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 the peace of mind that comes with a clear, straightforward plan for your finances—allowing you to feel confident, relaxed, and secure in your financial future.
Welcome to Be Wealthy Financial Coaching.
“Money doesn’t have to be stressful, complicated, or overwhelming!
As a financial planner and money coach, I’m your second pair of eyes—helping you untangle your finances and provide the clarity, knowledge, and guidance you need to make confident, informed money decisions.
With personalized financial planning, you’ll have a clear roadmap to achieve your most important goals so you can create your definition of a wealthy life.”
Meri-Li Forrest, CFP®, CIM®
Founder, Financial Planner & Money Coach at
Be Wealthy Financial Coaching Inc.
Is This Where You’re At?
You're overwhelmed by the abundance of financial information and the complexity of options, unsure who to trust.
You’ve done a lot of things right and are in a good place with your money, but you’re looking for more strategy to ensure you’re on track for your goals.
You make a good income, but have lost track of where it all goes. Life has gotten more expensive, and you're feeling the strain on your finances
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 are ready for 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).
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 strategy to confidently navigate your financial journey.
My goal-oriented approach combines guidance, education, and actionable strategies to help you achieve your important life milestones while empowering you to make informed decisions.
Planning services can help with:
Achieving large goals such as home ownership, education savings, and more.
Retirement and Financial Independence Planning to build an intentional retirement.
Cash flow & debt management planning to optimize your day-to-day finances.
Investment reviews, planning, and education.
Support for DIY investors.
FEES: Financial Planning engagement rates vary by complexity and start at $1,785+HST for personal financial planning (paid over 3 monthly instalments).
We offer one-time planning engagements as well as annual retainer services to support you with implementing your financial plan and serve as your trusted partner in managing your finances.
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. Retirement planning and projects are not included with these sessions.
Personal Finances: Investment $897
Business Finances: Pricing varies by complexity.
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!
