Our Services
From hands-on partnership to self-paced learning, we have a path that fits your comfort level.
FOUNDING CLIENT RATES
We're just getting started, so for a limited time we will be offering promotional rates for all of our sessions.
Individual Deep Dive
$175.00 CA$150.00 / person
Best for: 1 Individual
An in-person or virtual session designed to give you a personalized roadmap based on your unique financial situation.
To prepare for the session, we'll review your financial information and key numbers in advance so we can tailor the experience specifically to you and your goals.
Includes:
1 prep analysis done by us prior to the session
90 minute guided session that applies your personal financial situation to the core pillars of wealth:
Money Mindset
Financial Review, Debt Analysis, and Budgeting
High-level Savings and Investment Education
Summary Snapshot after the session
Couples Deep Dive
$295.00 CA$270.00 / couple
Best for: 1 Couple (2 people)
An in-person or virtual session designed to give you and your partner a personalized roadmap based on your unique financial situation.
To prepare for the session, we'll review both of your financial information and key numbers in advance so we can tailor the experience specifically to your goals.
Includes:
Everything from Individual deep dive, but for a couple
Help aligning financial goals and shared priorities
Individual Education Session
$115.00 CA$100.00 / person
Best for: Individuals who want to build their financial literacy.
A 60 minute in-person or virtual session. This is a purely educational session. We walk you through the core pillars of wealth—from mindset to cash flow to financial foundations, debt management, and investment fundamentals—giving you the same framework as our Deep Dive, without personal numbers.
Couples Education Session
$155.00 CA$130.00 / couple
Best for: Couples who want to build their financial literacy.
A 60-minute in-person or virtual session. This is a purely educational session for you and your partner designed to help you both become aware of and aligned in your individual money styles and approach.
We walk you through the core pillars of wealth—from mindset to cash flow to financial foundations, debt management, and investment fundamentals—giving you both the same framework as our Deep Dive, without personal numbers.
Individual Investment Education Session
$115.00 CA$100.00 / person
Best for: Individuals who want to start investing.
A 60-minute in-person or virtual session. This is an educational session. We start with mindset work, then walk you through the foundational architecture of investing—focusing on risk comfort zones, simple research tools, and identifying the exact account types you need—giving you a confident, stress-free roadmap for your very first step, without personal numbers.
Couples Investment Education Session
$155.00 CA$130.00 / couple
Best for: Couples who want to start investing.
A 60-minute in-person or virtual educational session designed to help couples align their mindset and understand their shared investment direction. We begin with mindset work, then guide you through investing fundamentals including risk comfort zones, account types, and basic research tools—giving you a clear and confident first step into investing, without personal numbers.
Foundations Course
CA$100.00 person
Best for: The Self-Starters
Learn at your own pace. Includes core pillars of wealth:
Mindset — how your beliefs and habits shape your relationship with money
Cash Flow — understanding where your money comes from and where it goes each month
Financial Foundations — building simple systems to organize your money with confidence
Debt Management — understanding and working through debt in a clear, structured way
Investment Fundamentals — an introduction to investing, account types, and risk concepts
Because there is no live instruction, the course includes expanded explanations, journal prompts, and reflection exercises to guide your learning and help you apply the material to your own life.
Contact
Services are available exclusively to residents of Canada.
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