Build Your Free Financial Plan

Personal online financial planning that empowers Canadians to feel confident about their money.

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A better way to access financial advice

Your money = your plan

You worked hard for your money, now it's time to make it work hard for you. Your financial situation is unique, which is why no two financial plans are the same. No more generic advice from the bank!

Advice when you need it

Adjust your plan when it's convenient for you, and easily book a conversation with your Frame Plan Hero on your schedule.

Your financial quarterback

Whether you have questions about purchasing a house, contributing to your RRSP, or saving for a vacation, our team and software are here to help. Unlike most of the finance industry, our planners don't work as commissioned salespeople, which means your interest is always put first.

Modern financial planning

Our financial planning software enables you to get highly customized advice for free. Most importantly, you will be able to continually update your plan and get clear and actionable recommendations on what to do with your money every month. 

Workplace Wellness

Innovative online financial planning software and unbiased financial planners working together to improve your employees' financial well-being.

How it works

Easily build your plan

Spend minutes filling out an online financial questionnaire. We take your information and do thousands of calculations to generate your custom financial plan.

Review your plan

Make adjustments, see your financial projections, and get guidance on where you should put your money every month.

Put your plan to work

Easily implement, track, and update your plan on your schedule. Our team is always here to help!

What our clients say

"It's so refreshing to have a clear plan that lays out how to reach my financial and lifestyle goals!"

- Shane

"As a busy mom with two kids, being able to do everything online is very helpful."

- Rachel

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