Your New Financial Life is Waiting for You

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Financial Coaching

We live more fulfilling lives when we're on track to achieving our financial goals. Getting there takes more than just financial knowledge: it requires changing behaviours developing systems and prioritizing financial action steps. That’s where I come in.

As a financial coach, my objectives and responsibilities are to help you reach your goals. I do not offer or sell any financial products as part of my coaching role; I am loyal to you and your best interests.  

• Identifying your goals.

• Structuring assets & debt to help you achieve those goals.

 A written, financial plan to keep you on track.

• Removing money blocks, if there are any.

• Retirement planning.

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Money impacts most areas of our lives – from our relationships and the ability to afford life experiences, to our security and, living our desired lives.

Yet most of us don’t have easy access to personal support and guidance when it comes to making important financial decisions.

Helping you achieve your financial goals is my primary goal, whether it be Investment, retirement planning or leaving a legacy. I will help you address your financial behaviors, empower you with knowledge, offer guidance and you support through each stage in the process.

Book a Call
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Step 1

Identify your personal goals and a timeline for when you'd like to achieve them. Review your current financial situation. 

Step 2

Prioritise your goals. A plan is created with strategies on how to achieve those goals.

Step 3

Implementation of those strategies and a follow-up review to see that you're staying on tract.

Financial Coaching

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Why Work With Me?

With twenty-five years of experience in finance - twenty of which was at major banks and brokerages, I am an expert on both credit and investments. I am also aware that the financial industry views money in terms of numbers. Money is more than just numbers. I am able to marry esoteric ideas of money (such as mindset) with sound financial planning porinciples to help uncover your goals and achieve them

Transitional Finance Jennifer Thompson

Transitional Finance

Death of a spouse
Separation or divorce.
Job Loss

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Debt Management
Restructure debt
Pay off Debt
Use debt wisely
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Money Management
Learn how to live within your means
Save for unexpected expences
Save towards your goals
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Investment Planning
Get a second opinion or create a portfolio in alignment with your risk tolerance and financial objectives.  
 Low Cost Investments 
Unbiased No product push
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Retirement Planning
          Sources of retirement Income                      Making sense of pensions


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Money Mindset
Nurturing a wealth consciousness Eliminating money blocks 
 Eliminating shame, guilt and fear


Jennifer listens to your values and what matters to you. She then designs financial plans aligned with those values and goals.

I am truly happy to have worked with Jennifer.

janet adams Director (BC Govt.)

Jennifer is a good listener and takes time to uncover your goals and explain concepts. She is very patient with ensuring you understand the steps you need to take and is with you all the way.

Nancy lynch Entrepeneur

I worked with Jennifer on how to invest. She was able to break it down for me and we have established an investment plan that aligns with my goals, risk tolerance and financial objectives. I feel comfortable working with her in a way I have never felt at a bank

rebekah erickson
"Jennifer has it all! She has the rare ability to use her emotional brain as well as logical in assessing your individual financial profile. She took a holistic approach in helping us to understand the root cause behind some of our ideas and habits surrounding finances, and reprogram our mindset to create a financial plan and (sustainable) path forward. 

We are thrilled to be on a path to financial independence and are confident we can live our best lives along the way thanks to Jennifer! Her work is so meaningful in that it's changed not only our lives, but will impact our children and their children for generations to come!"

Marjanna Hanson
IT Specialist, Federal Govt.

Complimentary 30-Minute Call

Nothing Will Be Offered or Sold On The Phone. 

During our call we will discuss your current situation, I will explain my process and we'll see if we are a good fit.

Book a Call
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Become an Empowered Investor

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Learn More

Want to invest, but don't know where to start? You may prefer a self-study course. Made up of short videos, learn to:

  • Get an understanding of the types of investments available.
  • Divide your investments (Asset Allocation)
  • Set financial goals.
  • Identify your risk tolerance
  • Strategies to reduce your exposure to risk
  • Open an online brokerage account and execute a trade
  • Create passive income.
  • Review and rebalance to keep to your objectives.
  • Keep fees low with your investment selection.
  • Start investing with as little as $100.
  • Achieve your financial goals.
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What to do with a million dollars free investing masterclass

Investing is still one of the best ways to build wealth. Learn:

  • What investing is and is not
  • How you can start with as little as $100
  • How to divide your money in alignment with your risk tolerance and financial objectives
  • How to keep cost down
Register Here

our Blog

Jennifer Thompson Money Coach
7 Stages to financial freedom

Financial Frteedom is when money no longer dictates what you do. It's not some pie in the sky. With careful planning it is achievable.

Jennifer Thompson

Read More
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Financial coaches vs financial advisors

The financial services industry can be complex, with lots of roles and countless approaches to managing your finances.

Jennifer Thompson

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Markets go up and down. How do you deal with major downturns of more than 20%.

Jennifer Thompson

Read More