1:1 Finance Session
CA$150
๐ This 1:1 chat covers one of the following โ pick where you want to focus ๐๐ป
๐ณ Credit Card & Points Strategy
Learn how to build or optimize your credit card rotation, and how to make the most of your points, perks, and card benefits.
๐ Budgeting System Setup
I'll share the exact spreadsheet I use to track my monthly budget, so you can adapt the framework to your own lifestyle.
๐ผ Banking & Account Organization
We'll look at how to structure your everyday banking, savings buckets, and account setup for better clarity and efficiency.
We can touch on all three, but you'll choose the one you'd like to go deepest on!
!! After booking, you'll complete a short Google Form. During our call, we'll work through your questions and talk through your overall financial picture. Afterward, you'll get a detailed PDF recap with clear next steps you can actually put into action !!
Disclaimer
The information provided through this service is for educational and informational purposes only and does not constitute financial, investment, legal, or tax advice. I am not a licensed financial advisor, and nothing shared during sessions, in materials, or in communications should be relied upon as a substitute for professional advice.
All financial decisions are your sole responsibility. You acknowledge and agree that I am not liable for any losses, damages, or outcomes resulting from actions taken based on the information provided. Past performance or examples discussed are not guarantees of future results.
Sessions do not cover specific investment recommendations, securities, or investment products. For investment advice, please consult a certified investment advisor.
Affiliate & referral disclosure: Some of the cards, accounts, or products I mention may earn me a referral commission or other compensation. I'll let you know when that's the case. My suggestions are always based on what fits your situation, not on whether I'm compensated.
Privacy: Any personal or financial information you share (including through the intake form) is used only to prepare for and deliver your session. I don't sell it or share it with third parties.
By participating, you agree to use your own judgment and consult a qualified professional before making any financial decisions.
Lesean
Jane has honestly been amazing throughout my whole finance planning journey. If it wasnโt for her, I donโt think I would have even started investing. She guided me step by step, helped me understand how Wealthsimple works, and even explained different banking features from the big 5. She really took the time to understand what I needed, and whenever things changed, she was super flexible with adjusting the plan. What I really love about Jane is how humble and creative she is. She knows her stuff, but if sheโs ever unsure about something, sheโll go do the research and come back with the right info instead of just guessing. That gave me a lot of trust in her. She also has this great way of keeping everything organized after every meeting, sheโd send me a simple matrix of what we talked about, what we decided, and what weโd follow up on next time. On top of that, she even shared her personal budget tracker with me and showed me how to use it, which was such a nice extra touch. Overall, Jane made the whole process so much easier and less intimidating. Sheโs knowledgeable, supportive, and just genuinely cares. Couldnโt recommend her enough!
Madhuri
The conversation was very informative and engaging. Jane clearly explained complex financial concepts in a simple and structured manner, which made it easy for me to understand the key points. I appreciated how she took the time to address my questions thoroughly and provided practical insights into managing finances.Overall, the call was insightful, and helped me gain more clarity and confidence in understanding finance. If you are a beginner like me, I would highly really recommend!