Financial Coaching

Take control of your finances with personalized guidance designed to build confidence, stability, and long-term financial success.

1-Hour Budget Review Session — 

$80

A focused one-on-one session to help you understand your current financial picture.

  • ✔ Review of income and expenses

  • ✔ Identify unnecessary spending and saving opportunities

  • ✔ Personalized budgeting recommendations and tools

Perfect for individuals looking for a quick but effective reset to get back on track.

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Financial Shopping List

Bring these items to our final session so we can put your lessons into action and build your personal financial plan.

Credit

  • Recent statements for all debts
  • A credit bureau pull

Banking

  • 2 months of bank statements for all accounts
  • A credit bureau pull

Income

  • 2024 Notice of Assessment
  • Recent Paystubs

Assets and Liabilities

  • List of vehicles, investments, property,
  • List of debts, expenses

Goals and Ambitions

  • What do you want to accomplish financially in the next two years?
  • What new habits do you want to create and what habits do you want to lose?
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