I have a very unique approach to personal finance that has produced prolific testimonials around the globe for years. If you are looking for fresh insights to your personal situation, I am available for private consultations or ongoing coaching, mentorship, training and strategy.
Typically, we begin with an initial consultation which includes pre-meeting preparation and post-meeting followup. Normally, these meetings are held by phone or internet. The fee for this service / meeting is $350 Cdn. Additional follow up and ongoing support will be determined following this initial consultation to enable customized services.
I do not sell financial products, however, because financial products are an integral component of many plans and strategies, I have a unique referral offset program that can be applicable in some situations.
Also, I have special consulting and income generation programs for church leaders and ministries. Please call if this might apply to you.
Some areas of specialty for personal consultations are:
- Financial modeling and cash flow forecasting and planning
- Strategic, personal and creative cash flow and income acceleration ideas are also extremely valuable in a one-on-one meeting
- Marriage and money consulting / counselling is an area of great benefit to couples who are
- beginning married life,
- aware they have differing values around finances, or
- are struggling in their marriage because of current or past financial situations.
Speaking and Workshop Development and Delivery:
Some of the thought provoking topics I can speak on in a variety of lengths and formats are:
- How Spending Money Can Actually Make You Rich
- Why Getting Out of Debt Won’t Solve Your Money Problems
- Why Saving Money is NOT the Secret to Retirement
- Why Your Income Doesn’t Depend on a Job
- Simple Money Mistakes Top Financial Experts Make
- Busting the Top 10 Money Myths
- Trusting God with Money
- Recovering From Financial Loss
- An Open Group Dialogue on How to Create Income Starting From $10
An online workshop developed and delivered for the CGA association on ‘Why Saving Money Isn’t The Secret to Retirement’ is one of their best sellers to their 80,000 members.
Speaking and training begins at $1500 Cdn plus expenses.
To find out more, you can email me at mailto:firstname.lastname@example.org or call me at 250-592-0457 (pacific time).