Our services cover a wide range
of options for your financial planning needs. You can choose from:
Seminars and Workshops
Learn How to Take Charge Of Your
Finances And Create The Life You Want
Money can cause terrific stress for people; on their relationships, self-esteem and work life. We offer unbiased, non-product focused workshops to small groups, associations and corporations which help participants learn and develop more confidence about effective money management.
We use simple, down-to-earth language to help you understand and access the world of finances, often seen as intimidating and confusing. Most importantly, we offer a comfortable space for you to talk about and ask questions about money. We give you the guidance and resources you need to become more effective and at peace with your money.
The following topics are available as "lunch and learns" seminars, 1/2 day or full day workshop formats. The "Build Your Own Financial Plan" program is run over six 2 hour sessions or as a 2 day program.
Live the Life You Want with the Money You Have
In this program we explore your lifestyle values and relationship to money, and how to develop a financial plan that allows you to live the life you want. We cover the basic principles of financial planning and you will learn to take charge of your finances in a way that brings more balance, meaning and joy to your life. Whether you have a lot of money or very little, you will be able to sleep at night knowing you are doing the best you can with your money for yourself and your family.
Through lecture, discussion and practical exercises, you will:
• Clarify your life and financial goals
• Enhance your financial management skills
• Learn how to manage your cash flow and investments
• Develop basic knowledge of retirement and estate planning
Build Your Own Financial Plan
This group financial coaching program will guide you through the steps of building your own financial plan and will help you take charge of your money in a way that is integrated with your values, goals, relationships and life direction.
Over the 12 hour program, you will be given the tools, techniques and practical knowledge to design, implement and maintain your own spending/savings plan, investment program, and retirement & estate plan. At the end of the course, you will have a basic financial plan in place and you will feel more knowledgeable and confident in your ability to take charge of your own finances. You will also learn how to select and manage other financially related professional advisors more confidently (lawyers, accountants, investment advisors).
Retirement Possibilities: Planning for the Time
of Your Life
When can I retire? How much money do I need? What's happening to government pensions? Whether you are retiring tomorrow or in 20 years from now, you may have asked yourself these questions, but aren't sure what the answers are. This program will give you a framework to kick start your retirement planning process and will provide a forum to discuss your lifestyle and financial concerns and possibilities.
During the program, you will learn how to prepare yourself financially for retirement - how much you need, how to set up a saving program, use of RRSPs, RRIFs and annuities, when to take CPP, tax planning, estate planning and housing considerations. Through lecture, discussion and practical exercises, you will have the tools, techniques and practical knowledge to start planning for a worry-free retirement.
Investing with Confidence: An Introduction to
the World of Investing
Whether you are saving for retirement, a house or some other life goal, this program presents the fundamentals of investing and will help you learn how to invest your money. The program also provides practical tips and techniques on how to chose and work more confidently with investment advisors.
Through a mix of lecture, discussion and practical exercises,
you will learn:
• how to set goals to achieve financial independence
• what type of investor you are and which investments will suit you
• how to choose an investment advisor and when to switch
• what the hidden fees and expenses of investing are
• how to safeguard your investments in volatile markets
• how to read the stock and mutual fund pages
Financial Planning for Life Transitions
Retirement, divorce, career change, death of a spouse, or starting a business are life changes that often bring money issues to the forefront. Whether you have a lot of money or very little, handling money through times of change or crisis can be very stressful and may leave you feeling uncertain and vulnerable. You may have limited experience in handling money to this point and aren't sure where to turn and who to trust.
In this program, you will learn how to design a life and financial action that will help you feel more clear and confident about the next stage of your life. We will discuss strategies, tools and techniques that will enable you to be more effective, more at peace and more powerful in your relationship with money. Topics and questions to be explored include:
• Setting new life and financial goals
• How to manage your spending/saving plan during the transition and beyond
• What type of investments are best suited to your new life circumstances
• Understanding potential tax considerations
• How to chose advisors you can trust
• Implications for your estate and retirement plan
Money Wisdom for Women
Today more women than ever are taking greater responsibility for managing personal and family finances. The challenge is to take control of your finances before they control you! In this program, we explore your lifestyle values and relationship to money, and how to develop a financial plan that allows you to live your life free from worry about money.
Through lecture, discussion and practical exercises, you will discover your unique needs and perspectives as a woman balancing work, money, personal commitments and dreams for the future.
