Book a 1:1 Call with Me - Personal Finances

Working with me — Initial Financial Coaching Session

You've got financial goals. I'm here to help you build a real plan to reach them, one that's specific to your life, not a generic template.

This isn't a cookie-cutter session. Before we even get on a call together, I spend time reviewing your full financial picture and customizing everything to your situation. By the time we sit down together, you'll have a personalized tracker ready to go and a clear agenda built around what actually matters to you.

Here's how it works:

Before our session:

• You'll complete a detailed intake form covering your income, expenses, savings, debt, goals, and money mindset

• I'll review your responses and spend time customizing your Personal Finance Tracker and session agenda to your specific situation

During our 90-minute session:

• We'll walk through your personalized Financial Tracker together, covering the sections most relevant to your situation and goals

• We'll discuss whatever topics matter most to you: budgeting, debt repayment, tax-sheltered accounts (TFSA/RRSP/FHSA/RESP), wealth building, money mindset, retirement planning, rental properties, and more

• You'll leave with clarity, a concrete plan, and your tracker set up and ready to use

After our session:

• You'll receive a written session summary with your key takeaways and action items

• Your personalized Finance Tracker is yours to keep

• Most clients find that one session opens up more questions than it answers. Follow-up sessions are available to keep the momentum going and hold you accountable as your plan evolves

This is a safe, judgment-free, confidential space. I'm genuinely grateful you're trusting me with something this personal.

A note on my qualifications: I am a Chartered Professional Accountant (CPA) and am currently working toward my Qualified Associate Financial Planner (QAFP) designation. My sessions are educational in nature — I'll help you understand your financial picture, build a plan, and make informed decisions, but I am not a licensed financial planner and do not provide regulated investment advice. As a CPA, I am qualified to discuss personal tax planning, including strategies around tax-sheltered accounts like TFSAs, RRSPs, FHSAs, and RESPs. I'm also happy to share what I personally use and what I've seen work well for beginner investors as a starting point for your own research — but any specific investment decisions are yours to make, and I'd always encourage you to do your own due diligence or consult a licensed advisor before acting. I don't take on corporate tax clients but am happy to refer you to someone who does.

Cancellation & Rescheduling Policy

Please provide at least 48 hours notice to cancel or reschedule.

• Cancellation 48+ hours before your session: full refund minus Stripe processing fees

• Cancellation 24 to 48 hours before: 50% refund

• Cancellation within 24 hours: no refund, as prep work begins well before our call

• Rescheduling is permitted once only

• No-shows within 10 minutes of start time are non-refundable and cannot be rescheduled