Pricing

SIMPLE PRICING, DESIGNED TO FIT YOUR NEEDS.

First Session

FREE
  • Introductory
    Session
  • Duration : one hour
  • Online conference
  • Quick response time

Hourly Rate

$ 350
Per hour
  • Establish your financial foundations
  • Online conference
  • Quick response time
  •  

Oui Save

$ 50
Per month
  • Simple financial status
  • Unlimited emails
  • Extended hours
  • Two hours of financial planning per year (extra hour: $300)
  •  
  • Investments optimization
  • Access to our private monthly newsletter
  • Initial financial plan* not included

Oui Invest

$ 2,500
Per year
  • Complex financial status
  • Unlimited emails
  • Extended hours
  • Unlimited sessions
  •  
  • Investments optimization
  • Access to our private monthly newsletter
  • Initial financial plan included
  •  

Oui Diversify

% 1
Under management**
Min. $2,500 fees
  • Complex financial status and assets under management
  • Unlimited emails
  • Extended hours
  • Unlimited sessions
  •  
  • Investments (incl. 401k) managed by Oui Financial
  • Access to our private monthly newsletter
  • Initial financial plan included

*An initial plan usually takes 3 to 4 hours ($350 each).
**Min. $2,500/year – Max. $20,000 (+0.25% for 401k management) 

We Prioritize Your Financial Interests

We don’t sell financial products.

We don’t receive commissions.