Take charge of your finances
Make Empowered Decisions. Reduce Money Stress.
Confidently Build the Wealthy Life You Envision.
Financial Planning & Money Coaching
Let’s make your financial life easier…
Your life is BUSY, and finding the time and energy to properly focus on your finances never seems to happen.
Imagine having a clear and simple plan for your money, helping you relax and feel financially secure.
Welcome to Be Wealthy Financial Coaching.
“Money doesn’t have to be stressful, complicated, or overwhelming!
As a financial planner and money coach, I help my clients untangle their finances and equip them with the clarity, knowledge, and guidance to make GREAT money decisions.
A financial plan gives you the roadmap to reach your important goals so you can live your definition of a wealthy life.”
Meri-Li Forrest, CFP, CIM,
Founder, Financial Planner & Money Coach at Be Wealthy Financial Coaching Inc.
This is for you if:
You make a good income, but have lost track of where it all goes.
You feel behind when it comes to saving, retirement planning, or paying off debt.
Money makes you feel anxious and you’re embarrassed that you lack the time & skills to care for your money.
You worry something important is slipping through the cracks.
You realize it's time to stop “winging it” and learn how to use your money as a tool to shape your financial future.
You need professional support to achieve a big goal, or to navigate through a financial challenge or life transition (cash flow crunch, sale or purchase of real estate, separation/divorce, moving in with a partner, death of a partner, career or business changes, an inheritance or lump sum, having kids, kids education, planning for retirement).
What outcomes can you expect?
A clear understanding of your financial situation and where your money is going.
Healthier money habits that align with your priorities and goals.
Control of your cash flow with a realistic spending plan and a straightforward money system that actually works for you.
Improve your relationship with money and how you relate to your finances.
Feel confident and empowered to make good financial decisions.
Receive strategies to increase cash flow, reduce debt, increase saving, and build wealth.
And, get answers to your most pressing money questions, such as:
“How much should I have in an emergency fund?”
“Should I pay off debt or invest?”
“Am I on track for retirement?”
“What type of account should I be saving and investing in?”
“What’s the best strategy for paying off debt”
Having a coach for your money is your short cut to success. You’ll not just achieve financial gains, but you freedom from financial worry and frustration.
Get ready to do BIG things with your money:
Phase 1: BUILD your foundation
Phase 2: IMPLEMENT your plan
Phase 3: GROW your wealth
Imagine when you have a CALM and EASY money routine and….
Go from procrastination with financial tasks and feeling “bad with money”, to having a clear understanding of your finances and knowing exactly what to do next.
You make confident money decisions because you have a straightforward plan that you understand. You feel optimistic and excited about your abundant and financially healthy future!
You have fewer money problems and enjoy peaceful nights knowing you’re building financial security.
You effortlessly meet your needs, allowing you to enjoy that dream vacation while still boosting your net worth.
You embrace a fresh perspective on money—not as a source of stress, but as a powerful tool that grants you choices.
Ditch the fear and shame and embrace your choices and dreams. The effort is worth it, and the results are better than you can imagine.
YOU CAN BE GREAT WITH MONEY!
FINANCIAL PLANNING
Advice-Only Financial Planning for Canadian Individuals, Couples and Corporations.
High-value, unbiased advice at an accessible price point.
Equip yourself with a personalized financial plan to help you successfully navigate your financial journey. My goal-oriented approach paves the way for achieving your important life milestones.
Planning services for:
Achieving large goals such as home ownership
Retirement planning
Cash flow & debt management planning
Financial independence planning, and more.
COST: Financial Planning engagement rates vary by complexity and start at $1,600+HST (paid over 3 monthly payments)
You receive unbiased guidance and planning that is customized to your unique financial situation and goals. I don’t sell any investment products or insurance.
MONEY COACHING
THE MINI-PLAN
THREE x 45 MINUTE SESSIONS
Discover the hassle-free path to financial organization!
During our three sessions, we'll go over your important goals, and get clear on your numbers and cash flow. You’ll get a forward-looking money plan and a personalized money system perfectly tailored to your lifestyle. With this system in place, you'll accelerate debt payoff, boost savings, and gain the confidence to navigate any financial decision.
We review the 4 key areas of your finances: Income, expenses, debt and savings, and use output to plan out your financial strategy and goals. You’ll have the opportunity to get your financial questions answered, and receive guidance on opportunities or challenges relevant to your finances. This session takes the guesswork out of your money plan.
This session is perfect for you if: You haven't taken a strategic deep dive into your finances in the past year, if you have a specific goal you're aiming to achieve and need some guidance, or if you're navigating a big life decision or transition.
Personal Finances: Investment $797
Business Finances: Pricing varies by complexity.
THE CONFIDENT MONEY PROGRAM
12-week transformational program|1:1 coaching
12-WEEK PROGRAM offers you a high level of 1:1 support 100% customized to your current lifestyle and future dreams.
Get a clear picture of your finances so you can build confidence and competence with your current and future financial decisions. The program timeframe supports positive behaviour changes and successful implementation of new money routines. This signature framework is crafted towards achieving financial wellness and taking action to build wealth.
Regular accountability check-ins help to organize and optimize your finances. You'll build a simple yet effective money system, get an easy to follow plan for your money, and have a step-by-step roadmap to turn your financial goals into reality.
With these skills, managing your money will be a breeze, and you'll bid farewell to money stress and overwhelm.
Personal Finances: Investment $1,600 in full or $550 paid monthly
Business Finances: Pricing varies by complexity, connect with me to discuss.
This offer does not include a financial plan/retirement projections. It’s best for clients navigating cash flow, and planning for short-term to medium term goals.
