Our Services
Meet Jackson
Jackson wants to buy a house but has no money saved for a downpayment. He also has $80k in student loans and credit card debt. He doesn’t know if he should prioritize debt repayment, saving for a downpayment, or both. He thought the salary at his new engineering job would go a lot further, but he isn’t sure where all the money goes each month.
We help people in debt, like Jackson, put together a plan to pay it off. Together we figure out what is important to Jackson and prioritize his goals. We help make sure every dollar Jackson earns will work for him and that he feels set up for his future. We help Jackson build the financial literacy he will need to make future decisions regarding his finances.
Meet Rae
Rae and their partner want to start a family but they have no savings or plan for retirement. Rae and their partner feel like they are constantly playing catch-up and live pay check to pay check. Any debt is paid off quickly, but they are struggling to build any savings. Rae constantly feels stressed about money and they are hesitant to bring a child into the mix.
We help people like Rae find clarity in their values and financial goals. Together we develop a plan to reach these goals and build a comfortable savings and retirement schedule so that Rae and their partner can be confident in their future. We ensure that Rae can make decisions based on the priorities and needs of their family, rather than solely based on their finances.
Meet Ally
Ally loves to spend money travelling and going out with friends, and she has also managed to save a significant amount even though she is still young. Currently, her savings is sitting in the same bank account she opened when she got her first job in high school. Ally has heard all the acronyms- TFSA, RRSP, FHSA… and she knows she should be investing or something, but she finds it all pretty overwhelming.
We help people like Ally, people that are overwhelmed by the options and advice available and unsure of what is best for their situation. We help Ally simplify her financial goals and together we make a plan to achieve them. We will help Ally understand the different accounts available and how to best get her money working for her. We want Ally to build the financial literacy and skills to continue to make informed financial decisions.
Are you struggling with debt and unsure whether to prioritize paying it off over other goals? Are you feeling stuck each month and unsure how to build a savings or retirement plan? Are you contemplating a significant life change and aren’t sure how it will impact your finances? Are you feeling overwhelmed by financial advice and unsure what kind of accounts are available and how to use them?