You are the Hero in your journey to Financial Independence and I can be your guide!
Let’s Create a Clear Vision for Your Financial Future
What’s the Problem with our Finances? They’re Complicated!
Everyone has a vision of what they want but they just don’t know how to get there.
When you don’t know where you’re going, it creates unnecessary worry and stress.
I will help you identify your goals, and give you a clear vision with a
plan that puts you on a solid path to achieving Your Financial Independence!
Did you know you’re building a Financial House?
From the foundation-up, I will help you ensure that every area of that house is working together to achieve your goals.
Want to know more?
Request this short, easy-to-understand video that removes the mystery of money and provides 7 simple steps to create a clear financial vision.
RETIREMENT AND INVESTMENT
How much do I need to save for retirement? Will my current savings get me there? What funds should I be investing in? I’ll help put you on the path to the retirement you want so that your money works for you and you won’t have to work for your money.
What kind of life insurance, and how much coverage, should I have? There’s a lot of hidden pitfalls in life insurance fine print and I can identify the red flags in your current policies. I offer complimentary life Insurance checkups to make sure you and your family are properly protected.
Should I focus on paying off debt or saving? What debt should I pay off first? I can show you the most efficient way to get rid of your debt in less time with less money so that you can shed the stress and worry that debt creates.
Am I getting the best deal on my mortgage? What is mortgage insurance and should I have it? I work for you, not the banks, to show you how your mortgage fits into your financial ‘house’. We partner with several brokers to make sure you have the choice and flexibility you need when it comes to your mortgage.
Having wills, powers of attorney and properly named beneficiaries in place are critical aspects to any financial house. These must be in place to ensure children are properly looked after and spouses aren’t penalized in the event of a passing. I will help you solidify all of these arrangements so that your wishes are followed.
ACCESSING DISABILITY BENEFITS
Did you know that living with many common medical conditions qualifies you for significant federal financial disability benefits? This includes conditions such as ADHD, IBD, Autism, and mobility issues, just to name a few. It’s estimated that one in five Canadian households has someone that qualifies. I’m extremely passionate about helping clients access these life changing benefits!
HOME AND AUTO INSURANCE
There’s no way around the need to insure our homes and vehicles, but we can certainly look for the options that work best for us. I have partnerships with insurance brokers that may help you reduce these costs.
SMALL BUSINESS SOLUTIONS
Many small business owners assume that group medical benefits and savings plans are out of reach. I can help you access competitive group and individual benefits so you can look after your workforce, attract the best talent and grow your business.
WORKSHOPS AND WEBINARS
My approach always begins with education. I’d love to provide a completely free workshop to your company, school, church or organization. These can be general ‘Personal Finances 101’ workshops or I’m happy to focus in on any particular area.
GET IN TOUCH
JOIN OUR TEAM
Are you looking for a rewarding career that gives you more freedom and flexibility? An opportunity where you’re in the drivers’ seat and no one else is deciding your worth for you?
We’ll provide you all the training you need to get licensed and provide top-notch client service.
Check out this video to see how you can start your own professional business as a Licensed Financial Coach and begin changing people’s lives for the better!