Financial Coaching - aka Your Personal CFO
Money issues are the #1 cause for stress among Canadians, and many struggle to know how to deal with it.
Invest in your financial literacy and empower yourself to face your challenges armed with the right knowledge and tactics.
Hire us for a one-time intensive session or an ongoing monthly basis. Get all the benefits that a CFO brings to a business, but applied to your personal situation at “YOU, Inc.”
One-time intensive session
$199 for 60 min video call
Have some burning financial, tax, or accounting questions that you need answered ASAP?
Want to talk through a business plan with a CPA? Or to discuss resources available, next steps, and things to consider?
Need help analyzing a major purchase or a career/life move, and want an unbiased evaluation?
Book a one-on-one financial coaching call with a CPA! Contact us today to complete an intake form and arrange a meeting time.
Topics can include:
General Personal Tax Questions
General Corporate Tax Questions
Business plan review, strategy discussion, and resources available
Systems development, implementation, setup, or support
Invoicing, payment processing setup or support
Pricing analysis
Compensation planning
Business structure/setup
Bookkeeping questions, setup and support
Loans, savings, investing, and other cash flow allocation questions
If your topic isn't listed here, it might still be something we can support you with!
Taxes, businesses, and the law can be very complicated and intertwined.
We will not provide advice or answers to questions from a legal perspective as we are not lawyers. Examples may include questions such as “does incorporating reduce my legal risk?” or “can I fire an employee for (XYZ) without paying severance?”
We are not personal tax, corporate tax, international tax or GST/HST specialists.
We know a lot about these topics (as Chartered Professional Accountants should) but we are not specialists in these areas. The ocean of knowledge required of CPAs is very deep, and specialization is sometimes required to navigate complex situations.
We aim to identify these situations in the intake form prior to paying for the coaching session, however topics may still arise during the call that fall outside of our expertise. We will try to refer you to a specialist in the area that you require should this still occur. Refunds will not be provided for questions that are outside our scope of expertise. If you are in doubt – please make sure you identify the issue in your intake form.
Personal Financial Coaching
$299/month (min 4 month commitment)
Ready to truly invest in yourself, to feel empowered and in control of your financial domain?
Do you feel like you earn a good income, but don’t feel like you’re getting ahead financially?
Are you often wondering where all your money is going, and how you are going to meet your financial goals?
You need a financial coach. You need your own CFO.
Work one-on-one with a CPA, CA, to review your personal/family finances and help you achieve your financial goals.
What’s Needed:
Client intake form & quiz fully filled out
6 mo of credit card(s) statements and bank statements to review net income and expenses.
Ongoing bank and CC stmts to check in on monthly progress
What you get:
Introductory video call to supplement your quiz and intake form results, learn more about you and your financial situation, goals, concerns, etc.
Initial review & summary of last 6 mo information to discern trends & patterns, timing of key expenses & pay, etc.
Recommendations and plan for going forward
Ongoing monthly analysis of data and monthly video call to discuss results, what is working, what is not, and any changes needed to the plan.
Our promise to you:
Our goal is your financial empowerment and success.
We do not sell investments, insurance, or other financial products, nor issue loans in any capacity. We do not receive any commissions or any other incentives or kickbacks for ANY products/services, let alone anything relating to the above.
We will not tell you to invest in any particular asset or class of assets.