Our clients get the best results when they work with us one on one.
Working with The Money Counsellor can be an intimidating experience to some. Some cients feel ashamed not knowing or understanding their finances well. After only minutes that fear and shame shifts to excitement as you feel our confidence and compassion surround you. Clients quickly become eager and excited to learn and understand a better way! Getting a financial overhaul done is like having your garage or basement cleaned out, but the best part - someone else is doing all of the work for you!
All that you need to do is provide your financial paperwork and be present. In turn we will organize, priortize and start you off fresh using a simple to understand and easy to apply system that takes only 5 minutes a week! We will set you up to live your best life! Live without money stress, day to day while joyfully witnessing your goals become your reality!
An appointment with The Money Counsellor results in 3 deliverables;
1) Your Financial Master Plan - This document captures the essence of your finances! You can see the relationships between the numbers and easily update for any change in your lifestyle. Most importantly you are not dependent on us to utilize your Master Plan to it's greatest extent! Capture your potential! See your progress! All on your Master Financial Plan.
2) Your Financial Routine - The structure of your routine is based on your preferences and lifestyle. It too can be easily revised at any time by you, without needing to rely on us. But if you do need support or have a question, access to The Money Counsellor for one full year from the appoitnment date is included in our service.
3) Recommendations - Because we've worked with thousands of clients, we easily recognize the patternsd and pitfalls that have set you up to fail. We have a good understanding of what works, and what doesn't. We respect the customers lifestyle and preferances when offering suggestions and options. We will never tell you what to do. We know our clients can make the best decisions for themselves once they understand their big picture. We are an unbiased source.
Congratulations if you are ready to work with us!
Get ready to step up to then next level of your life!
STEP 1: If you would like a free consultation - call or email us to schedule your 30 minute video conference call. You will be emailed a link and that link will automatically download Zoom for you to particpate.There is no cost for the program or fee for the consultation. After booking you will be emailed a reference form for your completion that gives us information to refer to during our consultation..
The purpose of the consultation is to gage all aspects of your current financial situation and verify that we have helped with similar challenges and have solutions that are proven effective. It will be informal as our number #1 priority is for you to feel comfortable. You will be encouraged to ask any questions you have of us so we can both gage that we would be a good fit to work together.
STEP 2: After the consultation you will either book your appointment or if you need time to process the information, we will follow up with you to book your appointment. We offer appointments on weekdays, evenings and weekends for our client's convenience.
STEP 3: We will send you a confirmation email of our appointment details and the list of documentation you will be required to gather in order for us to provide service.
STEP 4: We meet with you in your own home or place of business for approximately 4-6 hours. And yes we know that may seem long but TRUST US! It is far more effective and efficient this way for you and it the time passes very quickly. We will book 2 follow up appointments att his point. Payment is made upon completion of the appointment.
STEP 5: Within 24 hours you will receive your final documentation from the appointment including a receipt with our HST number..
STEP 6: The Money Counsellor will follow up twice to support you during the transition from your previous routine to the new.
At any time, if you have a question or need a referral to a financial or wellness professional you can trust, The Money Counsellor provides unlimited support to all clients for 1 full year.