Frequently Asked Questions
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A money coach is someone who will help you see your financial situation through a different set of lenses.
They are by your side to teach, question, help you set realistic goals, hold you accountable for making progress, motivate you and help you practice and perfect new skills.
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During our first consultation session you will be able to share your current situation, your expectations and your goals. *If you don’t know, that’s ok. That’s what I’m there for. ;)
We will be able to discuss and see if a financial coach is actually what you need and if I’m a good fit to help you.
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A coaching session is very specific to each couple or individual. I will cater the content and approach to your needs, goals and current financial picture.
We will be :
looking over your current spending,
assessing your life goals and what that means for your money,
creating a new spending plan,
finding best ways to follow the new plan,
learning strategies to build healthy money conversations as a couple
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After we have decided to work together, you will receive a document to fill out (with your partner, if you are a couple) giving a brief overview of your finances.
This should take no more than 1 hour, and should be completed 3 days prior to our first coaching session.
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We are currently launching our Beta Client Phase called Foundational Finance.
This 4 week program comes at no-cost to those who are selected. Apply now! Spaces are very limited.
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Lucky for you, I’m currently in my beta client phase! The 4 week coaching program is free for a limited-time.
After 4 weeks, you will be presented with various options to continue your financial learning and coaching.
Managing finances can be challenging, and it might seem counterintuitive to invest in financial coaching when you’re already stressed about money. However, my goal is to help you achieve long-term financial stability and freedom.
By working with me, you’ll gain valuable skills and strategies that can save you money, reduce financial stress, and help you reach your financial goals more efficiently. The benefits far outweigh the initial cost, as you gain confidence and clarity in your financial decisions.
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The richness of a money coach lies in the relationship built together to help you achieve your long term goals.
There is something powerful to say about having an external source cheering you on and guiding you when need it.
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The world of finance is so broad. Imagine going to see a bodybuilder to learn Pilates. They are both in the fitness world but require a different set of skills.
Financial advisors can be great when you have insurance to purchase, money to invest or specific banking needs. A money coach does none of that.
I have nothing to sell you but knowledge, ressources, an actionable plan and a ton of hope.
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Rest assured that ALL of your conversation remain strictly confidential.
I realize that money can be a sensitive subject for some and I respect your willingness to meet with me and share your financial challenges.
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Custom financial literacy learning materials
Budgeting ressources (websites, apps, spreadsheets)
Insurance ressources (Independent brokers)
Investing ressources (Canadian brokerage companies)
Books, Podcasts, YouTube channel recommendations
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If you are in the eastern Ontario region we can definitely meet in person.
Thanks to Zoom, I can meet with anyone from anywhere in the world. :)
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Send me a message and I will get back to you very soon! :)