How to Wealth Like a Canadian!

Service Description

For those individuals, couples or families who find themselves stuck and unable to move forward financially by themselves. For those who need someone to really understand their individual situation, I provide them with resources, knowledge and accountability as we work together towards their journey of financial success. This is done with an individualized plan over 10 sessions. Session 1: Money Mindset Questions Session 2: Debt Impact, Paycheque Breakdown Session 3: Spending Analysis, Budget Building and Organization Session 4: Art of Negotiation, 7 baby steps & Self Care Session 5: Vehicles, Home Buying & Wedding Costs Session 6: Sinking Funds, Credit Scores versus Net Worth, Credit Reports and Insurance Session 7: RRSP, TFSA, RESP, High Interest Savings Accounts & Basic Investment Terms Session 8: Passive vs Active Investing & Fees Session 9: How to read a Fact Sheet Session 10: Pension Plans & Review of your Budget