Think of us as your money strategists.
Our mission and passion is to identify the main problem or challenge you are facing and then outline the solution. We will provide you with clear and aligned actions and behaviours – all with a focus on achieving your personal financial goals. Sometimes that plan is all a person like yourself needs, and yet others could use extra motivation and help, so we follow through every step of the way.
You can feel more confident with your money and get a handle on where your paycheques are going in order to start saving toward that big bucket list item on your wish list.
If you want all of these things, you are ready to get your Financial Situation in Focus.
- Organize your expenses so there’s no more surprises
- Create strategies for bill paying that’s quick and easy
- Design a savings strategy that leaves you feeling secure
- Tackle your debt and design a debt payoff strategy
- Gain control of your money. Stop winging it and create a plan.
- Identify key challenges and priorities
- Discover strengths and solutions
- Learn the first steps needed to achieve financial clarity and confidence
($399 for Couples)
Session Length: 2 Hours
In the Focused Financial Session, we deliver a personalized plan with your goals and prioritizes in mind. We balance how you’ve spent money in the past with what you want to do with your money going forward. We design a plan that sets you up for success then we discuss how best to execute the plan – what steps you need to take and when! Imagine how much you could save or throw toward debt if you had a plan!