Financial Coach
I help you take action on managing your money responsibly,
build a greater sense of financial security
and feel confident making investment decisions on your own
without the help of expensive financial advisors.
My goal is to help you build financially security and independence.
Why do I need a financial coach?
I’m a personal finance coach who helps Canadians take action on managing their own money, improving their financial security, planning for retirement and making smart investment decisions for themselves.
I’m your accountability partner to make sure that you set realistic goals and help you take action regularly and consistently towards your financial goals.
I’m there to be by your side when you’re feeling unsure about your next step or need support when buying an investment for the first time.
I give you the confidence and courage to take action and actually become financially healthy. There’s a big difference between knowing what to do (which my book helps you with) and actually doing what you need to do to change your reality.
Most people struggle to translate the knowledge in my book into regular, consistent action to get the results of financial health. Coaching will help you take action and help you achieve your financial goals in real life.
Do You Feel Like:
- You never seem to be able to save enough money
- Your debt is overwhelming and you don’t know how to pay it all off
- You don’t know how much you need to save for retirement
- You have dreams of a better life but aren’t quite sure how to get there
- You’re scared to try investing on your own without the help of a financial advisor
I Can Help You:
- Properly manage your money by establishing regular habits
- Build a Protection Plan to strengthen your financial security
- Know exactly how much money you need to save to reach your retirement goals
- Have a clear plan of action to reach your retirement goals and your financial dreams
- Confidently invest your money on your own
I teach a simple to follow 12-step process
for strengthening your financial health:
Step 1: Learn how to manage your monthly expenses
Step 2: Learn how to manage your debt
Step 3: Learn what resources are available to you
Step 4: Learn how to calculate your net worth
Step 5: Learn how much income you really need
Step 6: Learn how long it will take to retire
Step 7: Learn how to eliminate debt
Step 8: Learn how to create financial security
Step 9: Learn how to start investing on your own
Step 10: Learn how to increase the return on your investments
Step 11: Learn how to minimize your taxes
Step 12: Learn how to build wealth
ABOUT ME
I’ve managed millions of dollars working as a Chief Financial Officer for over 20 years. Before becoming a CFO, I learned how to manage my family’s finances after discovering we were over $100k in debt. Once I became debt free, I became passionate about helping others learn how to do the same.
As a CFO, I’ve learned how to manage million dollar investment portfolios with double-digit returns. I’ve spent over $100k learning how to manage and invest money from the world’s leading experts. I’m now passionate about helping others learn how to invest their own money with similar results.
I’ve helped people who are just starting to learn how to manage their money and have never invested on their own before. I’ve also helped sophisticated investors such as chartered accountants and high net worth individuals improve their money management habits and investment portfolios.
I’ve helped many Canadians learn how to invest in private investments here in Canada (private credit, private REITs and private equity). I help people understand what types of investments are appropriate for their particular situation and to create a well-balanced, well-diversified Investment portfolio for their individual circumstances.
Let’s work together
to achieve your financial goals
eBook: 12 Steps to Financial Health
A step-by-step guide
to building the essential habits
to be financially healthy
1-Hour Coaching Session
Compassionate support for you
to take action and
achieve your financial goals
12 Month Coaching Package
Commit to a series of monthly sessions
to completely transform
your financial health
Download Free Samples From My Book
12 Steps to Financial Health
[Click on image to download pdf]
Why You Need to Read This Book
An excerpt from the book that will
motivate you to learn more and take action
How Financially Healthy Are You
Right Now?
Determine your current state of financial health
Table of Contents and Introduction
Get a sense of the topics covered in the book and what my writing style is like
Testimonials
“As a finance professional with over 30 years of experience, I know financial planning can feel overwhelming. This book is an invaluable resource for anyone ready to transform their financial future.”
MONIQUE
“Melanie is a total all star investor and amazing human. Her book is an incredible gift and her guidance is priceless.”
ROB
“I love the way you write, authentic, sincere, and no fluffs, to the point. I felt the author very trustworthy in her expertise. It is a beautiful book.”
JIE
Let’s work together
to achieve your financial goals
eBook: 12 Steps to Financial Health
A step-by-step guide
to building the essential habits
to be financially healthy
1-Hour Coaching Session
Compassionate support for you
to take action and
achieve your financial goals
12 Month Coaching Package
Commit to a series of monthly sessions
to completely transform
your financial health
Ready to take your financial health to the next level?
Schedule a free consultation to find out how I can help you establish regular financial habits into your life, learn how to manage your finances responsibly, create a greater sense of financial security and feel confident making investment decisions on your own without the help of expensive financial advisors.