FAQ

Step 1: Client Intake Form

• You fill out a short form with your basic info and financial goals and any concerns. This helps us understand your situation.

Step 2: Gather your Documents

• We'll email you instructions for gathering:

  • 2-3 months of bank statements

  • 2-3 months of credit card statements

  • Debt info (balances, interest rates)

  • Approximate cash spending

(We use your documents to do our prep analysis before the session)

Important Privacy Note - We never ask for SINs, account numbers or login credentials. You may black out any sensitive information before sharing documents. All documents are deleted after your summary snapshot is delivered.

How does the Deep Dive work?

Step 3: Submit Documents & Payment

• Upload your documents to the secure folder we provide (via private link).

• Fill in Debt and Cash Spending document (provided via private link).

• Make your session payment to confirm your booking.

Step 4: Schedule your Session (1.5hrs)

• You have the option to do virtual or in person (we are located North Edmonton)

Step 5: Session and Summary

• During your session, we'll go over your financial analysis together.

• We'll define your "rich life," walk through your spending and debts, identify areas to adjust, and discuss savings and investment strategies.

• After the session, you'll receive a personalized summary snapshot highlighting key insights and next steps.

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Do you require our banking information?

We do not require any sensitive information such as SINs, account numbers or login credentials. On your statements, we only need the spending amounts and descriptions so that we can properly organize your spending during our prep analysis.

You may black out any sensitive information before sending. All documents will be deleted after your summary snapshot is delivered.

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Is this financial advice or financial education?

This is financial education, not financial advice. We provide coaching and educational tools rather than professional investment or legal advice. We focus on teaching you how money works (where your money is going in the Deep Dive) so you can make informed decisions that fit your own situation.

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Is it interactive or just informational?

The Deep Dive is highly interactive and guided. We work through your financial situation together in real time—reviewing your spending, answering guided questions, and using a structured workbook to build clarity step by step. It’s a collaborative process throughout the entire session.

The Education Session is primarily informational with light interaction. We walk you through the core concepts in a structured way, and you’re welcome to ask questions and engage throughout. It’s more guided learning than a back-and-forth financial breakdown.

The Foundations Course is a self-guided learning experience with practical application. While there is no live session, you’re encouraged to actively engage with the material through journal prompts and by using the monthly budget template. It’s designed so you don’t just learn the concepts—you apply them to your own financial situation as you go.