What this is
Financial Foundations
A set of one-time financial clarity solutions — without long-term commitment
Financial Foundations is a collection of one-time financial clarity solutions designed to help you understand where you stand, organize what matters, and know what to focus on next.
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They’re ideal if you want answers and structure, but aren’t ready for, or don’t require, ongoing bookkeeping or long-term support.
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How it works
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One focused session
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Clear explanations in plain language
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Practical takeaways you can use right away
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​No pressure to continue beyond this service
1. Financial Foundations for Individuals & Couples
(Starting at $99 · One-time)
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Who It’s For
Individuals or couples who want a clearer picture of their finances and a simple way to organize income, expenses, savings, and goals.
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What I help with
I review your financial situation, highlight what’s working and what isn’t, and help you put a basic structure in place so your money feels easier to manage.
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What you’ll get
Clarity around where your money is going, what to prioritize, and a short list of next steps you can realistically follow.
2. Financial Foundations for Newcomers to Canada
(Starting at $119 · One-time)
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Who It’s For
Newcomers who want to understand how the Canadian financial system works and set things up properly from the beginning.
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What I help with
I walk you through the basics of banking, credit, taxes, and registered accounts, and explain what’s important now versus what can wait.
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What you’ll get
Confidence navigating your finances in Canada, plus a clear direction so you can avoid common mistakes and unnecessary stress.
3. Financial Foundations for the Self‑Employed
(Starting at $179 · One-time)
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Who It’s For
Freelancers and self-employed professionals who feel unsure about their numbers, taxes, or how their business finances should be structured.
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What I help with
I help you make sense of your income and expenses, separate personal and business finances, and understand key tax considerations like GST/HST and saving for taxes.
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What you’ll get
A clearer understanding of your business finances and what level of structure or support makes sense for you going forward.
Need help deciding?
Not sure which solution makes the most sense for your situation?
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Leave your details below and I’ll get back to you to help you figure out the best next step — even if that means pointing you in a different direction.