The Foundation

Let’s get you out of the hole, celebrating short-term wins and laying a strong foundation of successful thinking and habits.

Step One: A 30-Minute Call
This is a chance for us to meet and see where you’re at, what I have to offer and how those two things could come together so your future is funded. You can expect an open conversation without any judgment or fancy jargon while I’ll hope for your eagerness to learn and lean in.

Step Two: Schedule 6 Weekly Meetings
Through The Foundation, we will:

• Take a deep dive into your committed and emotional expenses.

• Sort through your junk drawer of statements and accounts.

• Uncover habits and patterns that propel your money reality.

• Refocus and optimize your spending while trimming down costs and extras.

• Start a weekly financial plan for your current cash flow.

• Develop and run through summary reports at the end of every month.

• Walk through any questions about your spending options like bank accounts, phone plans, wifi packages, you name it.

• Make room for rewards! 

Step Three: The Results
What you’ll find after just a few steady weeks of work will be that organization, awareness and empowerment are the keys to getting control, feeling confident and seeing progress. Your debt won’t be so daunting, you’ll actually see a way forward and come to realize you won’t be stuck in old patterns forever. There’s no big marathon without the daily training leading up to it, and it feels so good to be on our way!

$444

The Form

Let’s focus on what excites you and your bigger picture. Let’s design a strategy to reach them.

Step One: A 30-Minute Call
If this is our first time meeting, this is a chance for us to see where you’re at, what I have to offer and how those two things could come together so your future is funded. You can expect an open conversation without any judgment or fancy jargon while I’ll hope for an eagerness to learn and lean in. 

If this is your natural step up from The Foundation, you’re ready to keep building on all the work we’ve done! Let’s review everything we’ve implemented so we can assess, plan and get the most out of The Form.

Step Two: Schedule 6 Weekly Meetings
Whether you’ve started with The Foundation or are jumping right into The Form, we will:

• Draw up a five-year vision with timing for big picture items and goals.

• Walk through any questions about smaller spending options like bank accounts, phone plans or wifi packages and bigger options like buying or leasing a vehicle, renting or owning a house and corporate pension plans.

• An introduction into investments and when we can wisely start your portfolio.

• Make room for rewards! 

• Note: Once we start discussing specific products like insurance policies, investment portfolios, legal wills, mortgages, etc… we will move into The Future to discuss the processes, prices and potential partners (i.e. lawyers and brokers) who will need to implement those products for you.

Step Three: The Results
What you’ll have in a few months is a much more hopeful vision and actual plan for getting what you want in the future through consistent change on the weekly level. Walking this out will give you so much clarity, freedom and excitement for a purposeful future that’s made possible by doing the work, asking the hard questions and sticking with it, I promise!

$444

The Future

With smart strides and even paces, we’ll start to see how tall, wide and strong we really can build your personal finances through a myriad of tools. 

Step One: A 30-minute call
Let’s establish what you’re looking for and get right into the specifics of getting you there. We’ll walk through your spending and saving history, what a month-over-month success plan looks like for you and what products and processes can get you there. 

Step Two: 2-3 meetings to discuss your needs and why’s
We will dive deep into custom tools such as:

• Investment Accounts

  From Tax-Free Savings Accounts (TFSA) to Non-Registered Accounts, Registered Retirement Savings Accounts (RRSP) to Registered Education Savings Accounts (RESP), we’ll talk about where to optimally save.

• Investment Platforms

  As a licensed investment representative, I can personally help you explore options like the Stock Market, Private Equity, Exchange Traded Funds (ETF) and Money Market Savings.

• Insurance Options

  As a licensed insurance representative, I can personally help you design life, critical illness and disability policies for you and your family.

• Mortgage Design and Debt-Refinancing Strategies

• If interested, I will connect you to trusted advisors such as lawyers, mortgage brokers and/or accountants

Step Three: The Results

Mastering The Future might feel like the final step, but it’s actually the first - the first into a new home, into big-time investments, into estate planning, into everything you’ve heard talked about but maybe never felt good enough or rich enough or smart enough to even do. You might’ve never felt like you were in the same race as everyone who “knew what they were doing”, but now you are, so there’s no telling how far you’ll go.

Fees based on services needed

Interested in learning what it's like to work with me for your insurance needs? Take a look at this note.

Curious about what it’s like to work with me on your investments? Check out this note.

Release to receive

6 week coaching container

Even with the right tools and plans in place you can’t move forward if you find yourself constantly ramming up against the money blocks you have built up over the years.

Step One: Join the upcoming 6 week money mindset coaching program

The best way to work through your mindset blocks is by committing to a consistent program and community that will provide conversation, questions and opportunities to heal, assess and redesign the beliefs and systems you have had in place since childhood.

This isn't just about managing money; it's a journey of self-discovery and financial empowerment. Together, we'll break free from the constraints of your old beliefs, reveal your deepest aspirations, and pave the path to financial freedom.

Here's what you can expect from our program:

💎 Reclaim Your Beliefs: Release the limiting beliefs that have held you back and learn how to attract abundance effortlessly.

💡 Dream & Achieve: Uncover your true dreams and goals, and start turning them into reality.

💰 Craft Your Cash Flow: Create a personalized cash flow plan that suits your unique lifestyle, desires, and aspirations.

🔑 Master Financial Tools: Gain invaluable insights into essential financial tools and strategies that will unlock your financial potential.

Don't miss this opportunity to be part of our exclusive program. Transform your relationship with money and embark on a journey towards financial success like never before. Secure your spot now and redefine your financial future!

Ready to revolutionize your finances? Reserve your spot today by completing this quick questionnaire! 🌟

What’s Included:

Weekly 60-minute Zoom calls with the perfect blend of informative presentations and engaging conversations.

Opportunity to ignite your courage and excitement to embrace your money story, empowering you to seize the abundance that surrounds you.

Access to our empowering WhatsApp community group, where you’ll find support, encouragement and a space to connect with like-minded individuals.

Specially designed cash flow planning tool to align your habits with your values and achieve your goals.

Embark on a transformative journey to create legacy wealth as you rewrite your money story and shape the narratives that your family will write.

Exclusive 1-on-1 hourly calls at a discounted price of $75.

$555 for March 15th, 2024 Start Day