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Young Person's Package


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.


Through one-on-one video meetings I can explain everything you need to know about personal finance to get yourself set up for success. I'll learn about your financial goals and we can craft a savings plan to get you started down the right path. We can talk about investing and develop an investing plan that you can manage yourself. We can also cover any other topics that you are curious about.


I'll also provide you with a written plan that you can use as a reference. 

This package includes:

  • Two one-hour Zoom sessions.

  • A written plan.

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

Get yourself set up for financial success.

Cost: $650 (plus HST)

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