No Unanswered Questions. No Missed Opportunities.
Life is busy, increasingly complex, and ever-changing. Your personal finances are no different. It’s difficult to find the time, and develop the expertise, to make the smartest possible financial decisions and build a dynamic financial plan.
But this stuff is just too important to ignore or postpone. You deserve clarity, and a plan that builds and protects your financial well-being.
You deserve a Financial Planning and Retirement Coach.
Clarity to Make Smart Financial Decisions
Imagine achieving clarity on every financial aspect of your life. A plan for a life well lived, and a feeling of empowerment and control. A life that’s future proof – ready for whatever financial challenges or hurdles come your way.
We will show you how to make sound financial decisions and successfully navigate life’s many transitions, including retirement, leaving your job, starting a business, divorce, widowhood or receiving an inheritance. Increased confidence and peace of mind will be yours with an understanding of what you need to achieve true financial independence.
How We Are Different
As the nation’s leading provider of advice-only financial planning and retirement coaching, we offer something that is rare – advice that is independent and unbiased.
Over the past decade, we’ve helped more than 3,500 clients answer life’s most important questions and achieve a level of financial contentment they never thought possible.
Develop Your Plan For Financial Independence
Financial planning is not a quick fix, it is an ongoing process. Working with your Financial and Retirement Planning Coach, you will develop a detailed, written plan that captures every aspect of your financial well-being in an easy to understand, workable system.
Because every situation is unique a four month engagement will range from $4,000 to $10,000. Once your plan is complete, ongoing support and implementation will range from $200 to $600 per month.
Each engagement is tailored to the needs of the client, but generally follow these five steps:
You’ll meet with your coach in a comfortable setting either in person or via on-line meeting tools
Using your confidential questionnaire and our 7 Stages of Financial Well-Being® assessment tool, you and your coach will discuss your current concerns and future goals
Your coach will work with you to create a detailed written action plan so you can fulfill your dreams and aspirations
You’ll meet regularly with your coach to implement and stay accountable to your action plan
You’ll receive ongoing advice and guidance from your coach, for as long as you wish, to build upon and protect what you’ve created, and move closer to your financial goals
The Money Coaches Canada Promise
Start Making Informed Financial Decisions Today
When you make smart financial decisions, and you have a financial and retirement plan that aligns your money with your values and dreams, you’ve got something amazing.
You know you’ll be secure, comfortable, ready to fully enjoy your life and all the adventures to come. You’ll be free, excited, no longer left wondering “what if?”. Do more than imagine the possibilities. Make them happen.