Money Coaching + Homeowner Strategies + Client Strategy Team
Membership - Benefits - Pricing - Getting Started Process
We’ve built a flexible, accessible membership that any Canadian family could join and benefit from what we can offer:
Base Membership Applying Process
*Trail Program Available in Nova Scotia and New Brunswick Only
Note: The Membership form below is to register for your complementary 30 minute online meet and greet online meeting. There is not an option to set up a membership directly online.
We want to ensure that the membership makes sense for everyone before moving forward.
Base Membership of $19.99 mth + GST/HST
$199 + GST/HST - 1x Set Up Fee
Every membership includes access to all of the following:
- Your personal money coaching platform access - for 1:1 and group coaching meetings, booking meeting, review past meeting, take notes, book next meetings, and more
- Complete onboarding assistance
- 1 Hour 1:1 kickstart strategy meeting
- *30 Minutes of 1:1 Monthly Money Coaching: forms part of the base membership during the trail period.
- Flexible 1:1 Monthly Money Coaching - (after the pilot program) - clients can keep their 30 min for $30 mth or 15 min for $15 per month at those discounted coaching rates. *Monthly coaching then is an optional add on to the base membership
- Group Coaching - regular group coaching for homebuying, budgeting, debt reduction, credit card optimization and more will be held weekly. Join unlimited meetings
- Access to the Henri Money Coaching App. Every member has access our coaching platform to run personal money strategies, either on your own, with your coach, or using our Henri AI built in feature that is like having your personal money coaching buddy in your pocket 24/7
- Exclusive community access groups, learn from the pros and other members, join any community group that benefits you, our community and professional monitors are vetted so it is a safe space for anyone to participate and is only accessible to our members
- Support designing your own life strategy team - we will help build your team of professionals and help quarterback collaboration: add your financial, mortgage, insurance planners and more, to your team
- Mobile App - communicate live with you strategy team, money coach, and communities directly through our mobile app
- Learning courses and how-to guides - the coaching program will be filled with how to and strategy guides accessible 24/7
- No Call Centres, No Extension Lines - You have direct contact with your independent money coach
- Client Partner Program - become an ambassador and earn an additional source of income
- Tax preparation discounts through CloudTax
- No Upselling, No Advertising, or Selling of Any Data
Money coaching and mortgage strategies built around your life, not a sales funnel. You stay in control, and we stay focused on your life strategies and collaboration with your strategy team of professionals.
Next Steps
- Complete the form below to get started.
- You’ll receive a thank-you email (check your junk folder if you don’t see it).
- Inside the email, you’ll find:
- A link to book your 30-minute online Meet & Greet.
- A link to complete a short questionnaire to help us prepare for your session.
Reminder emails will be sent automatically until both steps are completed.
Synergy Client Inquiry Form
Complete this form to set a time for a 30 minute meet and greet.
You can also revert to the professional partner's page to submit your form through the professional partner or we can help link you to a professional partner afterward