Life Together Plan


Package Price: $300 SPECIAL 4 sessions for the price of 3! 

COVID RELIEF: Make three $100 payments.

  • Explore the causes of your financial stress.

  • Share your individual dreams and needs. 

  • Define goals that support a healthy life together.

  • Learn to make sound financial decisions before acting.

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

  • Learn to use your individual strengths to build a stronger relationship.

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

  • Choose your spending and saving app or tool.

  • Expand your financial knowledge.

  • Benefit from support and guidance along the way.


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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