Financial Essentials

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Financial
Essentials

It's Time To Feel Good About Your Finances

These sessions begin with your story. Knowing where you are financially today is the first step. From there, we create a plan to get you where you want to be. You benefit from the fee-only, advice-only format.

This is where clarity begins—and confidence grows.

This Works

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Smart financial planning allows your money to support the life you’re living today and lays the groundwork for a secure future.
Building financial literacy empowers you to make informed decisions — turning uncertainty into clarity and goals into results.
Be inspired to transform your financial future through proactive financial coaching and actionable strategies.

At Fenske Financial Coaching & Planning, you pay a fee-for-service rate and we guide you every step of the way.

Begin With You

You choose where we begin, then we’ll add the pieces

to build customized strategies and a financial plan that fits your life.

POWER TO ACHIEVE
Financial Literacy

Create and Maintain a Budget
Master Cash Flow
Understand Credit
Take Control of Your Debt
Prepare for Financial Emergencies
Strengthen Your Financial Knowledge

FINANCIAL FREEDOM
Financial Planning

Set Achievable Goals & Priorities
Create Saving & Spending Strategies
Lump Sum? Let’s Make It Last
Tailor Your Investment Practices & Grow You Money
Explore your Housing Needs and Mortgages
Protect Yourself: Plan for the Unexpected with Insurance
Blend & Streamline Your Finances
Optimize Tax Savings

PEACE OF MIND
Financial Coaching

Develop Healthy Money Habits
Make Better Decisions
Move from "Stuck to Inspired"
Change Your Relationship with Money
Uncover Your Spending Triggers
Discover Your Money Strengths and Blind Spots
Plan Together as a Team
Enjoy Accountability & Encouragement

Your Partner in Financial Well-Being

Working with a Registered Retirement Consultant (RRC®), Professional Financial Planner, Certified Tax Preparer, Myers-Briggs Coach, and communication expert like Karen will guide you on an inspiring and solid path to financial well-being. Expect tailored strategies and actionable plans to achieve your goals.

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Per Session

Individuals $125
Couples $150

12 Month Program $1250 (a $250 savings!)

Plus GST

Let's Get Started

We work at your pace.
It can take a few sessions to complete a financial plan to move you forward.
A decision-making behavioural assessment can be included.
Add check-ins every 3 or 6 months to keep on track.
Add weekly or monthly sessions to change money habits.
Book here for a FREE 20-minute introduction.

Stay focused for just $1,250* for the year, you will receive:
✅ Monthly one-on-one financial coaching sessions
✅ Personalized guidance to practice new habits to meet your goals
✅ 2 FREE sessions included (a $250 savings!)

*Plus GST