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Image 1 of 1
Image 1 of 1
Image 1 of 1
Turn your plan into progress.
You know where you stand and what to do first. The Momentum Session is where we make it real. In one focused hour, we build the working system behind your plan, so you leave with numbers set and actions scheduled, not just ideas.
What we do together
Build or tune your zero-based budget, using your real numbers
Set your debt payoff order and monthly payment (avalanche or snowball)
Decide where your next dollar goes: emergency fund, debt, TFSA, RRSP, or FHSA
Set up simple automations so the plan runs without willpower
Agree on three actions for the next 30 days, each with a date
What you leave with
A completed budget and payoff schedule
A written 30-day action list
A short session summary by email within 24 hours
One email check-in with me during the following week
Who it’s for: People who have had the free consultation and want help doing the work, not just knowing what to do.
What it isn’t: This is financial coaching and education, not personalized investment, tax, or legal advice. I’ll refer you to a licensed professional when you need one.
Turn your plan into progress.
You know where you stand and what to do first. The Momentum Session is where we make it real. In one focused hour, we build the working system behind your plan, so you leave with numbers set and actions scheduled, not just ideas.
What we do together
Build or tune your zero-based budget, using your real numbers
Set your debt payoff order and monthly payment (avalanche or snowball)
Decide where your next dollar goes: emergency fund, debt, TFSA, RRSP, or FHSA
Set up simple automations so the plan runs without willpower
Agree on three actions for the next 30 days, each with a date
What you leave with
A completed budget and payoff schedule
A written 30-day action list
A short session summary by email within 24 hours
One email check-in with me during the following week
Who it’s for: People who have had the free consultation and want help doing the work, not just knowing what to do.
What it isn’t: This is financial coaching and education, not personalized investment, tax, or legal advice. I’ll refer you to a licensed professional when you need one.