What does your future hold? Dream about your vision of financial freedom and start your journey to achieve it. Learn the importance of having a vision.
You have a vision for company-wide financial and mental well-being programming to help employees improve their financial literacy, reduce stress over finances, help them feel more confident in their money management skills, and be more productive at home and in the workplace.
Benefits of implementing Financial Wellness Workshops at your organization:
Lower levels of money-related stress
Increased savings and investments such as RRSPs
Optimistic about their financial future after completing a financial wellness program.
Improved productivity
Reduced distractions
Increased engagement
Enhanced organizational commitment
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A financial or money coach helps clients prepare a financial plan, and works with them to execute it. We focus on clients having a positive relationship with money by addressing current money habits and beliefs and work on improving negative money behaviours.
Money Coaching is a process. It takes you from being unintentional on your spending and savings habits and being stressed about money, to being confident about managing your money and on track for financial success while living a financially happier and less stressed lifestyle.
These steps include
Getting clear on current finances
Exploring past events that may have shaped current belief systems
Determining values and principles to determine an action plan for reaching financial goals
Sustaining new behaviours that create to money confidence and financial success
While there is some overlapping, a Financial Advisor has the ability to broker products for you – insurance, mutual funds, RRSPS, etc. in order to grow your investments for your long term goals. We work closely with your Financial Advisor to help make sure you are on the right track financially for future goals.
A Money Coach focuses on current money mindset and behaviours, and working to improve your relationship with money. This will then help you with creating better day to day money strategies that will aid in reducing debt and improve spending and savings habits. While there is some overlap with determining long term goals, a coach is more of an accountability partner.
It is always a good idea to do a program together so that you are hearing the same
information from a 3 rd party and setting goals and a plan of action together. Then you are a team, and tackling the good and the bad together. However, often times, the spouse isn’t ready to get on board. It’s fine to work without them, and we will discuss how to better communicate with them. Sometimes, they come on board later, or join in a few sessions as they start to see you doing things differently and notice positive changes. There is no additional fee.
Hiring a coach is often compared to hiring a personal trainer when you are looking to lose weight or improve your health with nutrition and exercise. The coach will identify your goals and create a plan to achieve them, and then they hold you accountable and challenge and push you to do more. The trainer works through the exercises with you, and you see results quicker than doing them on your own. However, if you don’t do the work, don’t follow the plan, then you don’t see results.
The same holds true for hiring a Money Coach. Some will even say we are personal trainers for your money! The results, if you do the work, is creating a plan to get out of debt, and seeing debt reduce. You will see savings increase, and you will feel more in control of what’s happening with your money. You will start to feel confident, walk taller, feel less stress, and be more present with your kids, your work, your family. You will make decisions around money much differently, and you will see results quickly. You will be proud of your progress and excited about setting and reaching financial goals in the future.
The best way to begin is to schedule a Road to Financial Freedom Session. This is incredibly valuable and it will help you determine if more intense coaching is needed or desired. During this meeting, we will discuss your financial situation in depth, but you also have the opportunity to ask questions and address concerns or hesitations.
You are not obligated to continue to work with us after this session, so you will only benefit with learning some new strategies in the initial session, even if you don’t continue. The most common result I hear from clients of the Road to Freedom session is “I had no idea I was spending that much on….”! A realization of where their money is going and the feeling now of having more control and impact on where they want it go. They also leave the session feeling inspired to continue with what they learned and excited to see what’s possible for the future.
If you do continue on with a coaching program, and you are ready to take control of your financial house, the work begins! Together we create a plan specific to you and your finances. Once established, we work together monitoring your progress, holding you accountable, challenge money mindset and help establish new habits, and tackle any hurdles that come up along the way. We are with you every step!
The next sessions will be used to make some positive and empowering changes towards a more secure financial future. We want you to see results and become confident on how to manage your money and feel positive about your financial future. You will leave the program confident on managing your finances on your own.
