Exams? Done. Job? Landed. Financial plan? … uh oh.

Welcome to adulthood.

 

With your student years now behind you, it’s time to launch your career and start earning the money you need to live the grown-up life of your dreams. It’s an exciting time, but it can quickly become stressful when you factor in student loans, credit cards, pension plans, RRSPs, TFSAs, investment portfolios, mortgages … oh my!

 

Are you ready to manage this new financial responsibility? I’m here to help.

Financial success is not determined by how much money you make, but what you do with your money. I’ll teach you the basic principles of personal finance in a way that’s simple and easy to understand, and help you establish the confidence needed to look those financial decisions in the eye and say “I’ve got this!”

Together, we’ll get clear on your goals, understand where you’re starting from, and give each of your dollars a job to make your dreams a reality. Want to get your own place? Buy a car? Pay down debt? You can do it. I’ll show you how.

 

How it works
  • One 90 minute one-on-one coaching session
  • Written personalized plan, containing:
    • Values and goals (what’s important to you and what you want to accomplish)
    • Net worth statement (what you own and what you owe)
    • Cash flow analysis & budget template (what you earn and how you’ll spend it)

Investment: $250

 

Want more?

+ Add on monthly Clarity Calls, and affordable option for follow up questions and ongoing advice.

+ Upgrade to the The Starter Plan package for a more detailed look at how to achieve your goals and an introduction to investing.

 

A note to parents

You know all those things you know about money today and wished you knew in your 20s? It can be difficult to teach your adult kids how to manage their money, so let me help you out. Give your new grad the gift of financial freedom with a financial planning session!!

 

 

 

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