Choose the level that matches your needs
SMD offers two service levels for individuals and families. Both give you the tools to understand and organize your digital life — but they differ in how much hands-on support you receive.
Essential gives you the tools to do it yourself, at your own pace.
Concierge adds a dedicated SMD Certified Life Advisor to guide you, keep you accountable, and review your progress throughout the year.
CA$19/month
or CA$190/year
Best Price — Save CA$38 annually
Everything you need to understand, organize and manage your digital life in one secure place.
🧭 Know Where You Stand
- Digital Life Readiness Assessment
- Digital Life Score™
- Personalized readiness insights
- Eight Digital Life Management Modules
🔐 Organize & Protect Your Information
- Secure Online Digital Vault
- Secure document storage
- Password & account inventory
- Digital asset inventory
- Device & technology inventory
- Important information organization
📋 Build Your Digital Life Plan
- Downloadable Digital Life Planner
- Digital life organization checklists
- Action-oriented planning tools
- Personal digital life records
🔄 Stay Up to Date
- Annual Digital Life Review reminder
- Ongoing access to your SMD digital life tools
- Update your information as your digital life changes
👋 Get Started
- 30-minute onboarding consultation
- Guidance on setting up your SMD account
- Introduction to your Digital Life Readiness Score™
Perfect For
Individuals and families who want the tools and a secure place to organize their digital lives — at their own pace.
Essential
You organize it. SMD gives you the tools to do it right.
CA$59/month
or CA$590/year
Best Price — Save CA$118 annually
Everything in Essential, PLUS a dedicated SMD Certified Life Advisor to help you organize, protect and maintain your digital life.
👤 Dedicated SMD Certified Life Advisor
- Personal Certified Advisor assigned to you
- Guided digital life onboarding
- Personalized guidance based on your Digital Life Score™
- Scheduled quarterly Advisor reviews
- Comprehensive annual Digital Life Review
- Priority Advisor support
🎯 Personalized Digital Life Action Plan™
- Identify your highest-priority digital risks
- Create a personalized action plan
- Establish clear priorities and next steps
- Track your progress throughout the year
- Update your plan as your digital life changes
🔐 Digital Organization & Protection
- Digital account and password organization
- Digital asset organization
- Crypto & digital asset documentation support
- Account and recovery review
- Digital document organization
- Device and technology inventory review
- Digital security readiness review
- Digital organization and cleanup guidance
📊 Ongoing Digital Life Management
- Digital Life Readiness Assessment
- Digital Life Score™
- Quarterly progress reviews
- Readiness improvement tracking
- Annual comprehensive review
- Updated Digital Life Action Plan™
📅 Initial Setup
60-minute guided onboarding
📅 Quarterly
60-minute scheduled Advisor review
📅 Annually
Comprehensive Digital Life Review
📞 Between Reviews
Ongoing reminders, progress follow-up, action-plan support and Advisor assistance when needed.
More Than Organization. It's Ongoing Digital Life Management.
Essential gives you the tools to organize your digital life. Concierge gives you the tools, a personalized plan, and a Certified Advisor to help you organize it, create your priorities, keep you accountable, and review it with you throughout the year.
Organize. Protect. Maintain. Stay Ready.
Concierge is for individuals and families who want more than tools — they want a dedicated Certified Life Advisor to guide them, keep them on track, and make sure nothing important falls through the cracks.
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