If you want to hire a Money Coach, working on your finances must be a top priority. Change is never easy, and it takes time, energy and commitment. Working with a money coach
will challenge your behaviours and beliefs, and you must be open to new and different ways than you are doing things now. This is an investment in yourself that will have life changing results, but a coach cannot fix you. You are the only one who can make change happen.
This is a common thought and the beginning of changing beliefs around money. If you are making a decent income, then we usually find areas in the budget to cut back on in order to pay for coaching, so it is not costing you any more than what you are currently spending. If you are truly ready to commit to doing the work it takes to get your finances in order, then the cost of the program will be worth the investment.
You will put more in savings and pay debt faster than you are currently doing or have done before, and we teach you how to continue to do it after the coaching program is
completed. The emotional and psychological benefits clients experience such as sleeping better, reduced stress levels, a more positive outlook, and a sense of pride and confidence
around money are benefits that far outweigh any fees.
It is common that people who are not “struggling”, but may want help in becoming more clear around their finances and how to strategize better in order plan for bigger goals.
They may be looking at purchasing a vacation home, or want a life to travel more, or want to leave their job either to start a business, or retire early. They are committed to reaching
financial freedom and want to learn strategies to get there faster. This is a good time to work with both a Financial Advisor and a Money Coach.
Meetings are held virtually, but we are willing to meet in person locally if so desired. We can work with anyone across the country, or even in other countries as this is not currency specific.
Please check out my programs page and resource page. There are online programs as well as downloads available. Check out blogs and you can join my facebook
group
Teaching kids good money habits is usually low on the list. Learn how to teach kids good money skills and behaviours using fun techniques.
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6 Steps To Financial Freedom
6 Steps To Financial Freedom
Learn strategies to start the path of becoming Financially Free. Reduce stress over finances and improve money management skills.
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Or email for more information and pricing
Learn more about our workshops
Get Out of Debt & Stay Out For Good
Many resources are available to help eliminate your debt. Make sure you are choosing the right methods to get rid of debt once and for all.
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Learn more about our workshops
Vision of Financial Success
What does your future hold? Dream about your vision of financial freedom and start your journey to achieve it. Learn the importance of having a vision.
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Learn more about our programs
Till Debt Do Us Part
Information coming soon
Schedule a complimentary consultation call here.
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Learn more about our programs
90 Day Journey to Rebuilding Credit
Information coming soon
Schedule a complimentary consultation call here.
Or email for more information and pricing
Learn more about our programs
Business Mastery Program
A small business owner often wears all the hats. And it can be very overwhelming. I know because that’s me! Working with a coach, as I do, helps with focus, motivation, and accountability. By having a financial coach specifically, it can make the difference between profit and loss.
The Business Mastery Program is a 4 or 7-month program which includes developing an Abundance Plan for not only your business but your home life as well. It is necessary to know what you need to make in order to keep your needs met at home. Then we look at what tools we can use to make dealing with finances in both areas easier and organized. While different from an accountant, there are some areas that overlap, but this program focuses on behaviours on why certain decisions are being made, and ways to improve them.
Prerequisite for joining the program:
Completion of Clarity Session
Small businesses
Business Mastery Program:
Month 1 – Weekly 1 hour sessions
Month 2-7 – Bi-weekly 1 hour sessions
Prep work and homework assignments
Email Correspondence
30 minute follow up after completion of program
Schedule a complimentary consultation call here.
Or email for more information and pricing
Learn more about our workshops
Your Ultimate Financial Power Plan
Develop your Abundance Plan that is easy to follow and improve your day to day money decisions. Learn how to save and spend with intention.
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Or email for more information and pricing
Learn more about our programs
Journey to Home Ownership Program
Time to get your Financial House in order!
If you are considering purchasing your 1 st home or looking to sell and find your next one, this program is for you!
The 90 day Journey to Home Ownership Program will help you make sure the potentially largest decision (and emotional decision) of your life is made in a smart way so that it won’t bankrupt your future.
