Step 1: Initial Consultation

Take the first key step by booking a short 15 minute consultation with your coach, it's free! You will discuss your current financial situation, your money goals, and have an opportunity to ask questions and review the available coaching packages.

Step 2: Financial Security

Once enrolled you will work with your coach to review your spending habits and create a monthly budget. Your budget will act as the foundation for paying down debts, improving your credit score, building emergency funds and learning the fundamentals of money management.

Step 3: Financial Freedom

Book unlimited coaching sessions to help execute your plan step by step. Your coach will be available to keep you on track and provide advice on topics like automating savings, credit card benefits, opening investment accounts, conscious spending and planning for retirement.

Step 4: Financial Abundance

When you have the basics down, your coach can work with you to tackle more sophisticated tasks. You will get support to create diversified investment portfolios, explore additional sources of income, review tax efficiencies and more. Build wealth and reach your financial dreams!