3-Month Personal Budgeting & Money Mindset Coaching

For people whose income recently jumped (new job, promotion, commission or sales) and whose spending quietly jumped with it. In 3 months you'll know your numbers, rebuild the pause between "I want it" and "I bought it," and finally have a plan you follow.

This coaching is a good fit if…

  • You recently moved into a higher-paying role, and your money habits haven't caught up

  • You spend without much thought, then regret it later

  • You avoid checking your accounts because you already suspect the number

  • You've promised yourself "next paycheck I'll fix it" more than once

  • You're not in crisis. You want to fix this before it becomes a bigger problem

How the 3-Month Coaching Works

This is a structured, 1-on-1 coaching program designed to help you move from financial stress and confusion to clarity, confidence, and direction without overwhelm.

We meet over 3 months and focus on progress, not perfection.

    • Your current situation

    • Your money story and stress points

    • What you want your life to actually look like

    • What accountability will look like over the next 3 months

  • Awareness = control.

    • We:

      • Review income, expenses, debts, and assets

      • Build a simple “Money Map” so you know exactly where you stand

      • Identify quick wins and obvious leaks

    You can’t fix what you don’t measure.

  • A budget shouldn’t feel like punishment — it’s permission.

    • We:

      • Build a realistic, values-based budget

      • Separate needs, wants, and priorities

      • Create a system you can actually stick to

    • Every unnecessary purchase is a trip you're not taking.

  • Session 3: The Pause
    Bring back the friction.
    We:

    • Identify the purchases you make on autopilot

    • Build simple rules that put a pause back between wanting and buying

    • Put a focused plan on any debt you do have, so every dollar you free up has a job

  • Stability before growth.

    We:

    • Build or improve your emergency fund

    • Set up sinking funds for upcoming expenses

    • Reduce “surprise stress” in your finances

  • Shift from survival to possibility.

    We:

    • Define what financial freedom actually means to you

    • Talk long-term goals like travel, flexibility, or early retirement

    • Introduce light investing concepts (no pressure, no jargon)

  • Turn progress into habit.

    We:

    • Review your 3-month transformation

    • Lock in routines and systems

    • Build a 6-month roadmap you can follow on your own

    This is about sustainability not dependency.

The 6 Coaching Sessions

Book a Free 30-Minute Call

What you can expect after 3 months

  • You know exactly where every paycheck goes

  • Spending feels like a decision again

  • You stop opening your credit card app with dread

  • The extra income finally shows up in your life, not just your spending

  • You have a 6-month roadmap you can run on your own

This coaching is not a fit if…

  • Your monthly debt payments take a large share of your take-home pay. That's a different problem, and I'll point you to better resources

  • You're looking to get rich fast

  • You want someone to tell you what to invest in

  • You're unwilling to change habits

  • You want validation without action

Investment

Founding Client Pricing: $900 CAD
(Regular price: $1,500 CAD)

***When Booking Use Promo Code: FOUNDER***

I'm taking on 3 founding clients. In exchange for the lower price, I ask for two things: honest feedback along the way, and permission to share your results (anonymously if you prefer).

Once those 3 spots are filled, the price moves to $1,500 CAD.

Payment plan: 3 monthly payments of $300 CAD.

This program is intentionally small and hands-on so I can give each client the attention and accountability they need to make real progress.

Book a Free 30-Minute Call

Not sure if this is right for you?

That’s exactly what the free clarity call is for.

We’ll spend 30 minutes talking through:
Your current situation
What’s feeling stuck or stressful
What you want your money and life to look like
Whether this program actually makes sense for you
No pressure. No sales tactics.
Just an honest conversation..
Book a Free 30-Minute Call