Learn How to Take Charge Of Your
Finances And Create The Life You Want
Money can cause terrific stress for people; on their relationships, self-esteem and work life. We offer unbiased, non-product focused workshops to small groups, associations and corporations which help participants learn and develop more confidence about effective money management.
We use simple, down-to-earth language to help you understand and access the world of finances, often seen as intimidating and confusing. Most importantly, we offer a comfortable space for you to talk about and ask questions about money. We give you the guidance and resources you need to become more effective and at peace with your money.
The following topics are available as "lunch and learns" seminars, 1/2 day or full day workshop formats. The "Build Your Own Financial Plan" program is run over six 2 hour sessions or as a 2 day program.
Live the Life You Want with the Money You Have In this program we explore your lifestyle values and relationship to money, and how to develop a financial plan that allows you to live the life you want. We cover the basic principles of financial planning and you will learn to take charge of your finances in a way that brings more balance, meaning and joy to your life. Whether you have a lot of money or very little, you will be able to sleep at night knowing you are doing the best you can with your money for yourself and your family.
Through lecture, discussion and practical exercises, you will:
• Clarify your life and financial goals
• Enhance your financial management skills
• Learn how to manage your cash flow and investments
• Develop basic knowledge of retirement and estate planning
Build Your Own Financial Plan
This group financial coaching program will guide you through the steps of building your own financial plan and will help you take charge of your money in a way that is integrated with your values, goals, relationships and life direction.
Over the 12 hour program, you will be given the tools, techniques and practical knowledge to design, implement and maintain your own spending/savings plan, investment program, and retirement & estate plan. At the end of the course, you will have a basic financial plan in place and you will feel more knowledgeable and confident in your ability to take charge of your own finances. You will also learn how to select and manage other financially related professional advisors more confidently (lawyers, accountants, investment advisors).
Retirement Possibilities: Planning for the Time
of Your Life
When can I retire? How much money do I need? What's happening to government pensions? Whether you are retiring tomorrow or in 20 years from now, you may have asked yourself these questions, but aren't sure what the answers are. This program will give you a framework to kick start your retirement planning process and will provide a forum to discuss your lifestyle and financial concerns and possibilities.
During the program, you will learn how to prepare yourself financially for retirement - how much you need, how to set up a saving program, use of RRSPs, RRIFs and annuities, when to take CPP, tax planning, estate planning and housing considerations. Through lecture, discussion and practical exercises, you will have the tools, techniques and practical knowledge to start planning for a worry-free retirement.
Investing with Confidence: An Introduction to
the World of Investing
Whether you are saving for retirement, a house or some other life goal, this program presents the fundamentals of investing and will help you learn how to invest your money. The program also provides practical tips and techniques on how to chose and work more confidently with investment advisors.
Through a mix of lecture, discussion and practical exercises,
you will learn:
• how to set goals to achieve financial independence
• what type of investor you are and which investments will suit you
• how to choose an investment advisor and when to switch
• what the hidden fees and expenses of investing are
• how to safeguard your investments in volatile markets
• how to read the stock and mutual fund pages
Financial Planning for Life Transitions
Retirement, divorce, career change, death of a spouse, or starting a business are life changes that often bring money issues to the forefront. Whether you have a lot of money or very little, handling money through times of change or crisis can be very stressful and may leave you feeling uncertain and vulnerable. You may have limited experience in handling money to this point and aren't sure where to turn and who to trust.
In this program, you will learn how to design a life and financial action that will help you feel more clear and confident about the next stage of your life. We will discuss strategies, tools and techniques that will enable you to be more effective, more at peace and more powerful in your relationship with money. Topics and questions to be explored include:
• Setting new life and financial goals
• How to manage your spending/saving plan during the transition and beyond
• What type of investments are best suited to your new life circumstances
• Understanding potential tax considerations
• How to chose advisors you can trust
• Implications for your estate and retirement plan
Money Wisdom for Women
Today more women than ever are taking greater responsibility for managing personal and family finances. The challenge is to take control of your finances before they control you! In this program, we explore your lifestyle values and relationship to money, and how to develop a financial plan that allows you to live your life free from worry about money.
Through lecture, discussion and practical exercises, you will discover your unique needs and perspectives as a woman balancing work, money, personal commitments and dreams for the future.
