FAQ
What do I need to fill out the Deep Dive Preparation?
01
You’ll just need a basic overview of your financial situation—such as your income, debts, and any relevant bank or credit card statements. Don’t worry if you don’t have everything perfectly organized; estimates are fine.
02
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.
We process and store all data in accordance with Canadian privacy laws (PIPEDA) and never sell your information to third parties.
03
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.
04
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.
05
Can I take your Foundations course if I live outside of Canada?
While anyone is welcome to access our educational content, please note that our materials are tailored strictly to the Canadian financial landscape. We discuss Canadian tax laws, government regulations, and registered accounts like TFSAs, RRSPs, and FHSAs, which will not apply if you live in the US, UK, or elsewhere.
06
Do you partner with any Canadian banks or financial institutions?
No. We maintain our independence so that our education remains unbiased. We do not accept sponsorships that dictate what we teach, ensuring you get clear, honest financial concepts without a corporate sales pitch.
Contact
Services are available exclusively to residents of Canada.
Policies
© 2026. All rights reserved.