What’s the difference between financial counselling and financial advising?
Financial counselling gets to the root of who you are, what you value, what you know/don't know and how you operate. From there, we set regular benchmarks and goals that will transform the way you manage your money while building confidence and healthy habits. It makes sure that you understand all your decisions from start to finish.
How many sessions will I need?
I have found that typically three to four sessions is what it takes to get clients to overcome the inertia and build momentum towards their goals.
Do I need to book a whole session if I just have a question or two?
Nope! I'm a reasonable dude.
What do I need to get ready for a session?
We'll need easy access your banking statements. If you don't have your own device, that's not a problem, bringing your own just usually speeds things up a little bit.
What will I get at the end of a session?
If I've done my job, you'll leave the session with a feeling of being energized, confident and hopefull for the future.
Me too! Haha.
Can I get more details on your accreditation?
I'm an Accredited Financial Counsellor Canada. It's an accreditation awarded by the Association for Financial Counseling and Planning Education and was developed in partnership with the Ontario Association of Credit Counselling Services. You can find some more info here.
I have a question that's not answered here...
Awesome! You can find my contact details here. Or strike up a conversation via that little chat bubble thing in the lower right corner.
Do we have to meet in person?
I prefer to meet face-to-face, but I understand the limitations that puts on people. If you'd rather we meet over skype or some other video-conferencing software, we can make that work!