SO ... WHAT EXACTLY IS A FINANCIAL COACH?

We're like a personal trainer, but for your money. We start by getting to know you - where you're at, where you want to go, and why. Then, we map out a financial game plan to help you reach your goals.

But we don't stop there - we teach, motivate, and keep you accountable through your journey, helping you pivot as needed. Because, life happens. Trust us, we've been there.

Chat with a Certified Financial Planner™️

Life changes when you have financial control

SUCCESS STORIES FROM THE P&C COMMUNITY

CAN I STILL GO TO BRUNCH AND GET A LATTE?

We would never take your avocado toast away from you 🥑. You don't have to deprive yourself in order to pay off debt, save, or invest your money. You just need a game plan and a little motivation. That's where we come in.

Learn more about our approach of managing money

ARE YOU GOING TO TRY AND SELL ME A FINANCIAL PRODUCT?

Nope! We're fee-only financial planners - that means we work for is you and your alone. We're not associated with any banks or credit card companies (in fact, we kind of hate credit cards), so your best interests are the only thing we're looking out for.

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Shouldn't i be saving money instead of spending on financial coaching?

Just like investing towards your fitness, mental health, or nutrition goals, working with a financial coach is an investment in your financial well-being. The lessons, tips, tricks, and practical insights you learn will help you pay off and avoid debt forever, save strategically for short-term goals, and invest and build wealth for the long-term. Worth it!

Ready to take the next step?

WHAT WE OFFER

one day or day one. it's up to you.

Signature Money Masterplan

Signature Money Masterplan

$297

Learn how to eliminate debt, build wealth, and gain financial control and confidence with our 6-month coaching program.

Here’s what’s included:

  • 2-hour, one-on-one MONEY MASTER PLAN session and personalized blueprint to reach your financial goals. 

  • Access to our simple, easy-to-follow budgeting template that’s customized to your MONEY MASTER PLAN. 

  • 5 1-hour monthly coaching sessions to track your progress, fine-tune your MONEY MASTER PLAN, and dive deeper into financial literacy topics like cash-flow management, smart savings and investing strategies, tax planning, and career and income development.

Cost

  • $297.00/month + HST for 6 months

Helpful Guides for all your finance questions

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