Turning your money dreams into reality with a personalised Money Plan.
How to Start
Step 1
Start with a Free Chat
Step 2
Make sure your Money Coach is the perfect fit.
Step 3
Get your personalised financial plan
Maximize the mileage of your money.
Talk to a person, your own Money Coach
Say hello to real person advice. We connect you with a knowledgeable money expert who can address your inquiries and discuss your personal goals with you. Find the right match and start the journey together.
Create your personalised financial plan - Prosperity Blueprint
Create your online financial plan and forecast with your money coach, chart a clear path to your dreams, get a clear picture of where you are, de-stress your money.
See your Financial Future
See a long-term forecast of your finances – all in one place. Check if you’re on track and explore the different choices you can make with your money. Live, and available to be updateable in real time, to adapt to your real life. Automate your financials where technology makes sense.
We are your One to One real person Support
Get started budgeting, debt repayment, savings for that dream holiday, lets get started taking action together. Making your dreams a reality.
In addition to our core Money Coaching, we provide comprehensive support on all things money.
Private & Public Pension Advice
Make sure Canadians are making the most of your workplace and government pensions and on track for retirement
Credit Strategy
How and what credit suits your needs ie. credit cards, home equity credit line, credit score.
Benefits Advice
Guidance maximising use of all private and government benefits, programs and perks.
Wealth Building and Investment Strategies
Investment Analysis TFSA, RRSP, RESP, ETF, passive income etc.. How decisions today can impact your future planning.
Will Writing
Pass on discounts for personal will-writing, checked by fully qualified approved lawyers.
Mortgage Advice
Analysis on current mortgage products, free support from an approved mortgage specialist.
Insurance Coverage Analysis
Insurance needs discussion as part of your personalized financial plan.
Budgeting and Money Boosters
Help Canadians feel more in control of their money with 1-to-1 help creating a household budget
Tax Efficiency
Tax efficiency discussion that suits your overall financial plan. Approved list of tax specialists
What Does it Cost?
1. Starter Session.
FREE.
Begin with a lively chat. Discuss your financial goals and burning money questions, and let's uncover the fascinating ways we can work together to make your dreams a reality! Taking the mystery out of money, helping you become your own Money Yoda.
2. Map Your Financial Dreams
$490
Get your Money Coaching to build a long-term personalised financial forecast and money action plan for your life goals, from now until retirement - person to person session.
