Spreadsheets, blog posts, and DIY tools are all well and good, but sometimes you just need an actual person to go through your specific situation and help you figure out the next step.
I would love to be that person.
I’ve set up my practise to exist competely online, so whether you live next door in Toronto or in South Africa… all you need is an internet connection and we can make it work.
I have a lot of fun on this site with cartoons and money jokes (they’re still jokes even if you don’t think they’re funny), but something that I take very seriously is one-on-one work with my clients.
Here are three things that you need to know from the minute we start talking about maybe-sort-of beginning to work together:
1. All our correspondence is 100% private.
2. If I don’t think I’m the best person to work with you, I’ll help you find someone who is the right fit.
3. No judgement… seriously. I’ve made a ton of money mistakes in my life (and written about many of them on the blog). Getting ‘financially naked’ in front of someone is hard enough without worrying that they’re going to laugh or tell you you’re stupid. You’re not, and I won’t.
What is a financial planner?
Why work with me?
I hold a Level 1 certification in financial planning from the Financial Planning Certification Association. I’m also a working artist who understands the complications of variable income, self-employed taxes, and all the other stuff that comes from trying to balance art and money.
Do you work with non-canadians?
Some of the work that I do is specifically for Canadians. That’s where my training is, and I really can’t help you with things like tax issues in the USA or Australia.
But if you want to work on money fundamentals – things like building a budget, finding more money for debt, or managing variable income – those things I can help you with.
Please send me an email if you’re interested in that kind of work no matter where you live!
I promised I’ll be the first one to tell you if I’m not the right fit.
What if I can't afford it?
I’m committed to making financial planning affordable for the people that need it, but I understand that even comparatively low prices can sometimes be out of reach.
If you are really looking for some face-to-face help, but don’t have the money right now, I encourage you to sign up for my regular OFFICE HOURS.
I do 3 hours of free money coachings most weeks, and although we will not be able to go into as much depth there as we would in a planning or coaching scenario, I can still help guide you to the next step.
If you’re interested in checking out the office hours SIGN UP FOR THE R2R COMMUNITY and I’ll send the times and sign up link to your inbox every week.
How does it work?
Every planner is a little different, even though the goal is the same.
I offer this help in three ways: hourly sessions, financial coaching programs, and financial planning.
BOOK ME FOR
GOOD FOR: general guidance, talking through a problem, explaining financial concepts/tools
NOT GOOD FOR: big questions, specific advice on your situation
If you want someone to talk through an idea, or ask a specific technical question to, booking an hour with me is perfect. But if you’re looking for some specific advice on your financial situation… there’s no way I can do that without really digging into your numbers (see financial planning or coaching options).
Not sure if your question/problem applies? Send me what you want to chat about and I’ll let you know!
(min 6 sessions)
GOOD FOR: accountability, fundamentals (debt, variable income, and general money hatred)
NOT GOOD FOR: complex financial planning, one off questions
Coaching is a familiar process if you’re an artist. We work together over weeks and months towards your goals.
Using a coaching program is perfect if you’re just getting started with your money: budgeting, working off debt, or learning to control variable income.
If you want the maximum amount of accountability, this is a great method for you.
GOOD FOR: more complicated planning, written plan based on your personal financial situation
NOT GOOD FOR: one off questions, fundamental work
This is great for certain types of projects/people. It’s based on real numbers and real financial behaviour. If you’re the kind of person that needs some structure, or who wants to work through some big picture planning questions – this is the perfect option for you.