Personalized Financial Coaching Sessions with Christine

Learn how to save, build an investment portfolio, eliminate debt and retire wealthy.

In today’s busy life, most people are worried about their jobs, their kids, and what to make for dinner. Planning for the future is usually last on the list. Most believe it is too difficult to understand all the ins and outs of the financial markets, how to save and plan for the future, and how to pay off their mortgage.

Let’s face it, you don’t know, what you don’t know!

Why not find out if you are in the right banking product, what alternatives are available for investing, lending or debt consolidation. Finally get an unbiased, personalized opinion and the professional guidance to improve your finances. Christine does not sell or endorse any bank or investment products or services. Instead she reviews your current financial situation, suggests alternative ways to improve and increase wealth, reduce debt and will show you specific tricks and techniques to payoff your mortgage faster.

Learn how to make money, save money, and have your assets grow.  Take control of your own financial life and create a path toward wealth and success. Here you can learn how to get the most out of your investments, how to build and protect assets, and even how to use the banks for your own benefit, not theirs.  Remember:  “If you are not happy about your financial situation, there is only one person who can change it – YOU!”

So, let’s get started. Let Christine be your Personal Finance Coach – working only for you.

There is absolutely no reason why you can’t fix your finances and retire debt free and wealthy !!

FOCUS SESSION 1:

  • Review of current financial situation, cash flow analysis, retirement review and projections.
  • Recommendations on how to improve saving strategies and reduce debt.
  • Taxation review.
  • Insurance and estate planning review.
  • Cash flow analysis and debt reduction plan.
  • Review of current credit situation. Cash-flow analysis and debt reduction plan.
  • Customized Spending and Savings Plan can be provided using Excel-Budget Tracker, (additional cost may apply).

INCLUDES:

  • Customized Financial Plan Report
  • Copy of book: How To Retire Debt Free & Wealthy
  • 90 minute conference call/ZOOM-call

FOCUS SESSION 2:

  • Review of current financial situation, cash flow analysis, retirement projections.
  • Investment Portfolio review with recommendations on strategies, fee structures, plus risk and return projections.
  • Alternative options and coaching on how to build wealth, invest and build a savings portfolio.
  • Taxation Review. Legacy Planning, Wills and POA discussions.
  • How to choose an Investment Advisor, what to look for, and an explanation of current investment and banking product offerings.

INCLUDES: 

  • Customized Investment Plan
  • Copy of book: How To Retire Debt Free & Wealthy
  • 90 minute conference call/ZOOM-call

*All information, discussions and recommendations are private and confidential. Absolutely no information is shared or will be given to anyone other than the client, (no exceptions). A privacy agreement will be provided and must be signed by the client in order to provide financial advice. Encrypted emails and system safeguards will be used to secure information and ensure that there is no unauthorized access or use. All information received will only be used for the purpose of our client report and then destroyed within a timely manner when no longer required. Your privacy and protection is our highest concern. Customized reports can be expected within 15 days after Focus Session, delivered by priority post or courier service.