Money Clarity Intensive
$325 CAD + HST | One-time private session
What this is?
One time private session
75 minutes via Zoom
Limited availability: 2 sessions per month
Payment required at Booking
Frequently Asked Questions
What if I’m not fully organized or don’t have all my financial documents ready?
Will you tell me what to do?
What if I need more than one session?
This is a one-time, focused session by design. If it becomes clear that additional support would be helpful, I can outline what options exist after the session. There is no expectation or obligation to continue, and this session won’t be extended or converted into ongoing coaching.
Is this session confidential?
Yes. This is a private, confidential coaching session. You’ll be asked to sign a confidentiality agreement before we meet so expectations are clear for both of us.
What if I need to reschedule or cancel?
What
if the issue I booked for no longer feels relevant?
This session is designed to work on the specific issue you
booked and prepared for. We won’t shift topics during the session.
If the original issue no longer feels relevant, you may choose to proceed with
the original focus or end the session early. The session fee is not
transferred, credited, or applied to a different topic or future session.
What will I leave the session with?
Is this financial planning or financial advice?
No. This session does not provide financial planning, investment advice, or tax advice, and it does not replace working with a licensed financial professional.
