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Get your own personal financial manual


People in their 20s are launching into adult life. There's a lot to learn and financial planning isn't usually top of the list. Learning about money in your 20s can set you up for a better life. Instead of listening to your parents or aunts and uncles saying "If I knew then what I know now...", talk to me. I'll learn about your financial goals and dreams, your knowledge level, and what your financial situation looks like and craft a document that outlines the most relevant topics for you. I will provide savings plans and investing information tailored to what you want and need. There will be some educational content and also some links for you to learn more from trusted sources. It's a document you can refer back to over the years. 

This package includes:

  • A one-on-one Zoom session where I learn about you and your goals.

  • A written financial manual that is personalized for your needs.

  • Another Zoom call to review the document and answer your questions.

  • Email support to answer any questions, even months afterwards.

This makes a great gift for the young people in your life!

Cost: $500 (plus HST)

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