Your business makes money. But is it actually building financial security for you and your family?
In plain words: we turn what the business earns into security for your family.
Owner’s Pay & Protection · $450 · 90 min
Who I Help
Five clients. One big money decision each.
People pay for advice when a mistake would be expensive or hard to undo. These are the five decisions I work on, and the session built for each one.
In plain words: find the one that sounds like you.
Choose your situation
I work with five kinds of clients, each facing one big money decision.
You shouldn’t have to choose between enjoying life today and building a secure future for your family.
In plain words: one plan for two incomes, a home and the kids.
Family Plan Session for Couples · $325 · 75 min
Before your mortgage renews, know exactly how the new payment will affect the rest of your life.
In plain words: if your payment goes up, we work out what changes and what stays safe.
Mortgage Renewal Readiness · $295 · 60 min
The money decisions you make in your first ten working years can determine how much freedom you have in the next thirty.
In plain words: we sort out which account comes first, and why.
Account Review · $95 · 60 min
You’ve spent your life building your savings. Now you need to know whether they’ll support the retirement you want.
In plain words: we check if your money will last, and when to take CPP and OAS.
Retirement Readiness Review · $350 · 75 min
Based in the GTA. Sessions by phone or video for anyone living in Ontario.
Start Here
The first step is a conversation.
Free, 30 minutes, by phone or video. You leave with Your One-Page Picture, and Your 3 Moves arrive in writing within 24 hours.
Book your Complimentary Clarity SessionFree · 30 minutes · no obligation
Don’t see yourself here? Most people don’t fit one box. The free session starts wherever you are.