Your investment in coaching.

Coaching clients over the past few years has provided me an invaluable insight on what is needed for clients to succeed in learning and changing money habits. So financial programs have been carefully created for each money area that you will face throughout life: such as, budgeting, debt & credit management, investing, and retirement planning.  The programs help you see the time commitment and steps involved with each program and most importantly, will keep you committed to the full program rather than only completing a few sessions and quitting when it gets tough. In the free consultation, I learn more about your goals and tailor the program to your needs.  In my experience, the coaching has helped clients save hundreds to thousands of dollars after advice was provided in various areas of their finances and this can add up over time too. So the investment in a program is usually made up in the first few months to year. Think of how you will feel after gaining more control and confidence in your money matters and all the money you can save by making a few changes that no one thinks to look at. 


PACKAGES

Love your assets, grow your assets package
Abundance with age package rate
Increase income, start a business package price
One time financial coaching sessions

For Group rates visit Corporate Workshops. All prices are in CAD.


 

Program Descriptions

Money T.L.C.

This is the foundation program for financial literacy. Beliefs about money will be examined to help influence change around spending and saving behavior. Simple and fun solutions for getting finances organized will ensure participants see the value in sitting down on a regular basis to track money flow. Financial goals and a budget will be set-up to help realize personal goals for ‘Financial Freedom.’

Abundance with Age

This is the retirement planning program. It helps participants understand what they want their retirement to look like.  Retirement can seem like a distant illusion to most, so I help eliminate the unknown by getting down to the activities participants see themselves doing in the future and ensuring they are in alignment with their values.  We then calculate and assess the lifestyle cost and how to fund this last part of life.

Debt Daze

This program helps participants maneuver around debt to ensure they are not overrun by the interest costs. Both good debt and bad debt exist; the rationale will be shared so everyone knows when it is appropriate to take on debt and be comfortable with it. Both types of debt can affect the ability to succeed in today’s world of credit.  If your debt position needs to improve, tips on how to rebuild credit and manage it will help get you ahead faster.

Love your Assets, Grow your Assets

This program will get your money working for you. Benefits of various savings and investing vehicles will be looked at to see which ones are best for reaching personal goals. Also, the range of risk on various investments will be shared. Thoughtful questions will be provided to ask your current financial advisor to ensure you can trust their skill and integrity. Each participant will work through their very own investment plan.

Increase Income, Start a Business

Together we will brainstorm, research and prioritize business ideas that you are interested in and that can make money. I will then help you create a business plan with all components to succeed; from product or service development, marketing, and a financial forecast. I will also refer you to my people who can provide professional and reasonably priced marketing materials such as a business card and website.

 

Feel free to reach out to Shannon directly for a free no obligation consultation and to answer any questions you might have.