What is Coaching Like?
This is where we get to have an open and honest conversation about your finances, talk about your goals, and get you on track to achieving them. Whether that's paying down your debt quicker, buying more properties, travelling more, or savings for your growing family, we're going to talk about what's best for you.
Reaching out to talk about your finances is the hardest part, so congrats on this first step. I know how nervous you may feel about talking about these things, I was once making these big purchases in my life too, so I get it. All I can promise, is that you'll never regret taking a real look at your finances to make sure you're on track.
Young Families & Couples
How do we budget as a couple?
How do we set our financial goals together?
What about life insurance, should I start young or should I wait?
Should I pay down my debt first or start saving?
I need to simplify my budget is there a way that I can do that?
How does saving for an education work?
Is there anything we should be setting up for the kids?
We're thinking about getting a bigger home
Can we talk about saving for family vacations?
Seniors
- Will I outlive my money?
- Should I downsize my home or tap into its equity?
- What’s the best way to plan for long-term care costs?
- How does my health coverage change with age?
- Are there tax strategies for drawing down my RRSP/RRIF?
- Can I still contribute to a TFSA or RRSP?
- How do I make sure my estate goes smoothly to my children?
- Should I give money to my kids now or wait?
- What happens to my TFSA/RRSP when I pass away?
Nurses
- How can I make the most of my shift-based income?
- Should I work extra shifts to save more—or will that just tax me more?
- What’s the best way to budget with fluctuating pay?
- Can you help me manage my debt from nursing school?
- Am I adequately covered if I get hurt at work?
- Do I need disability insurance even with my workplace benefits?
- If I need to take a break or reduce hours, how would that impact my finances?
- How do I balance saving for retirement with saving for short-term goals?
