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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.

MY MISSION

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.

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FINANCIAL COACHING PROCESS

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

Individuals

COUPLES

groups

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

Death of a spouse

Separation or divorce.

Job Loss

Debt Management

Restructure debt

Pay off Debt

Use debt wisely

Money Management

Learn how to live within your means

Save for unexpected expences

Save towards your goals

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

Retirement Planning

Sources of retirement Income Making sense of pensions

Projections

Money Mindset

Nurturing a wealth consciousness Eliminating money blocks

Eliminating shame, guilt and fear

WHAT PEOPLE SAY

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

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.