Be the Best You 

& Young Adult Version*

You receive 4 sessions:

    • Uncover your money motivations & hurdles.

    • Create "Save & Spend" strategies that work for you!

    • Strengthen your goal setting skills. 

    • Get to know what savings options are available at your bank.

    • Choose your spending and saving app or tool.

    • Learn an easy way to make financial decisions before acting.

    • Expand your financial knowledge .

    • Benefit from support and guidance along the way.


Package Price: SPECIAL $288 (Regular $359) COVID RELIEF: Make three $96 payments. 


Future add-on: Schedule sessions to Celebrate & Adapt every 6 to 12 months, $100 per session.

Financial Consultant Nearby Vernon BC

Email or

call 250.306.1256 to book your

Free 30-minute Discovery Conversation

We want to ensure this is the right process & fit. 

For an appointment email: 

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