Invest. Save. Spend.
for Canadians
isn't about guessing or quick fixes, it's about building a complete, personalized plan that finally connects your cash flow, debt, savings, investing, insurance, taxes and estate planning.
The 6 - week intensive program runs continuously and yes, if you join today, you can roll into 2026 organized and prepared. Book your Private Money Chat to start the new year off right!
Private Money Chat
You don't need to bring spreadsheets, statements or a stack of number to this call and you don't need to prepare anything in advance. These chats are designed to be simple and approachable. We'll talk through your situation, your goals and what you'd like to change, without the pressure of having "everything figured out". All you need to bring is yourself and a willingness to have honest conversation about where you are today and where you'd like to go next.
This Program Is For You, If...
You are a hardworking Canadian who makes good money
You want to talk about your goals and fears openly, but anonymously
You are a busy professional or parent and you want quick results and peace of mind
You are an action-taker
This Program Is Not For You, If...
You feel like you're behind schedule and are desperate to "catch up"
You are unwilling to do the work in the program
You think budgeting and saving are the keys to your success
You want someone to knock on your door and coddle you through
the program includes
Live Teaching
Modules are taught live, giving you the chance to ask questions in real time and hear answers to the questions you didn't even know to ask. These sessions create space for interaction, connection and learning that goes deeper than a re-recorded video ever could.
1:1 Coaching
Because personal finance is never one-size-fits-all, most modules include private coaching sessions. These one-on-one meetings are where we apply the lessons of the program directly to your situation, giving you tailored guidance and ensuring you're able to move forward with a plan that works for your real life
Community
You'll join a private group of Canadians who are working toward the same goal. It's a place to ask questions, share wins and see how others are putting the lessons into practice.
frequently asked questions
What if I've made too many mistakes and I'm not ready to talk about them?
You don't have to share your real name to take part in this program. Everyone shows up with an alias (see Testimonials) or even creates an alter ego that feels strong, fierce and ready to take action. What matters is not what your call yourself, but that you give yourself permission to learn, grow and get the support you need. You can remain private and still receive the full benefits of the program.
I've done online programs before and didn't follow through. How is this different?
It's a fair concern because many online courses leave you to figure things out on your own. This program is different because it combines weekly teaching, group interaction and built-in accountability. You'll be able to ask questions in real time, learn from others who are on the same journey and stay engaged through a community that keeps you moving forward.
How long will it take to complete the program?
The program should take about 6 weeks to work through, if you want to follow the live instructions; however, you can move as fast or slow as you're comfortable with because the videos and lessons are available right away. The program runs continuously throughout the year so you are never behind or moving too fast; you will always be right on time.
How much does the program cost?
The real cost isn't the program, it's doing nothing. Winging it with your money often means missed opportunities, higher debt and never quite hitting the targets you've set for yourself. This program is designed to be far more affordable than the price of staying stuck. Yes, there is an investment, but don't let that hold you back. the features, tools and lifetime benefits you'll gain make it worth far more than the upfront cost.
testimonials
Book A Call
This call is about your goals, your challenges and what you really want for your financial life. We'll use this time to talk through your money situation and decide together if my program is the right fit.
