Free Discovery Call (15 min)
Level 0Start HereBilingual EN/ES
A short first conversation to understand your goals and identify your best next step.
- Clarify priorities and timing
- Choose the right first service
- Leave with a clear action path
Clarity and Direction for Your Financial Life
Start with the level of support that fits your current decision. Book a Discovery Call, choose a paid Clarity session, or apply for a Strategic Financial Map when you need a deeper advisory path.
15 min
Free Discovery Call
$150-$225 CAD
Pre-paid Clarity sessions
Application-first
Strategic Map engagements
Paid strategy sessions designed for calm clarity, thoughtful next steps, and practical momentum.
Read client storiesChoose Your Starting Point
Decision-Focused Strategy Work
These are the core ways to begin when you want clarity, direction, and a calm next step without a long intake process.
Clarity & Direction Session (60 min)
Level 1Paid SessionDecision-Focused
Pre-paid strategy session for one decision that needs structure, options, and momentum.
- Live strategy guidance for one priority
- Review options, trade-offs, and next moves in real time
- No written recap is included
Scope: No written recap included.
Clarity & Direction Session - Extended (90 min)
Level 1Decision-FocusedExtended
Extended strategy session for clients balancing multiple connected financial decisions.
- More room for connected priorities and sequencing
- Includes a brief written summary of key insights
- Suggested next steps are sent after the session
Scope: Includes a brief written summary of key insights and suggested next steps.
Paid sessions are strategy-focused advisory conversations booked through Calendly with Stripe checkout and Google Meet details included. They do not include mortgage application processing, product placement, or implementation services.
For Deeper Planning
Strategic Financial Maps - Goal-Focused Advisory
Move from immediate clarity into a deeper advisory engagement when you need an integrated plan, a structured roadmap, and a more selective intake process.
Tier 1: Goal-Specific Strategic Map
Tier 1Strategic PlanningFocused Scope
Tiered advisory engagement for one high-priority goal that needs a clear strategy and execution path.
- Define the target outcome
- Map milestones and sequence
- 30-day session credit available when eligible
Scope: Application required before scope confirmation.
Tier 2: Integrated Strategic Map
Tier 2IntegratedStrategic Planning
Tiered advisory engagement for clients managing multiple priorities that must work together.
- Integrate decisions across priorities
- Align cash flow, timing, and capacity
- 30-day session credit available when eligible
Scope: Application required before scope confirmation.
Tier 3: Holistic Life & Financial Strategic Map
Tier 3HolisticPremium Advisory
Tiered premium advisory engagement for major life, business, and long-term financial transitions.
- Unify personal and financial priorities
- Coordinate expert collaboration
- 30-day session credit available when eligible
Scope: Application required before scope confirmation.
| Tier 1 | Tier 2 | Tier 3 | |
|---|---|---|---|
| Best for | One high-priority goal | Multiple connected priorities | Complex life + financial transitions |
| Time horizon | Near-term (next 3-6 months) | Mid-term (next 6-18 months) | Long-term (18+ months) |
| Deliverables | Goal-specific map + action sequence | Integrated strategic map + implementation sequence | Holistic strategic map + long-range roadmap |
| Includes | Milestones, priorities, and execution checkpoints | Cross-priority coordination with decision filters | Comprehensive coordination plan with expert touchpoints |
| Price | $2,500 CAD | $3,500 CAD | $5,000 CAD |
All Strategic Map tiers are advisory, application-based engagements and can coordinate with your existing legal, tax, and lending professionals.
If you begin with a Clarity & Direction Session and proceed with a Strategic Financial Map within 30 days, your session fee may be credited toward the full engagement.
How Services Work
A simple path from first conversation to deeper support only when it is needed.
- 1
Choose your entry point
Start with a Discovery Call, a 60-minute session, a 90-minute session, or the Strategic Map application based on how much support you need right now.
- 2
Meet with clarity
Sessions are scheduled through Calendly, paid sessions are processed through Stripe, and meeting details are delivered through Google Meet.
- 3
Decide the next step
Leave with clearer direction, practical next moves, and a deeper advisory option only if your situation calls for it.
Secondary Options
Additional Support Paths
These offers remain available, but they sit behind the main strategy path above and are best used after your first decision-focused step.
Foundations & Follow-Through
SupplementaryFollow-ThroughFoundations
Supplementary support to sustain execution, accountability, and consistency.
- Private implementation check-ins
- Progress tracking and adjustment
- Decision support between milestones
Scope: Advice-only / educational
Workshops
SupplementaryGroupEducation
Structured group learning for families, professionals, and newcomers.
- Practical education format
- Templates and planning tools
- Actionable next steps from each session
Foundations & Small Group Programs
SupplementarySmall GroupImplementation
Guided small-group support that reinforces strategy with steady implementation.
- Small group accountability
- Practical routines for momentum
- Supportive peer learning environment
Kitchen Table Conversations
4-week small-group support for families, newcomers, and first-time buyers.
This cohort-style program gives you practical financial clarity in a warm, guided group setting. Each week focuses on real-life decisions so you leave with simple next steps you can actually follow.
- Small groups with real-time Q&A and shared learning
- 4 weekly sessions (45-60 min) with action-focused takeaways
- Support for mortgage, cash-flow, and tax-related planning questions
Mortgage Strategy - Pre-Approval Readiness with Practical Confidence
A focused mortgage track for buyers preparing strong, lender-ready files.
Pre-Approval Planning
MortgageStart HereReadiness
Build a strong readiness path before you submit your mortgage application.
- Assess affordability and documentation
- Clarify lender-fit scenarios
- Map timing with confidence
Scope: Licensed mortgage service
Business, Tax & Specialty Sessions
Focused advisory support for business planning and tax-related decisions.
Business Strategy & Cash Flow Session
BusinessStrategyCash Flow
Decision support for business owners balancing growth, stability, and personal goals.
- Review cash flow pressure points
- Prioritize strategic decisions
- Set practical next milestones
Tax Planning Coordination Session
TaxCoordinationPlanning
Prepare strategy questions and planning priorities before tax decisions are finalized.
- Clarify priorities for your advisor team
- Sequence filing and planning steps
- Reduce last-minute decision stress
Scope: Coordination + planning questions (not filing)