Master Your Money
With expert coaching, you'll learn how to manage your money, make smarter investments, and build the life you desire faster.
1 on 1 Coaching
Take Control Of Your Money
Whether you're looking to create a personalized budget that fits your lifestyle or you're ready to dive into investing, my coaching is designed to meet you where you are. We’ll work together to cover the topics most relevant to you—personal finance, investing, or a blend of both—so you can build a stronger financial foundation and grow your wealth with clarity and confidence.
Personal Finances
Take control of your finances with personalized coaching designed to simplify budgeting, boost savings, and reduce financial stress. Whether you're looking to create a budget tailored to your lifestyle, build healthy saving habits, or manage debt effectively, this coaching service will equip you with the tools and strategies to create lasting financial wellness.
01
Goal Setting
Defining clear, realistic financial milestones and prioritizing what matters most to you.
02
Cash Flow Management
Creating a personalized budget that fits your lifestyle and is easy to maintain.
03
Savings
Developing strategies for short- and long-term savings, debt repayment, and choosing the right account types for your needs.
04
Budgeting Tools
Learn to simplify your finances with automated tools like Monarch Money and systematic banking strategies.
Investing Your Money
The world of investing can feel overwhelming, from full-service advisors and robo-advisors to managing a do-it-yourself portfolio. My personalized coaching simplifies the complexity, giving you unbiased information so you can make informed decisions and take control of your investments with clarity and confidence.
05
Investing Basics & Strategy
Understanding account types, risk profiles, and essential tools, such as brokers, screeners and more.
06
Stock Market & Asset Overview
How different markets work - stocks, bonds, ETFs and mutual funds. How to evaluate asset types, diversify effectively, and when to buy, hold, or sell.
07
Portfolio Building
Master portfolio construction by learning how to select stocks, perform basic analysis, and choose from different portfolio models.
08
Bitcoin & Cryptocurrencies
A clear introduction to Bitcoin, crypto basics, cycles, and how to buy and manage them.
The Coaching Program
$1,250
If you’re looking for more ongoing support on your financial and investing journey, this 3-month program is for you
- Support material for getting started
- 6 hours of coaching (6 video calls)
- My notes & summary from each session
- Weekly support & review email
Get started by booking a
FREE 15-minute discovery call.
Single Coaching Session
$245
Video call to cover any or all topics above, from personal finance to investing your money – beginner or advanced
- Video call of 60 mins
- Based on your personal level and needs
- My notes & session summary
- Next steps to take
- 1 review follow-up email
Book a session now. Places are limited.
Secure payment through Stripe or e-Transfer
The Coaching Program
How Does it Work
01
Free Discovery call
A 15-minute conversation to assess your financial picture, knowledge level, and personal goals.
02
Proposed Plan
After the call, you'll receive a customized coaching plan tailored to your situation and needs.
03
Schedule a Session
Once you approve the plan, you can book and pay for your session or program.
04
Follow-up
After each session, you’ll receive notes, action steps, and a follow-up to track progress.
Have questions about the coaching services? Please reach out to me at [email protected].
The Benefits
to help you understand your money and begin your investment journey
Financial coaching provides the tools, clarity, and support you need to take control of your money and start your investment journey with confidence. Here's how it helps:
01
Financial Clarity
Understand your complete financial picture, from debt management to cash flow control.
02
Investment Education
Gain the knowledge to invest strategically, reduce risks, and build a diversified portfolio.
03
Improved Financial Discipline
Develop lasting financial habits, including budgeting, saving, and investing strategies.
04
Stress Reduction
Eliminate financial overwhelm with a personalized plan and ongoing support at every step.