Learn about our financial services
6-Week Private Coaching Program
Price: $300 CAD
Description:
This is your full financial reset. Over 6 weeks, I’ll work with you 1-on-1 to build financial systems, habits, and confidence. You’ll leave with structure, clarity, and real momentum.
What’s Included:
- 6 weekly private Zoom calls (45–60 minutes each)
- Full budget system + updates as your situation changes
- Ongoing support: we’ll track your progress with you
- Personalized savings, debt, and net worth roadmap
- Email/DM access between sessions
- Final strategy PDF for your next 12+ months
Each week focuses on a specific theme:
- Budget reset + habits
- Expense audit + debt cleanup
- Savings systems + goal setting
- Automation & mindset
- Accountability + problem solving
- Final roadmap review
Ideal For:
Those ready to stop guessing and fully commit to building control, habits, and systems. Especially powerful if you’re trying to build a financial foundation from the ground up.
60-Minute Personal Finance Consulting Call
Price:
$74.99 $39.99 CAD
Description:
This 1:1 coaching session is perfect if you're ready to take control of your money and need expert guidance. We’ll review your income, expenses, savings, debt, goals, and habits — and we’ll build a clear, customized action plan you can start right away.
What’s included:
- 60-minute Zoom call with screensharing
- Real-time coaching & guidance
- Custom budget built with you
- Personalized savings, debt repayment, and goal strategy
- A full recap summary PDF within 24 hours
Ideal for:
Students, new grads, young professionals, or anyone who wants a real plan — not fluff
Custom Budget & Debt Plan
Price: $39.99 CAD
Description:
This service is perfect if you want a personalized budget and debt payoff plan without scheduling a call. We’ll analyze your income, expenses, and debts, and provide a clear, actionable plan tailored to your financial situation so you can start making progress immediately.
What’s included:
- Custom budget built to fit your income and expenses
- Debt repayment strategy optimized for fastest payoff
- Personalized savings and goal recommendations
- Full recap PDF with step-by-step instructions
- Delivered within 48 hours
Ideal for:
Students, new grads, or young professionals who want a ready-to-use plan to manage their money and pay down debt—without a live session.
Digital Templates & Tools
Price: $14.99 CAD per template / $39.99 CAD for a 3-template bundle
Description:
Simplify your finances with ready-to-use digital templates and tools. These resources make it easy to track spending, plan budgets, and monitor debt payoff, helping you stay organized and on top of your goals without the guesswork.
What’s included:
- Budget tracker templates
- Debt payoff calculators
- Savings and goal planning sheets
- Step-by-step instructions for using each tool
- Downloadable PDFs and Excel/Google Sheets formats
Ideal for:
Anyone who wants efficient, plug-and-play tools to manage their money, stay organized, and make smarter financial decisions.
Plan for tomorrow
We're a financial services agency that specializes in solutions tailored to our clients’ financial goals.