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Coaching Confidence for Financial Independence

This bean counter is eager to teach you about personal finance and show you the tools to gain control over your money and your future. 

I'll help you define your values,

set goals, and be your cheerleader!

Beyond physical and mental health and well being, we will tackle Financial Fitness.  You may be surprised at how much they are linked!  Perhaps you are in a crisis situation or perhaps you simply lack confidence and understanding to take your finances to the next level.  Contact me to commit to learning and growing!

My coaching is INDEPENDENT* and



Book a free consultation now

No commitment, just conversation.


Upcoming Events

  • Wealth Builder Kickstarter - Fall 2021
    Tue., Nov. 10
    Nov. 10, 2020, 7:00 p.m.
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You want to have control and confidence with your finances.

You want to know that your financial future is secure, and so is that of your children.  You want to balance your needs now with a secure retirement.  You want to manage your debt.  You want to confirm that you're using all of the tools available to manage your finances to suit your values.  You don't want to feel embarrassed about your money situation.  You want to sleep well at night!

You aren't confident in your

current state or future plans.

School systems simply don't have the time to fit financial independence into their curriculum.  Perhaps your parents didn't understand or they just didn't teach you.  Options for online spending, contracts with small print, and loans are abundant.  Perhaps you got into a bad cycle of "keeping up with the Joneses" and you need to stop.  Or maybe you simply don't know where you stand and you have no plans for your financial future.


These things take time, but it's up to you.

I provide private coaching and we structure it completely customized to each client's needs.  My private 1:1 coaching is 8 sessions, which can be structured weekly or biweekly.  This includes sessions as well as home assignments.  Your confidence and feeling of control is dependent upon your desire to learn, practice and implement.

Other sessions can be customized as required for shorter seminars and ongoing personalized coaching.

You can't put a price on peace of mind.

You won't always make the best financial decisions, but we have some education and tools to help make informed financial decisions.  The library and internet are flooded with excellent resources on personal finance.  The difference with my coaching is the commitment and personalized format, along with accountability to ensure you're on track.


Make the commitment to learn more.

You've decided that you want to know more.  You want to feel in control of your finances.  You want to set yourself up for success but you need a little help.

Call me, email me, or register for one of the courses!  I'd be happy to discuss options with you.

The hardest part, BY FAR, is reaching out for the first time.  After that, I'll guide you along the journey!


Book a free consultation


"An investment in knowledge pays the best interest."

Benjamin Franklin


Contact me to be notified of new courses or to book a session!

Calgary, AB, Canada

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* I am not affiliated with any banks or financial institutions.  I will not advise you on specific investments and I will not sell you anything, including mutual funds or insurance.  I have no side agenda other than ensuring that you become confident in your journey to independence.
** All participants are required to sign confidentiality agreements, as personal finances discussed are... personal.  It is extremely important to create an open, nonjudgmental, safe space to share and learn.


Book a free consultation now

No commitment, just conversation.