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STARTING OUT TOGETHER

Learn Skills to Live a Stress-Free Life

Congratulations on finding your person! Now, take a little bit of  time to learn—as a team—how to make sound financial decisions for your future together. You will have confidence working with a professional Financial Planner, Myers-Briggs Coach and Registered Retirement Consultant (RRC®)You can choose in-person or on-line learning options.

In "The Starting Out Package" you will:

• Gain basic money know-how, including budgeting, managing cash flow, and understanding credit (credit cards, loans, and mortgages).

• Discover how to grow your money and limit debt.

• Strengthen your goal setting skills to support a happy life.

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

• Build long-lasting money practices.

• Identify and share your individual expectations and dreams.

• Explore and refine your spending and saving habits.

• Discuss risk management and go-forward strategies in the event of accident or untimely death.

• Learn easy and reliable methods to make financial decisions.

• See how your individual strengths can work to build a strong relationship.

• Review various technological methods available to make financial decisions more efficiently.

• Benefit from professional financial support and guidance along the way!

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Unpacking
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PACKAGE PRICE: $600.00 + GST

COMPRISED OF 4 SESSIONS

Equal payment option available.

To continue the conversation add sessions as often as needed.