Image 1 of 1
Image 1 of 1
Image 1 of 1
Image 1 of 1
Get clear on your money, with no cost and no pressure.
Not sure where to start with your money? This free 30-minute call is a friendly, judgment-free conversation to help you see where you stand and what to do first. You’ll talk with someone who paid off $30,000 to $60,000 of debt, started investing in his or her 30s, and learned it all the hard way.
What we’ll cover
Your goals, and what’s making money feel stressful
A quick look at your income, spending, debts, and savings
Where you are on the path: budget and save, eliminate debt, or build wealth
Your biggest opportunity and your biggest risk
Three simple next steps you can start this week
What you’ll leave with
A clear read on where you stand, in plain language
Three specific actions with a timeline
A short summary by email
Optional: a recommendation for how I can help further, with no obligation
Who it’s for
Anyone feeling stuck, behind, or overwhelmed by money
People with debt who aren’t sure which to tackle first
People who want to start investing but don’t know how
Anyone who has tried budgeting and quit
What to expect
Book a time that suits you.
Fill out a short intake form (about 5 minutes).
Join by phone or video. Ready? Bring a rough idea of your monthly income, debts, and savings.
Get your summary by email within 24 hours.
What you don’t need
Perfect numbers. Estimates are fine.
To share account numbers, your SIN, or online banking logins. Please don’t.
To buy anything. You’re under no obligation.
Why it’s free: I want you to feel confident that the guidance is useful before you ever spend a dollar. If it’s a fit, I’ll tell you about paid options. If it isn’t, you still leave with a plan.
Please note: This is financial coaching and education, not personalized investment, tax, or legal advice. I’ll let you know if something needs a licensed professional.
Get clear on your money, with no cost and no pressure.
Not sure where to start with your money? This free 30-minute call is a friendly, judgment-free conversation to help you see where you stand and what to do first. You’ll talk with someone who paid off $30,000 to $60,000 of debt, started investing in his or her 30s, and learned it all the hard way.
What we’ll cover
Your goals, and what’s making money feel stressful
A quick look at your income, spending, debts, and savings
Where you are on the path: budget and save, eliminate debt, or build wealth
Your biggest opportunity and your biggest risk
Three simple next steps you can start this week
What you’ll leave with
A clear read on where you stand, in plain language
Three specific actions with a timeline
A short summary by email
Optional: a recommendation for how I can help further, with no obligation
Who it’s for
Anyone feeling stuck, behind, or overwhelmed by money
People with debt who aren’t sure which to tackle first
People who want to start investing but don’t know how
Anyone who has tried budgeting and quit
What to expect
Book a time that suits you.
Fill out a short intake form (about 5 minutes).
Join by phone or video. Ready? Bring a rough idea of your monthly income, debts, and savings.
Get your summary by email within 24 hours.
What you don’t need
Perfect numbers. Estimates are fine.
To share account numbers, your SIN, or online banking logins. Please don’t.
To buy anything. You’re under no obligation.
Why it’s free: I want you to feel confident that the guidance is useful before you ever spend a dollar. If it’s a fit, I’ll tell you about paid options. If it isn’t, you still leave with a plan.
Please note: This is financial coaching and education, not personalized investment, tax, or legal advice. I’ll let you know if something needs a licensed professional.