Please explore our service value here.
Certified Financial Planning Consultation
$175
per 1.5 hr session
Ideal for professionals, retirees, DIY investors and high net worth individuals looking for unbiased, advise-only holistic consultation.
Certified Financial Counselling
$50
per hour
Explore your money mindset, financial trauma and blocks to wealth. With empathy guidance you will re-write your money story and enjoy financial success.
CFP Fractional Financial Services
$75
per hour
Strategic financial analysis and forecasting for small businesses and solopreneurs
Courses & Specialized Coaching
Assisted DIY
$75 per hour consult
Want to manage your investments your way, but need a little kick start? This How-to-guide style program starts with the basics, helps set up your online platform for investing, understand your risk tolerance and investing values and then lets you take flight. You always have the option of question sessions on demand.
InvestHER
$75 per session
Available as a course or specialized one on one coaching, this expertly curated program is designed to empower female identifying wealth builders who want to be more confident about investing. What are the options? What are the questions? What are the steps? Whether you opt for DIY or professional management advice, this course combines self led resources and coach-led sessions to lead you into your Wealthy Women Era.
Goal Based Planning
$100 per goal success plan
This is a coaching based program which includes an initial goal session, a customized goal action plan and accountability check ins to ensure you reach your goal on your timeline!
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We’re here to answer your questions and start your financial journey!