Buying a house is exciting and sometimes terrifying! The Journey to Home Ownership program will help you build a solid financial foundation and prepare you for what to expect financially as a homeowner. It’s not just about affording the mortgage, it’s about how to be prepared for the other expenses, fixed or unexpected so that there are no surprises once the house is closed.
We will look at saving for a down payment and increasing credit score, as well as future goals outside of homeownership. It’s important to understand it’s not just about affording the mortgage payment, but all of the other expenses that come with homeownership. Having a clear picture of your financial life in your new home before you purchase will help you with making those smart decisions.
Prerequisite for joining the program:
Completion of the Road to Freedom: Clarity Session
Highly motivated to get your finances in order before you purchase
In the process of buying a house
Committed to doing the homework necessary to have a plan for the future
Included in the program:
Month 1, 2 and 3 – Bi-weekly 90 minute sessions
Prep work and homework assignments
Email Correspondence
Schedule a complimentary consultation call here.
Or email for more information and pricing
Learn more about our programs
Road to Financial Freedom Program
You are ready for change. Ready to see your bank account increase, debt disappear, and investments growing to reach your financial long term goals. You believe financial freedom is possible! Learn how to mindfully save and spend while improving your financial health.
Most people admit that they just wish they had a plan to follow. With the Road to Financial Freedom, your goals and priorities and taken into account to develop a custom plan and action steps to start moving towards financial freedom today.
This program has 3 stages:
Clarity Session
Abundance Planning and Mindset Reset
Wealth Planning and Long Term Goal Setting
Road to Financial Freedom: Clarity Session.
This session will jump-start your money journey and define your big life goals while putting a plan in place with action steps that you can implement today to start seeing improvements in your money management skills. This is a 2-hour virtual meeting plus pre-planning work before the session.
Road to Financial Freedom: Abundance Planning and Mindset Reset.
After completion of the Clarity Session, this is the next stage of the Road to Financial Freedom program. This 4 month program begins with implementing the Abundance Plan and tweaking it to make it custom to your lifestyle. We then look at values and principles, with learning what past events and money personalities have developed your current money behaviours and habits. Once an understanding of why we make the current decisions we do, then we look at improving those habits and behaviours.
Month 1 – Weekly one hour virtual meeting
Month 2,3,4 – Bi-weekly one hour virtual meeting
Prep-work and homework assignments
Email Correspondence
Road to Financial Freedom: Wealth Planning and Goal Setting
After completion of stage one and 2, this 3 month program works with you to look at putting together an investment strategy and determine what those investments are for. What goals are you working towards? What do you want your life to look like in the future? How can we get there? How long will it take? While we will still make sure all is on track for today, this stage is working on your Financial Freedom Date and ensuring actions today are aligned with the future.
Month 1, 2 and 3 – Bi-Weekly 1 hour sessions
Prep-work and homework assignments
Email Correspondence
Schedule a complimentary consultation call here.
Or email for more information
Learn more about our programs
30 Day Money Bootcamp
This is an intensive course that takes commitment and making dealing with your finances a priority. This is a high octane program where you want to improve your money management skills and improve your financial health as quickly as possible. We focus on tools to pay off debt fast, follow a spending plan, increasing income and cutting down on expenses without taking the joy out of living your life today.
Prerequisite includes:
Completion of the Road to Freedom: Clarity Session
A working Abundance Plan (Developed in the Clarity Session)
Good to Excellent Credit Score
Highly motivated to improve your financial health
Can devote up to 4 hours each week of the 4 week program.
Endorsement from Danielle, your Money Coach
I only take on 4 people a month for this program due to the highly individualized attention that is needed.
Starting on the 1st of each month.
Week One – 2 hour session
Week 2, 3, and 4 – One hour sessions
Pre-work and Homework assignments
Email Correspondence
A 30-minute bonus virtual meeting with me per month for the following 2 months after completion of the 30 days. Take the first step and schedule your Road to Freedom: Clarity Session today!