Get Set:

The Get Set builds on your ultimate financial future so that you can have all the skills and feel completely confident with your money. During our 7 months together, you’ll learn everything I teach in my Get Ready program, but also much more about your long term financial health. I’ll support you in a crash course on credit scores, net worth, retirement, and even investing! (Don’t worry if you have no idea what any of that means either - that’s the point!)

If you find yourself saying things like: I’m worried about my financial future, how do I prepare responsibly for retirement? I have no idea what any of this financial jargon means, am I missing out? I can’t balance debt pay off and live the life I want so I guess I’ll just always be unhappy.

This program is for you!

The Get Set program is a total money makeover. You’ll learn all the basics of money management AND dive much deeper into your financial life.

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We’ll talk about how you think and feel about money, discovering what ‘money archetype’ or ‘money personality’ you have and how it might affect your spending habits.

We’ll create custom money goals and implement sustainable step by step strategies to help you reach them.

We’ll talk about your long term financial health and the best ways to reach your long term financial goals (like retirement!)

I’ll also give you a crash course in ALL things ‘financial adult’ including credit scores, net worth and even investing!

To see real changes in your finances, it takes long-term commitment and dedication. By the end of this Get Set Program, you can expect to see your hard work pay off in the numbers! Together, with my 1:1 support, you’ll be well on your way to making your financial goals a reality!

The Get Set program is for you if…

  • You are making a good income, but have no idea where it’s going

  • You are working hard to pay off debt but feel like you’re getting nowhere

  • You’re ready to take responsibility for your financial future

  • You’re ready to be successful and confident with your money decisions

  • You want a step-by-step, total, and complete, financial overhaul of your life

  • You’re ready to Get Your Financial Sh*t Together and actually live a life you love

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Imagine in 7 months you…

Have confidence and clarity when it comes to your finances

  • Stop living pay cheque to pay cheque

  • Actually have a savings account (WITH MONEY INSIDE IT!)

  • Have a plan you KNOW is going to pay off ALL your debt

  • Are no longer embarrassed to talk about money with friends or family

  • Are no longer ‘faking it’ and ACTUALLY UNDERSTAND all that confusing financial jargon!

Live a balanced and healthy financial life

  • Reign in your spending and understand where your money is actually going

  • Use your credit card responsibly

  • Are paying off your debt and reaching your money goals (WITHOUT SACRIFICING YOUR SOCIAL LIFE!)

  • Feel like a REAL 'financial adult’, with their sh*t together

Are excited about your financial future

  • Know exactly how to save for that big vacation, wedding, house, or other expense

  • Know how to realign your spending with your core values, even when big life changes might happen

  • Understand how investing works (and how to do it)!

  • Know the importance of retirement planning, and actually have a plan for it

What’s Included?

  • 90 minute Financial Assessment Session - Get Your Financial Sh*t Together ‘GYST’

  • In-depth pre-session discovery questionnaire

  • 4 x 60 minute weekly sessions during the first month

  • 12 x 60 minute bi-weekly session during the remaining 6 months

  • Personalized Sustainable Budget

  • Debt Payoff Plan

  • A shared google drive with access to your documents, worksheets and action items in one place

  • Access to exclusive worksheets and exercises designed to keep you on track and working towards your healthy financial future!

  • 7 Month Access to [Some type of Instant messaging system]

1 [90-Min Financial Assessment Session - Get Your Financial Sh*t Together ‘GYST’]

In this session, we will:

  • Understand your money mindset! We'll dive into your current relationship with money: what makes you scared, what makes you excited, and where you want to go next

  • Explore your financial goals & dreams and talk about how we can get there

  • Create a sustainable budget that INCLUDES those goals & dreams

  • Create a plan to payoff your debt (AND figure out how you’re actually going to live with it!)

You’ll Receive:

  • In-depth pre-session discovery questionnaire

  • Personalized Sustainable Budget

  • Debt Payoff Plan

4 [60-Min Weekly Sessions]

12 [60-Min Biweekly Sessions]

During these sessions we will:

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  • Implement your personalized sustainable budget

  • Understand your debt story and start working with your debt payoff plan

  • Understand your money goals and implement saving strategies to meet them

  • Discover your money archetype and stop it from sabotaging your success

  • Figure out your money blocks and how to knock them down

  • Develop healthy money habits that will last

  • Track your goal progress and sort out what works and what doesn’t for your personal savings plan

  • Learn what keeps you accountable and on track for your long-term financial success

  • Talk about retirement and saving for long-term goals

  • Learn about your net worth, & credit score: what they mean and how they affect your life

  • AND understand the basics of investing, to help you make the most of your financial future!

You’ll also get:

A shared google drive with access to your documents, worksheets and action items in one place

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Access to exclusive worksheets and exercises designed to keep you on track and working towards your healthy financial future!

Investment: $2,205 Paid in full at start of program or monthly instalments of $350