Grab the free budget

We make money 

make sense.

Personal finance is confusing, but it doesn't have to be. Our mission is to help you create clear, actionable steps towards your financial goals so you can live life on your own terms.

View our coaching plans

How can a financial coach help me?

We're like personal trainers, but for your money. We start by getting to know you - where you're at, where you want to go, and why. Then, we map out a financial game plan to help you reach your goals. Whether you're looking to pay off debt, save for your first home, or understand how to invest - we've got you covered.

Our coaches are Certified Financial Planners® who teach, motivate, and keep you accountable throughout your journey.

View our coaching plans

Trevor & Katrina

We are nearly through our debt repayment and I can't wait to start investing to see our money work for us.

 

Learn more about our coaching plans

How we make sense of your money

One-on-one support. An easy-to-follow plan. Zero judgment. Our coaching plans are designed to get to know you individually so we can tailor a plan to fit your needs.

1


🔍 GET ONBOARDED


You'll meet with your dedicated Certified Financial Planner® (CFP) for a comprehensive, 2-hour session to go through your current finances and set your money goals together.

 

2


🧭 VIEW YOUR PLAN


Your coach will deliver and walk you through your personalized step-by-step financial plan during an onboarding session and go through any questions you have.

 

3


🚀 IMPLEMENT & LEARN


You'll have your follow-up 1:1 session(s) with your dedicated financial coach and dive deeper into personalized teaching on debt repayment, saving, and investing. This is where we see huge wins!

 

Ready to get started?
Book a free money consult

Not your parents' financial planners.

The world has changed drastically and it’s hard to get ahead with the level of inflation millennials are facing. We think financial planning should be inclusive and accessible, whether you’re just starting out on your money journey or an established saver.

We want to help you achieve all the things you think are out of reach, let us show you how.

It's getting a lot harder to get ahead.

The cost to live has increased over 30% from 2018 to 2021 for a single millennial, one-bedroom renter, transit commuter. It's no wonder it's so difficult to make ends meet and also save and invest. It's time to get a real plan in place so you can get ahead. 

* Cost of Living includes: Rent, phone, internet, groceries, entertainment, fitness, transit

View our coaching plans

Grab the FREE budget template

Get ready to take control of your finances with this budgeting template we use with our clients.