Financial & Investment Plans
Growth Strategies | Financial Services
Your Path to Financial Freedom
This is a focused, high-impact coaching experience designed to help you invest with clarity, confidence, and purpose. Whether you’re just starting out or ready to level up your investment strategy, this program equips you with the tools, strategy, and support you need to grow wealth on your terms.
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This offering is perfect for independent-minded professionals and entrepreneurs aged 29–50 who are ready to move from hesitation to action. Whether you’re investing for a home, retirement, or simply future freedom, you’ll walk away with a clear, personalized roadmap — and the confidence to follow it.
Compare Plans
Choose the plan that matches your ambition and commitment to your financial future. Each delivers clarity, strategy, and results, with increasing personalization and support.
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My coaching builds a foundation for confidence and prosperity. With tailored plans and lifelong tools, you’ll gain momentum to thrive for the next 8–10 years, saving on fees, taxes, and missteps. By the end, you’ll:
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Feel confident in your money decisions.
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Understand how your investments fuel your goals.
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Be equipped with tools and knowledge to shape your future on your terms.
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This is a partnership rooted in trust, transparency, and results. Let’s create your legacy.
Plan | Wealth Clarity Starter | Wealth Foundation Builder | Wealth Growth Accelerator |
|---|---|---|---|
Duration | 3 Months | 8 Months | 12 Months |
Your Involvement | You set priorities; I simplify and deliver an actionable plan. | You shape the plan; I manage details while keeping you empowered. | We collaborate closely; your insights guide a sophisticated strategy I execute. |
Support Level | Up to 5-6 private strategy sessions. | Up to 9 private sessions including 1 tax strategy, 1 annual review. | Unlimited sessions, monthly check-ins, on-demand messaging. |
Financial Review | Targeted 3-month review of income, spending, savings, and debt (personal accounts). | Full 4-month review of income/spending across chequing, savings, credit accounts. | Comprehensive 8-month audit of all income/expenses (personal, business, rental, investment). |
Investment Guidance | Portfolio design for 1 goal (excluding emergency savings), aligned to your stage and risk tolerance. | Guided portfolio for 1 to 3 goals (excluding emergency savings), with tailored recommendations. | Strategic portfolio for 3 to 6 goals (excluding emergency savings), optimized for tax, risk, and growth (includes crypto). |
Written Investment Plan | Simplified action plan with personalized guidance. | Custom plan with detailed goal-alignment explanations. | Comprehensive report with visual comparisons and goal rationale. |
Budgeting & Cash Flow Tools | Essentials Toolkit: budget tracker, debt tracker, net worth calculator. | Complete Financial Toolkit: includes Essentials plus cash flow projections, savings planner. | Enhanced Toolkit: real estate, multiple income sources, reinvestment templates. |
Bonus Perks | 30-minute Tax Season Prep Call. Foundational money mindset coaching. | 45-minute Tax Season Prep Call. Priority access to webinars and beta resources. | Year-End Financial Audit + Strategic Planning Session. Priority access to masterminds. |
Between-Session Support | Email support (48-hour response). | Email support (48-hour response). | Priority email/messaging (24-hour response). |
Why Work With Me?
As your trusted partner, I deliver unparalleled expertise and tools to help you thrive.
Tailored Plans
You’ll receive a customized financial plan and investment strategy molded to your unique goals (e.g., home purchase, retirement, or business growth) while managing risks. These plans are designed to guide you for 8–10 years, saving you from costly missteps and optimizing taxes.
Holistic Expertise
With experience as a licensed advisor in Canadian markets (stocks, bonds, mortgages) and deep knowledge of blockchain and crypto since 2017, I craft portfolios that blend traditional and digital assets—something most advisors can’t offer, especially to non–high-net-worth clients.
Actionable Reports
You’ll get a Cash Flow Analysis to track income and expenses, a Net Worth Report to assess assets versus liabilities, and a Financial Goals Map to translate dreams into timelines.
Cost-Saving Implementation
I provide clear instructions to execute your plan on self-directed platforms like Questrade, Wealthsimple, etc., potentially saving tens of thousands in fees over your lifetime.
Unbiased Investment Guidance
My recommendations are 100% tailored to your needs, free from commissions or institutional constraints. For Wealth Growth Accelerator clients, this includes a diversified portfolio balancing low-cost ETFs for stability with selective crypto exposure for growth, tailored to your risk tolerance.
Mindset Transformation
I help you overcome four common money mindsets: Money Avoidance (fear of engaging with finances), Money Worship (chasing money at the expense of balance), Money Status (tying self-worth to wealth), and Money Vigilance (over-frugality or anxiety). My coaching fosters confidence and aligns your financial decisions with a fulfilling life.
How We Work Together
Discovery
We start with a deep dive into your goals, challenges, and risk comfort. This judgment-free conversation ensures your plan reflects what matters most to you.
Strategy & Design
I analyze your income, expenses, assets, and debts to create tailored deliverables—Cash Flow Analysis, Net Worth Report, Financial Goals Map, and a Customized Investment Plan—that empower you with clarity and action steps.
Ongoing Support
As life evolves, we adjust your plan, review investments, and prepare for transitions (e.g., career changes, market shifts). You’ll have regular check-ins and a thinking partner to navigate risks and opportunities.
The Long-Term Impact
My coaching builds a foundation for confidence and prosperity. With tailored plans and lifelong tools, you’ll gain momentum to thrive for the next 8–10 years, saving on fees, taxes, and missteps. By the end, you’ll:
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Feel confident in your money decisions.
-
Understand how your investments fuel your goals.
-
Be equipped with tools and knowledge to shape your future on your terms.
This is a partnership rooted in trust, transparency, and results. Let’s create your legacy.
