Your Financial Co-Pilot

Most advice treats the symptoms. Together, we'll find the cause.
I'm not here to hand you a map and wish you luck — I'm here to navigate alongside you.

How It Works

Every engagement starts with a free discovery call — no strings, no sales pitch. We'll talk about where you are, where you want to be, and whether working together makes sense. From there, you pick the level of support that fits your life.

Your Discovery Call, Step by Step

1

Get to Know You

We start with the basics: what's going on in your financial life, what's keeping you up at night, and what "good" looks like for you. No spreadsheets, no judgment — just a real conversation.

~10 minutes
2

Find the Root Cause

Most people come in thinking they have one problem, but the real blocker is usually something deeper. We'll dig past the surface and pinpoint what's actually holding you back.

~10 minutes
3

Map Out Next Steps

You'll leave with clarity on your situation and a recommendation for the path forward — whether that's working together or a resource I can point you to. No pressure either way.

~10 minutes
Starting Point

The Check-Up

$150

A single focused session to tackle the one thing keeping you up at night. We dig into the root cause, not just what's on the surface.

  • Free 30-minute discovery call
  • One 60-minute deep-dive session
  • Personalized action plan (takeaway doc)
  • Two weeks of email follow-up support

Ideal for: You have a specific question or decision and want a sounding board who will be honest with you.

Get Started Free
Ongoing

The Co-Pilot

$100/month

Monthly coaching for people who want ongoing accountability, someone in their corner, and a partner who grows with them.

  • Free 30-minute discovery call
  • Two 30-minute sessions per month
  • Ongoing priority & roadmap updates
  • Unlimited email support
  • Quarterly progress reviews
  • Cancel anytime — no contracts

Ideal for: You want a long-term partner to keep you accountable and help you adapt as life changes.

Get Started Free

Let's Start With a Conversation

No commitment, no credit card, no awkward sales pitch. Book a free 30-minute discovery call and we'll talk about where you are, where you want to be, and whether working together makes sense.

Book a Free Discovery Call

Common Questions

Do I need to share all my financial details upfront?

Nope. The discovery call is just a conversation. We'll figure out what you're comfortable sharing as we go. You're always in control.

Are you a financial advisor?

No. I don't sell products, earn commissions, or manage your investments. I'm a coach and educator who helps you build the habits, systems, and clarity to make your own confident financial decisions.

What if I'm not sure which tier is right for me?

That's exactly what the free call is for. Most people start with The Check-Up and go from there. There's no pressure to commit to more than you need.

Can I switch between tiers later?

Absolutely. Your needs will change, and so can your plan. Many people start with The Game Plan and move into The Co-Pilot once they have momentum.

Is this only for people in Saskatchewan?

I'm based in Saskatoon, and would love to meet locally with people who are in town. I will work with Canadians across the country virtually.

What's the cancellation policy for The Co-Pilot?

Cancel anytime. No contracts, no penalties. If it's not working, I'd rather you tell me than stick around out of obligation.