals
Olivia Chen
Lead Advisor
Bachelor of Commerce University of Toronto
Maple Advisory Group
Key skills
Methods
Awards
Awarded Top Planner Ontario
Featured in Finance Today
Certs
Olivia brings over a decade of experience in financial planning. She is passionate about building long-term relationships and ensuring clients receive practical, actionable guidance.
Olivia’s approach integrates client goals, clear communication, and practical advice. She aims to simplify complex topics and make planning accessible for everyone. Outside of work, Olivia volunteers with local financial literacy programs.
David Singh
Senior Planner
Master of Business Administration McGill University
Northern Advisory
Key skills
Methods
Awards
Recognized for Client Service
Speaker at Canada Finance Forum
Certs
David specializes in helping clients adapt to life’s changes by providing calm, thoughtful guidance. He has been part of the vithenexari team since its founding.
David believes in steady, ongoing communication and adapts his approach as client needs change. He values building trust and making complex decisions easier to understand. Outside the office, David enjoys cycling and community mentorship.
Marie Tremblay
Advisor
Bachelor of Economics University of Ottawa
Ottawa Planning Group
Key skills
Methods
Awards
Recognized for Teamwork
Awarded Best Client Experience
Certs
Marie’s attention to detail and client-first attitude have made her a trusted advisor. She is known for her approachable style and clear explanations.
Marie’s approach is highly individualized, ensuring each client feels heard and supported. She communicates complex ideas simply and enjoys fostering lasting client relationships. Outside work, Marie volunteers in her community.
Alex Kim
Planning Associate
Bachelor of Finance Simon Fraser University
Vancouver Advisory
Key skills
Methods
Awards
Employee of the Month
Recognized for Service Excellence
Certs
Alex supports clients throughout their planning journey, ensuring all details are managed efficiently. He is known for his reliability and positive attitude.
Alex’s role ensures that clients always have access to efficient support and timely answers. He is dedicated to making the planning process smooth and accessible. Outside of work, Alex enjoys hiking and local volunteer projects.
Our process, step by step
We make financial planning straightforward with a clear, repeatable process for every subscriber.
Initial consultation (week 1)
Getting to know you
We start with a detailed conversation about your background, goals, and current situation. This helps us understand your unique needs before making recommendations.
Personal discussion
Open conversation to clarify your priorities.
Situation review
Assessment of your current financial position.
Plan development (weeks 2-3)
Tailored recommendations
Based on our initial conversation, we craft recommendations that fit your goals. We explain everything clearly and answer any questions you may have.
Custom advice
Recommendations fit your personal objectives.
Clear documentation
All terms are documented for transparency.
Implementation (weeks 3-4)
Action and follow-up
We support you as you put your plan into action. If you have questions or need to adjust, we’re here to help every step of the way.
Support provided
Guidance through each step of implementation.
Flexible adjustments
We adapt as your needs change.
Ongoing partnership (every month)
Regular reviews
Each month, we check in and update your plan as needed. You can schedule additional meetings at any time for continued guidance.
Monthly check-ins
Keep your plan current with regular contact.
Open communication
Advisors remain available for support.
Our subscription pricing
One clear monthly fee—$250 covers all planning consultations and ongoing support.
Standard Plan
Ongoing support and consultations included.
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All advisor consultations included
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Unlimited plan reviews and updates
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Transparent, flat-rate pricing
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No additional or hidden fees
Couples Plan
Designed for two individuals planning together.
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Joint consultations and support
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Custom planning for both parties
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All features of Standard Plan
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No hidden or extra charges
Family Plan
Support for households planning together.
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Family consultations included
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Planning for multiple members
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All features of Standard Plan
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Consistent, transparent pricing
No hidden costs, upselling, or complicated tiers. All fees and terms are explained in advance.
How we compare to others
| Feature | vithenexari | Competitor A | Competitor B |
|---|---|---|---|
| Flat monthly fee | |||
| Canadian advisor expertise | |||
| No hidden charges | |||
| Personalized consultations | |||
| Flexible scheduling |