“I’m not a businessman, I’m a business, man.” – JayZ

Bring me on board as your personal financial planner for 12 months. You’ll receive ongoing coaching and support for a full year.

How it works

  • The Starter Plan package to jumpstart your progress
  • Additional one-on-one coaching sessions to address your specific life goals
  • Analysis of insurance needs
  • Retirement planning
  • Annual review meeting to monitor progress and adjust the plan as needed
  • Monthly email support to implement action items and provide accountability
  • Unlimited email and phone access to me during business hours for questions as they arise (within reason!)

Investment: $3,000+ per year (payment plans available)

Five tips to help you LIVE WELLTHYon any budget

Join the Wellthy Girl community to learn how! As a member you'll receive a delightful and inspiring roundup of my favourite things, popular blogs, and a monthly giveaway. 

Welcome to the Wellthy Girl community!! xoxo

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