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

CONFIDENTIAL.**

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Upcoming Events
Playing with FIRE Viewing & Discussion
Sat, Feb 22
Cardel Theatre
Feb 22, 1:00 PM – 3:30 PM
Cardel Theatre, 180 Quarry Park Blvd, Calgary, AB T2C 3G3, Canada
Join us for a group screening of Playing With FIRE, followed by conversations with panelists & camaraderie.
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Bean Basics Boot Camp for WOMEN!
Time is TBD
Location is TBD
Time is TBD
Location is TBD
This beginner boot camp will explore what money means to you and how to use it as a tool to reach your personal finance goals. Specifically for women!
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Financial Goal Setting Workshop
Tue, Jan 14
Cardel Rec South
Jan 14, 7:00 PM – 8:00 PM
Cardel Rec South, 333 Shawville Blvd SE #100, Calgary, AB T2Y 4H3, Canada
Bring on 2020! Set financial goals and get organized to achieve them.
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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.

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

My Bean Basics Boot Camps are scheduled for three weeks.  This includes in class work 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.

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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!

 

"An investment in knowledge pays the best interest."

Benjamin Franklin

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

Calgary, AB, Canada

403-993-2958

 
 

* 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.

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403-993-2958

©2018 by Well Bean Coaching Incorporated