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SERVICES

FINANCIAL WELLNESS EVALUATION

Why you need a Financial Wellness Check

My passion for helping others stems from my challenging journey in seeking reliable financial guidance. Unfortunately, a college education, most often doesn't equip you with the skills to navigate real-life money management.

 

I realized I could do much better, but figuring out where to turn for help was a puzzle. It was then that I discovered Ramsey, who transformed his own financial struggles into a method for managing money based on God's principles. He has empowered millions worldwide to escape debt and achieve financial success.

 

Now, I’m eager to assist you in a similar way. Through a comprehensive assessment, I can help you determine if you're on the right track for financial success. With my teaching mindset, my primary goal is to help you understand the broader picture. Together, we can identify long-term objectives and create a plan to achieve them.

ONGOING FINANCIAL COACHING

You have a trusted voice on your team

Looking to develop your business or personal financial goals but not sure where to turn? Need help planning or executing your retirement goals? Let me guide you. With my coaching style there is no judging or shaming. I've being where you are and I completely know the deep frustration and fear that comes from been in debt. You have a strong advocate on your side. Money is 90% about behaviour and 10% about math. Let me help you chart a course for success.

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As your financial Coach, these are the things I can do for you.

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  • Operate with the core values of Honesty, Competency, Respect, Responsibility and Family.

  • Dive deep and help you identify the root of your money issues.

  • Identify the behaviours that keep you from achieving your goals.

  • Develop a holistic financial plan that matches your income and lifestyle.

  • Arm you with the right knowledge and provide your with a workable plan regarding your income, savings, investments and retirement.

  • Recommend the best professionals that I trust to provide you with the relevant services such as Insurance, Investments, taxes etc.

As a Financial Coach, this is what I won't do​.

  • Sell financial products.

  • I am not a licensed mortgage or insurance broker. I don't represent any investment firm.

  • I won't give you advise based on the commission I hope to make, because there is none.

NO OBLIGATION INITIAL CONSULT

Achieve Your Goals

You can choose to have your initial consultation either in person, online or over the phone. This typically lasts about 30 minutes, during which time I’ll learn more about you and your expectations. It's entirely free of charge. Contact me today to discover how we can collaborate!

Services: Services

SPECIAL GROUPS

Are you in any of these groups?

Client 3

ENTREPRENEUR

Starting Small

I bring a unique perspective from successfully managing my husband's flourishing medical practice for several years. To establish and run a successful practice, it's essential to receive guidance from someone who comprehends the system and the distinct challenges practitioners encounter in providing their services. Let me leverage my extensive experience to help you navigate common pitfalls and lead you to success.

Client 5

YOUNG CAREER PROFESSIONAL

Career-Long Partner

You've just graduated with a degree, and an exciting job offer is on the horizon. Before embarking on this new chapter, it's smart to establish a solid plan. I'm here to assist you in creating a strategy to manage your student loan debt, start saving for significant purchases like your first home, and develop a budget that ensures you have some extra cash at the end of each month.

Client 6

COLLEGE STUDENT

A Fresh Start

Many college students feel trapped into taking on debt to finance their education. Average graduate comes out of the university with an average of $30,000 in debt. This numbers are growing every year. It a huge commitment to take on. Before you take that step, call me and let's talk about your options.

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