It all starts with a plan, and this one is a personalized blueprint for your success.
What you'll get:
✔ 90-min Discovery Call
This is an opportunity to take a deep dive into all of your numbers, goals, and concerns.
✔ Cash Flow Plan
A fully customized cash flow plan built around your needs and goals. This is a flexible and interactive tool that can be modified on an ongoing basis to reflect changes in your situation and highlight any income and/or expense challenges.
✔ Financial Overview + Recommendations
A detailed review of your financial goals, including actionable steps to guide you towards successful execution.
✔ Debt Elimination Strategy
A tailored approach designed to complement your cash flow plan and keep you on track to ditch the debt quickly and efficiently!
✔ Investment Projections
Plan for your financial future using our interactive projection tools and financial calculators.
✔ 90-min Plan Review
A personal walkthrough of your Financial Plan and tailored strategies.
✔ 5x 1:1 Strategy Sessions (1-hr each)
Everyone’s needs and financial priorities are different. As your coach and Financial Planner, I am prepared to dive into a wide array of financial topics during your 1:1 strategy sessions. Below is a non-exhaustive list of types of conversations and planning scenarios we can work through during our sessions together.
- Bookkeeping & Taxes 101
(invoicing, pricing, expense tracking, HST, business registration, incorporation, tax prep)
- Mapping out Financial Priorities
(a quantitative + qualitative assessment of: renting vs buying, of starting a family, going back to school, starting a business)
- Investing & Savings 101
(understanding products, account types, platforms, risk tolerance, review of tailored projections/ scenarios/ and strategy)
- Retirement & Risk Management
(review of corporate pension and insurance benefits, discussing personal insurance needs, understanding federal pension, mapping out retirement objectives, understanding inflation, retirement strategy)
✔ Access to our FULL SUITE of webinars (10 classes)
- Money Mindset & SMART Goals
- Budgeting & Cashflow Planning
- Credit & Debt 101
- Insurance 101
- Small Biz Tax Planning
- CoastFIRE Freedom Fund
- Homeowner’s Dilemma: Rent vs Buy
- New Parent’s Guide to Finance
- Understanding Investment Accounts
- Understanding Investment Products
✔ Unlimited Text Support (12 months)
I’ll be there to provide ongoing support in between our scheduled sessions. We use WhatsApp to keep you accountable and cared for all throughout the program.