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Financial Coach

Money impacts most areas of our lives, from our relationships and the ability to afford life experiences to our security and the ability to live the life we desire.

From creating a spending/savings plan and eliminating debt to investing wisely, I will provide you with objective advice and a roadmap to achieving your goals.

We live more fulfilling lives when we're on track to achieve our financial goals. Getting there requires knowledge, changing behaviours, developing systems and prioritizing financial action steps. This is where I come in.

As a financial coach, I am not affiliated with a financial institution; I will not sell you products. 

Book a Call

I will help you ...

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• Identify your goals.

• Improve your financial literacy.

• Restructure or Eliminate debt.

• Master you cash flow.

• Remove money blocks, if there are any.

• Learn to Invest in alignment with your values.

• Invest in alignment with your risk tolerance.

• Prepare for retirement.

• Plan your legacy.

• Benefit from tax shelters.

Book a Call

Financial Coaching Services

Transitional Finance Jennifer Thompson

Transitional Finance

 Death / Divorce / Job Loss  

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Debt Management

Restructure or Elimination of Debt

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Money Management

Save for unexpected expenses

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Investment Planning

Get a second opinion or create a portfolio aligned with your financial objectives. 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 

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.

Who Do I Work With?

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Individuals
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COUPLES
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groups

Why Work With Me?

I have twenty-five years of experience in finance, helping clients with credit, retirement and investment planning. I am also aware that the financial industry views money in terms of numbers. Money is more than just numbers. It's also about mindset and removing limiting beliefs. 

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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our Blog

Jennifer Thompson
You’re Leaving Real Wealth on the Table — Let’s Talk Growth
When it comes to building lasting wealth, many people end up playing it safe. They hold onto low-risk instruments, believing it’s “safer.” But what if that safety is costing you?ou opportunities?
Read More
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What is it really costing you? Financial coaches vs financial advisors

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

Read More
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INVESTING 101 - MANAGE YOUR INVESTMENTS IN A BEAR MARKET WITHOUT RUNNING FOR THE HILLS.

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

Read More
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From Crisis to Clarity — Navigating Life's Transitions with Financial Confidence

Life transitions: a divorce, the loss of a loved one, an unexpected career shift, can shake not just your emotional foundation, but your financial one too.

Read More
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Money Mindset + Systems = True Financial Clarity

Financial clarity doesn’t come from a budget alone. It comes from combining smart systems with a healthy, empowered mindset.

Read More
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Retire on Your Terms — Building a Value-Aligned Retirement Plan

Retirement isn’t just a financial event — it’s a life redesign. For many women over 45, it’s also a moment of reckoning:

Read More
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Your Financial Power Plan: Wise Money Moves for Women 45+

As women over 45, we find ourselves at a crossroads in life.>

Read More
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Managing Money Wisely: A Guide to Financial Confidence

Managing money wisely is not just about numbers; it’s about creating a life that aligns with your values, goals, and dreams.

Read More
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How Smart Couples Avoid Money Arguments and Get Ahead Financially

Mastering communicating about money is key to building wealth.

Read More
Financial Calculator | Jennifer Thompson Money Coach
Jennifer Thompson Money Coach

Financial Calculators

Explore what your money can do. Use these tools to run the numbers, then book a call to turn the plan into action.

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Historical average (S&P/TSX): ~7–10% long-term
Total Contributed
Investment Growth
Future Value
Growth Over Time

Want a plan built around these numbers?

Book a free discovery call — no product push, just clarity.

Book a Call →
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In today's dollars
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CPP max 2024 ~$1,300/mo; OAS ~$700/mo
How long do you expect to need income?
You'll Have at Retirement
Amount Needed
Surplus / Shortfall
Projected Savings vs. Target

Retirement planning is more than a number.

Let's build a plan aligned with the life you actually want.

Book a Call →
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Typical credit card rate: 19–22%
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See how much faster extra payments help
Standard Payoff Time
With Extra Payments
Interest Saved
Balance Breakdown
Payoff Timeline

Good debt vs. bad debt — it's not always obvious.

Let's look at your full picture and build a smarter paydown strategy.

Book a Call →