One-on-one
A personalized plan, built around your specific money moment
Unlike our group Financial Foundations Programs, a Personalized Program is one-on-one and built entirely around your situation. You walk away with your own plan and milestones, not a general curriculum.
Available now
Debt Payoff Program
One-on-one help to see where your money goes, what you can really put toward debt, and the date you'll be done. No shame, no lectures, just a plan you can keep.
- A written payoff plan with your debt-free date and a month-by-month schedule
- A realistic budget built together, one-on-one
- Three monthly check-ins with a progress report after each one
Investment
$525 + HST
$297 + HST
For a limited time
Available now
The Rebuild Strategy
A 1:1 program for people rebuilding their finances after a separation or divorce. Walk away with a clear, written plan for your money, your debt, and your home.
- A written plan for your money, your debt, and your home after separation
- A one-income budget built from scratch around your new life
- Three sessions plus a 60 to 90 day check-in to see how far you've come
Investment
$795 + HST
Available now
First Time Homebuyer Program
Everything you need to do to buy a house, mapped out for your specific situation. This program gives you a personalized plan with milestones, so you always know what the next step is and when to take it, from where you stand today through to keys in hand.
- A personalized plan built around your timeline and goals
- Clear milestones so you know exactly what to do next
- One-on-one guidance through every step of the home buying process
Investment
$400 + HST
for your personalized plan with milestones.
Optional follow-up sessions
$90
per session, as you work through your plan.