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.
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.
FINANCIAL COACHING PROCESS
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
WHAT PEOPLE SAY
Jennifer listens to your values and what matters to you. She then designs financial plans aligned with those values and goals.
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.
Jennifer empowers her clients. She helps them make informed financial decisions to help them achieve their goals.
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.
Become an Empowered Investor
Want to invest, but don't know where to start? You may prefer a self-study course. Made up of short videos, learn to: