Money Coaching and Roadmapping

As of Fall 2021 there is a waitlist and limited availability (join here)

The average Canadian retires at age 65 with annual net income of $27,500, what if you could retire years sooner with double the income?

You deserve a comfortable retirement and in the Eager Beaver Roadmapping session I will provide all the tools available to craft the financial future you want for yourself and your family!

What is a "Money Coach"?

Nearly half of all Canadians exclusively use the advice of their bank when making financial decisions, while this is a good first step it can provide you a bias financial outlook where you are very dependent on a single company for all your financial services.

As a flat fee money coach I empower my clients with the tools they need to make their own financial choices and provide feedback to the decisions they make. This model saves you money and provides valuable understanding of what your financial outlook is and how you can proactively effect it.

What is included in a "Money Roadmap"?

  • A 90 minute session where we go over your finances and your goals
  • After our meeting I will consolidate your roadmap into a Roadmap Report which will detail specific actions you can take and how much money you can save
  • 12 months of retainer services where you can reach out if anything in your life changes and you need to talk about adjusting your roadmap

During our roadmapping session we will go over general financial decision making, insurance needs, and income tax awareness; each of these topics are multifaceted and will affect people differently. At the end of this session you should have a better understanding of Canadian finance fundamentals and you will receive a roadmap report which will detail what opportunities you could explore to save money.

About me

My name is Nick! With several years of experience working in the FinTech industry and a passion for personal finance I have invested countless hours working to build sound financial strategies that will help Canadians reach their goals.

I have worked with many clients exploring their current circumstances and building a roadmap with short, medium, and long term actions that can reduce financial complexity, increase savings, and reduce fees.

Interested in a consultation?

Many of my clients receive roadmaps that can save them hundreds of dollars within the first year if executed properly. On average the roadmaps my clients leave with may save them $5,000-$50,000 before retirement. Suffice to say the cost of a roadmapping session pales in comparison to the opportunity cost of not having a roadmap.

If you are ready to take the first step to investing in your future please fill out the following intake form and I will be in touch as soon as I have capacity for more roadmapping sessions:

Roadmap Consultation
Just a few questions to get to know you 😊