The Money Edit Programs

 

The Clean Sweep

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Do you have very little time to spend managing your money, but you know deep down that something needs to change? Do you have so many things on your plate that you could use some help getting organized? Maybe you can’t face your credit card bills every month. Or the thought of ever paying off your mortgage or investing for retirement makes you feel anxious.

“Clients to choose this approach have a lot on their plate. They are looking for a painless way to organize their money and put in place the building blocks of wealth creation. They are smart, successful and willing to commit to the kind of change that will allow them to live a secure, happy life with money in the bank”

I see you. You want your time and attention to be spent with your family, friends and work. Managing your money is overwhelming, and not your top priority – but you know it’s vitally important to your holistic success.

How The Clean Sweep helps 

This is the full meal deal. The first part of the money revolution program is in my court. I will compile a full picture of your current financial situation, based on the last 6-12 months of spending, saving and investing. After we know the facts, we’ll work together to create a strategy by defining your goals and changing your habits - thus creating the life that you truly desire. The program is specifically tailored to you; designed to support you in creating the change needed to reach your money goals.

Ways to work with me:

  • In person

  • On the phone

  • Online

Let’s talk about how we can work together!


The DEEP Dive

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“Clients who choose this approach are curious, ambitious, committed and willing to do the work to see the results”

Are you a few years into corporate work, making a decent amount of money and have nothing left at the end of the month? Maybe you’re a busy mom with a packed schedule and you’re stressed about managing your family’s finances. I hear you – I was right there 5 years ago, struggling to make ends meet and I wish I had this program to help. This is your opportunity to fast track your finances, pay off your debt and start building your wealth.

I want you to give up the pain of living pay cheque to pay cheque. To move beyond the status quo and achieve whatever you want. Maybe you’re dying to travel for a few months? Maybe you have credit card debt with no end in sight? Or perhaps you want to stop renting your creaky old apartment and buy a condo in the next year? Whatever it is, let’s get you there.

How The Empowered Money Program helps

The Empowered Money Program is about discovering your full money story and making the changes necessary for you to feel confident, empowered and be able to proudly say that you are great with money. Throughout the empowered program, I will hold your hand every step of the way. In my action oriented, detailed, nitty-gritty style, we’ll work together 1-1 to define your current financial position and make the changes necessary to achieve your money goals.

We’ll work together intensively for the first month, gathering the facts and setting a strategy based on your goals. Once we know where you’re headed, we will commit to implementing your plan. The program is specifically tailored to you; designed to support you in creating the change needed to reach your money goals.

Ways to work with me:

  • In person

  • On the phone

  • Online

 Let’s talk about the possibilities for your money and your life!


Show me the Money!

“Clients who choose this approach have a deep desire to see a full snapshot of their financial situation. They want their money facts all in one place – and interested in learning some strategies and recommendations to implement change on their own” 

This is a much more hands-off approach compared to the other programs. I will compile a report detailing the full picture of your financial situation, including analysis of the past 3 months of spending, saving and investing.

How Show me the Money helps

Your report will examine spending, debt, interest rates, any bi-weekly, monthly or annual commitments. In addition, I will detail a comprehensive list of 5-10 strategies that you could implement to change your habits, eliminate debt, grow your savings and create your financially empowered life.

Your report is specifically tailored to you; designed to give you the information you need to create change and reach your money goals.

Ways to work with me:

  • In person

  • On the phone

  • Online

 Let’s talk about what you need to be more confident with your money!