Free 30-minute Discovery Conversation
We want to ensure this is the right process & fit.
If you agree to move forward we will schedule our first full session.
During Covid 19 we will meet via video chat or phone.
This Works
Financial Literacy is a powerful tool for because it equips young adults to make informed decisions about spending, saving, and borrowing. By understanding how money works they can avoid common pitfalls like excessive debt. They can build credit from an early age, and confidently plan for major milestones such as buying a car, paying off student loans, or moving out.
It fosters a sense of control and independence.
Developing smart money habits early creates a strong foundation for building wealth and achieving goals.
Understand More. Achieve More.
Build a financial narrative that fosters security and confidence,
empowering you to face life’s challenges without the fear of running out of resources.
-
Save & Invest with the Right Tools (saving accounts, GICs, or a TFSA, FHSA or RRSP)
-
Explore Money Risk Tolerance Levels
-
Understand How Insurance Fits into Your Life
-
Create a Budget That Works!
-
Master Healthy Money Management
-
Use Credit and Debt Responsibly
-
Set Clear Goals and Dreams
-
Begin to Understand Owning Your Own Home & Mortgages
-
Discover Your Financial Decision-Making Style
-
Develop Your "Money Language" (Pay Yourself First, Compounding, Dollar Cost Averaging, and Return on Investment, etc.)
Your Partner in Financial Well-Being
Working with a Professional Financial Planner, Registered Retirement Consultant (RRC®), 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.
Let's Get Started
-
We work at your pace in-person or online.
-
This is a 4 session program.
-
A Myers-Briggs Decision-Making behavioural assessment is included.
-
Add check-ins every 3 or 6 months to keep on track.
-
Book here for a FREE 20-minute introduction.