What to Expect

I offer caring and non-judgmental coaching for your personal finances online or in the Greater Victoria, BC, area. Your first session, up to 30 minutes consultation, is free. We’ll talk about your goals and see if we’re a good fit for each other.

If you want to work through a basic financial plan, expect two to four additional hour-long sessions over the course of one to four months, depending on your goals. If you want me to follow up with you, we can schedule time in one month, two months, or six months — whatever you decide.

If you would like ongoing coaching, you can schedule as many or as few sessions as you like. If you’re not happy with my services, you can terminate at any time.

I expect you to pre-pay each session by email money transfer.

I charge $50/hour, except in the case where your individual gross income is less than $30,000, or your family income is less than $50,000. In this case, your rate is $20/hour.