The Newlyweds Plan

  • You receive 4 sessions:

    • Build long-lasting practices.

    • Reveal your expectations and dreams.

    • Explore your spending and saving habits.

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

    • Choose how you will manage money & your preferred tool.

    • Gain basic money know-how like managing cash flow, and understanding credit, loans, and mortgages.

    • Your questions about managing risk, should one of you have an accident or untimely death, will be answered.

    • Strengthen your goal setting skills. 

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

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

    • Expand your financial knowledge .

    • Benefit from support and guidance along the way.

PRICE: SPECIAL $375 (Regular $445) COVID RELIEF: make three $125 payments .

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