Barbara Specializes in Assisting:
- Individuals (including divorced, separated, widowed)
- Couples and Families
- Business Owners/Self-Employed
Barbara Specializes in the Following Services:
- Budgeting and Cash Flow Planning
- Planning Through Life Transitions
- Financial Planning
- Pre-Retirement and Retirement Planning
“Freedom is instantaneous the moment we accept things as they are.”
For Barbara, life consists of many choices. And choosing happiness is one of the most important. In her friendly, non-judgmental and analytic way, she empowers her clients to see opportunity and promise, and build upon their many accomplishments. She helps them set priorities and manage their most important resources – time and money.
Barbara is more than a financial planner and Money Coach. She is also a research scientist who investigates a genetic disorder that afflicts young children.
Like many career-driven professionals, she has held several positions over the years. She has lived in four different countries across three continents, learning to overcome language and cultural barriers along the way. All of this has taught her to eliminate clutter from her life and to focus on a few core values, such as personal integrity and financial independence.
Barbara’s clients are well educated and accomplished in their chosen fields. They earn a good income but experience both time and cash-flow challenges due to the demands of their profession. Frequently it’s a new career milestone, a promotion or relocation to a different city, that prompts clients to reach out to Barbara for a comprehensive review of their financial lives.
Many of Barbara’s clients also enlist her support to help them attain financial freedom and begin enjoying the fruits of their labour – well in advance of the traditional retirement age of 65.
Barbara creates financial plans that are both workable and specifically designed for her clients. The empowerment that clients experience in working with Barbara helps them build confidence and significantly improves their financial well-being. But Barbara is most proud of the long-term relationships she’s cultivated with her clients and seeing how their lives evolve.
Barbara is also available for speaking engagements and media inquiries.
Thank you for the kind and hospitable way you greeted us, and how much time you spent explaining the plan to my mom and me. Thanks to you her finances are in so much better shape now. Even though we got the great financial assistance that we went to you for, the psychological benefits go beyond anything that I could have anticipated. You calmed our financial anxieties, so it is easier to focus on other important things. I am very grateful and I know my mom is too.
Can reach my lofty goals!
I felt out of control and unsure of my financial status and decisions. Barbara took the time to explain things that were unclear and helped me create a consolidated plan accounting for my entire financial picture vs. just the bits and pieces that I was struggling with on my own. The plan makes sense and will be simple to implement. Also exciting that I can actually reach the lofty goals I’ve set for myself. The future I want is within reach! It’s an amazing feeling!
– Wendy S.
Knowledge is priceless
I don’t want to work to age 65 because of the stress of my job and living in Fort McMurray is not a lot of fun. However, I felt as if I didn’t understand as much about my finances as I should have and I didn’t have much of a plan. Barbara gave me the knowledge necessary to make informed decisions with confidence. My financial knowledge has increased so much that I am always aware of my current situation and my future plan, which puts me on the road to success to reach my goals. Early retirement is totally possible while allowing me to enjoy my life throughout. Barbara is amazing in every possible way! I could not say enough good things about her! A++++++
– Ken K.
When we started working with Barbara, we were overwhelmed yet excited to look at our big financial picture. We now have a better understanding of financial strategies and are working towards our long-term goals. Barbara helped us feel empowered and excited about our money.
– Caitlin & Ron B.
Working Smarter, Not Harder
When I first met with Barbara, I felt like I couldn’t keep my head above the water financially, no matter how hard I tried. Now I have savings for emergencies and my credit card is at ZERO. Barbara was excellent! I learned that I need to work smarter, not harder!
– Janine M.
Best Investment I Could Have Ever Made
I distinctly felt out of control and depressed with respect to my finances. My high consumer debt load prevented me from going back to school full time. Now I am debt free and saving tuition for this school year. My money coach was amazing and the best investment I could have ever made.
– Candice M.
Increased Money Control and Net Worth
I felt stressed, out of control, avoiding, and had no idea how to go forward. Now I have a plan and know where my money is going. I have just signed up to continue working with Barbara. This keeps me accountable and ensures I continue to make my finances a priority.
– Kelly R.
Best Decision of My Life.
Before I started working with Barbara, I felt stuck, incurable and financially hopeless. Now I am in control of my money. Hiring Barbara was the best decision of my life.
Getting a Better Handle on Finances
While we weren’t in terrible shape, we were also not getting ahead too quickly. We needed help to get a better handle on our finances (savings, budgeting, investing). Now we have goals and a plan in place to meet our goals. The value we receive more than paid for the cost of the money coach.
– Maryanne W.
From Anxious and Out of Control to Having a Plan
Before starting to work with Barbara I felt really anxious and out of control with my spending, and that I didn’t really understand how money “works”. Now my finances have direction and purpose. As opposed to just spending it recklessly, I now have a plan for my money.
– Madeline H.