Ready to improve your finances and get serious about your money?
How to Get Started
Let's make managing your finances a breeze!
Step 1: BOOK a Free Consultation
A hassle-free call to discuss your money goals and priorities. I’ll outline the process and pricing and and answer your questions.
Step 2: CREATE Your Plan
Together, we create a detailed financial plan with the strategy and action steps to help you achieve your goals.
Step 3: IMPLEMENT Your Plan
We bring your plan to life! With coaching and accountability, you'll see financial improvements and experience less stress and confusion about money.
FINANCIAL PLANNING
Advice-Only Financial Planning for Canadians. Valuable 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 reaching your important life milestones.
Planning services for:
Detailed retirement planning
Achieving large goals such as home ownership
Cash flow & debt management planning
Financial independence planning, investment planning for DIY investors, and more.
Financial Planning engagement rates vary by complexity & start at $1,785+HST (paid over 3 monthly instalments)
As an Advice-Only Financial Planner I don’t sell any investment products or insurance.
You receive unbiased guidance and planning that is customized to your unique financial situation and goals.
The process:
3 Planning Meetings Held via Zoom
#1 A 2 Hour DEEP DIVE meeting: A thorough meeting to ensure we've accurately captured all your financial details, leaving no gaps in your plan.
#2 FOUNDATION meeting: Interactive goal setting to refine your financial goals and objectives.
#3 PLAN PRESENTATION meeting: We review plan assumptions, and discuss the various scenarios within your plan. We discuss recommendations, prioritize implementation steps, and I’ll answer any questions you have.
I have a unique approach to planning. My aim is to create a lasting relationship and offer accountability and guidance around financial behaviours and implementing the action steps within your plan. You'll have a financial partner you can turn to for questions or assistance in navigating life changes.
MONEY COACHING
THE MINI-PLAN
3 X 45 MINUTE SESSIONS
Discover the hassle-free path to financial organization!
Know exactly where you stand (no more confusion), address your most pressing financial concerns, and get a prioritized list of action steps to get you on the right path to reach your money and life goals. We review the four key areas that are vital for your financial success: income, expenses, debt and savings. Retirement planning and projections are not included.
Together, we'll craft 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 challenge.
Through our three sessions, we'll establish a forward-looking money strategy that you can seamlessly integrate into your routine. From tackling immediate financial tasks to fostering lasting habits, you'll have the tools and support to thrive financially, now and in the future.
THE DETAILS:
3 x 45 minute strategy session held via Zoom
Email support to answer questions during the time we work together
THE DELIVERABLES:
A clear picture of your current financial situation
Design and implementation of a monthly money routine and system to manage your finances
Guidance and support to complete your crucial financial tasks
Create a proactive money plan covering debt, savings, and emergencies
Personal Finance Clarity Session: Investment is $897
Business Finance Clarity Session: Rates vary by complexity, connect with me to discuss.
Go from financial overwhelm and stress to financial clarity and freedom.
FAQs
How are the coaching sessions held? Sessions are held via Zoom. You receive an email with recap notes and action items from our meeting.
Will there be homework? Yes, the “wealth work” we assign between coaching sessions will maximize your results.It allows us to fully prepare for our sessions together and this gives you the utmost value from our time together.
How long do I need to work with you? We all have different financial goals, timeframes and skills. Some clients seek my services to get through life transitions or to achieve a specific goal, like saving for a house down payment. Others want a regular accountability partner to reach major financial milestones that can take 6 months or longer to achieve. Financial coaching can become a regular part of your money routine, think of it like a gym membership for your finances. Knowing that lasting change takes time and effort, it’s completely your choice on how long our relationship lasts.
I’m in good financial shape and okay at managing my finances. Can your services still benefit me? Yes, absolutely! You can make incredible progress when you already have a good handle on managing your money. Through longer-term financial planning, you can get further on your financial and life journey, which is super exciting. A financial plan will give you the detailed roadmap to reach your goals.
Here are just some topics we can dive into:
Saving for your children’s education
Planning for your dream retirement
Going from employee to entrepreneur
Funding a sabbatical or mini retirement
Planning for a major purchase or travel
Pursuing financial freedom so you can choose how you spend your time
Creating a legacy for your children, family or community
Feeling better about your money and getting your finances organized
Do you provide financial planning & coaching for couples and business owners? Yes, absolutely. Getting on the same page with financial goals is so powerful. As a couple, you can achieve faster financial progress, and enjoy the process of building wealth together.