Essential financial literacy and baseline calculators.
$0
Free forever- Access to all 8 foundational learning modules
- Basic compound growth & fee calculators
- Anonymous browser progress saving
- Plain-language Canadian & U.S. topic guides
100% Unbiased. Zero Financial Ads. Instant Access
Simple, transparent self-serve pricing.
No sales calls, no vendor demos, and no commission kickbacks. Choose the plan that fits your investing goals and get immediate access.
Choose your path
Built for independent, self-directed investors.
Start with free foundations, grab lifetime access to interactive decision sandboxes, or join Annual Pro for continuous rebalancing tools.
One-time payment for lifetime access to all decision tools & credentials.
$49
Pay once. Lifetime access.- Everything in Free Foundations
- Unlimited Interactive Market Crash & Inflation Stress Tests
- Dynamic Tax Account Priority Engine (TFSA/RRSP & 401k/Roth)
- Exportable Investor Policy Statement (IPS) in PDF & Data formats
- Certified Basic Investor (CBI) digital credential with 1-click LinkedIn badge
- Dual CA 🇨🇦 and US 🇺🇸 frameworks unlocked
For active planners wanting continuous rebalancing & updates.
$59/year
Billed annually (~$4.92/mo)- Everything in Lifetime Toolkit
- Automated Portfolio Rebalancing Workbench
- Annual CRA & IRS contribution limit updates
- Deep-dive modules (ETFs, Fixed Income, Real Estate vs REITs)
- Priority educational Q&A summaries
- Cancel anytime with one click