Our Services

DEEP DIVE

The Deep Dive isn’t just a meeting; it’s a total financial reset. This is where our unique "Teacher + Accountant" approach shines brightest. We go beyond the surface to align your bank account with your life’s values.

• The Goal: To walk away with a custom-built, jargon-free roadmap that tells you exactly where you are and where you’re going.

A Comprehensive Plan for Those Ready for Total Clarity

01

Regular: $175

Sale: $150 CAD

Includes:

• 1 prep analysis

• 90 minute guided session that covers:

  • Financial Review, Debt Analysis, and Budgeting

  • High-level Savings and Investment Education

• Summary Snapshot after the session

Couples Deep Dive

Includes:

• Everything from individual session, but for a couple

• Help aligning financial goals and shared priorities

$295.00 $270.00 CAD

Individual Deep Dive

While the Deep Dive offers the most transformation, we offer these focused options for different stages of your journey:

Education Session

Best for: Individuals or couples who want to build their financial literacy.

Not ready for a deep dive, but want the fundamentals? This is a purely educational session. We walk you through the core pillars of wealth—from mindset to cash flow to financial foundations to investment fundamentals—giving you the same framework as our deep dive, without personal numbers.

You’ll also receive a monthly budget template to help you apply what you learn and start organizing your own finances with clarity. You’ll leave knowing the key landmarks to confidently navigate your own financial path.

• No Prep Required

• Guided Learning

• Low Pressure

02

$130.00 $110.00 CAD

Best for: The Self-Starter

The Foundations Course is for self-starters who want to learn at their own pace. It includes all the core fundamentals from our education session, covering the key pillars of wealth—from mindset to cash flow to financial foundations and investment fundamentals—without personal numbers or a live session.

You’ll also receive a monthly budget template to help you put everything into practice right away.

• Fully Self-Paced Learning

• 5 Core Pillar Lessons

• Zero Pressure

Foundations Course

03

$100.00 $90.00 CAD