The Planner plan includes a suite of advanced tools, such as our comprehensive retirement savings calculator, a portfolio allocation worksheet, a debt snowball/avalanche comparison tool, and detailed templates for tracking net worth and cash flow. These are interactive spreadsheets and documents designed to work alongside the course material, allowing you to apply what you've learned directly to your own numbers and build a robust, personalized financial plan from scratch.
Yes, we are committed to keeping our content relevant and accurate. Our team reviews and updates all course materials annually to reflect the latest changes in Canadian tax laws, contribution limits for accounts like RRSPs and TFSAs, and any new government programs. You can be confident that the strategies you're learning are applicable to the current financial landscape in Canada. Major updates are also announced to all members.
Yes, all our members, including those on the free Explorer plan, gain access to our private community forum. This is a space to ask questions, share your progress and challenges, and learn from the experiences of fellow members. Our instructors also participate in the forums to answer questions and provide guidance. We believe peer support and shared learning are powerful motivators and a key part of the educational experience at Steward Wealth.
We offer a 30-day money-back guarantee on our Planner plan. If you're not satisfied with the course for any reason within the first 30 days of your purchase, you can request a full refund, no questions asked. We are confident in the value our courses provide and want you to feel secure in your decision to invest in your financial education. Your satisfaction and success are our top priorities.
Our standard courses are designed for self-paced learning and do not include personalized financial advice. However, our 'Steward' plan is designed for those seeking one-on-one guidance. This custom plan includes dedicated coaching sessions with our senior instructors, who can provide personalized feedback on your financial plan and help you navigate your unique situation. Please contact us through the 'Request a Quote' option on our pricing page to learn more about this service.