Ready to talk?
Would you like to go beyond the dollars and cents of money to identify the true causes of chronic financial problems?
If you’re ready to feel more in control of your money and create good money management habits to support your future, let’s discuss your needs and goals in detail.
Frequently Asked Questions
is this life coaching or financial education?
Both! I’m passionate about empowering you to create a financial relationship that supports the fullest expression of you. I believe a holistic approach is required. Some clients need more support overcoming money blocks, while others are more interested in financial education. Many do both. It’s really up to you, and where you want to go. We’d discuss your needs in detail on our consultation call.
How do sessions work? Do you offer packages?
60 minute online sessions take place in the comfort and privacy of your own home. Choose your favourite video platform like Skype, FaceTime, Facebook Messenger, Google Hangouts, etc. I am located in Toronto, Canada (EST timezone) and offer a flexible schedule including 3 evenings per week and Saturdays to service your timezone.
Coaching is most successful when scheduled weekly. I generally recommend clients begin with one month to see how they like it. I don’t really offer packages because each person is different. There’s no sense locking you into a long partnership if that isn’t what serves you!
Are you a Financial Advisor?
No I am not. Although I have passed the securities exam which would give me the ability to provide licensed financial advice, my focus is on education, which is impartial. My goal is to provide you with factual knowledge and show you how to align it with your integrity and values as a heart-centered person. I don’t sell any financial products, or tell you what to buy. I teach you the truth about them so you can learn how to make informed, confident decisions.
Do you guarantee results?
While I can’t guarantee your specific results, my goal is to provide you with an excellent service that is truly transformational and full of value. If you are not happy, I will try to resolve your concerns. If you are not satisfied with the resolution, you may cancel our partnership in writing with 7 days notice and I will refund any remaining paid sessions.
I'm more interested in financial education.
Great! I’d be happy to help you set up a doable plan that puts most of your financial life on autopilot. I can help you eliminate your debt, maximize your credit score, start automatic saving, make a budget that actually works, teach you about investing & create a set-it-and-forget it portfolio that drastically cuts your investment fees, review your work benefits to optimize contributions & programs, and help you make big financial decisions like buying a home, exiting your job, or deciding whether to invest or pay down debt.
What are the costs?
Sessions are priced individually at $200 CAD. This includes all prep work prior to our meetings, as well as personalized reports and recommendations. You also receive unlimited access to me for support in between sessions via email or social media chat.
I also offer an advocacy program for low income earners. I reserve one space per month for a client who earns under $35,000 CAD annually. The cost is $25 for 3 coaching sessions and includes full support. Please contact me to learn more about this initiative.
Develop the courage to face your finances head on.
Get out of debt and change your financial future.
Feel confident you are doing the right things with your money and your life.
Follow your soul’s guidance and do the thing that lights you up – without financial worry.