Private Coaching Program
You are ready to change your financial story, and I'm here to guide you in writing the next chapter.
Let's build your knowledge and confidence on your path to Financial Independence!
I would love to join you on your financial learning journey!
​INDIVIDUAL MEETINGS FOR THE MOST
CUSTOMIZED COACHING
Personal relationships with money are often a sensitive topic. Let me simplify the math and help you with the psychology of it as well. Beyond just the numbers, we can look into the motivations behind your actions (or inactions!) to get you to continue your path to financial wellness.
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We can work out debt repayment plans, investment strategies, and even creating a livable budget. When you need some custom assistance with your finances, let me guide you on your journey.
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This is completely customized to your needs, whether it is for debt repayment or wealth building. Let's talk about what you need!
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I start with a no-commitment chat. No risk!
Private Coaching Sessions
After you commit to making changes and confirm that we are good fit with the free consult, we can begin! (Reaching out is the hardest part!) This is what you'll find:
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A bit of paperwork to get you onboarded for my coaching program including registration, scheduling and payment.
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Homework! This is a wide variety of resources curated for YOU, from reading blogs or watching videos, online quizzes and working on our shared working paper file. Mindset and math, we get into it all.
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Each session we will do a feelings check in, celebrate updates and successes, answer questions, then review your homework!​
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Virtual meetings customized for each client. Confidential discussions and digging deeper into building your confidence around money!
Program Details
Eight sessions of video calls, private with Jolie
Curated resources and homework assignments
Customized worksheets and templates with trackers and dashboard
Support between sessions and post program
Clarity, conversations, and an improved relationship with money!
Discussion Topics
Over the eight sessions, we talk about these as you need.
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Mindset, money stories & values​
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Net worth
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Spending analysis
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Designing & aligning (yes this is a Budget!)
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Debt repayment, savings rate, sinking funds, chunky money plans
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Money mechanics, automating, scheduling your cash flow
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"How much is enough?"
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Investment & retirement accounts
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Goals & plans!
We will also discuss topics as needed such as insolvency, inheritance, renewing your mortgage, stock options, insurance, small business and rental properties.
My Clients are:
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​Individuals and couples, even individuals within a couple! (Yes, I have lots of married 'single lady' clients!)
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Struggling with their finances, whether with debt or cash flow. Sometimes it's their relationship with money or creating systems.
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Or... Drifting and need support to ensure they're doing the RIGHT things with their money! Questions about investments, retirement, lifestyle, optimizing and having a second opinion.
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Desiring to reduce their stress related to money. All are ready to take control of their finances. All are brave to reach out!​​​​
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Needing unbiased, professional advice without being 'sold' to.
Commitment
The most important is that you come READY to learn and do the work!
New mindset, skills & habits! But you have to put in the effort.
Be prepared to make that commitment to changing your financial story.
Time Commitment
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Eight virtual sessions with Jolie
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Sessions are 60-90 minutes for individuals, 90-120 minutes for couples.
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We meet every 2-3 weeks, for a total time of 4-6 months for the program.
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Generally about an hour of homework between sessions.
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Financial Commitment
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Pricing is $2800+GST for individuals, $3800+GST for couples
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Half is due upfront, the remainder after session four.
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E-Transfer for no bank fees!