A lot of people don't realize that the underlying stress and anxiety in their life is caused by financial troubles or worries, and I help people solve that.
I help by providing insights and hope through one-on-one coaching. I will provide the tools, resources and support the client needs to improve their personal finances.
The Process:
Start where you are --> Education --> Knowledge --> Action --> Confident Living
For a detail description of the engagement process, please check this blog.
Here are some examples:
Am I saving enough?
How do I pay off my debt?
Am I going to be financially okay?
What can I do to put the financial odds in my favour?
How do I pay fewer taxes during my lifetime and when I am gone?
Do I follow a financial plan that meets my goals?
Does my spending match my values?
Do I have an adequate Will?
Do I have enough insurance?
Do I know how to invest wisely?
How long will my money last?
Which of my assets should I spend first when I retire?
When should I take my government benefits?
Will I be a financial blessing or burden for them one day if I have kids?
Do I have enough saved for my kids’ education?
How much inheritance will remain for my loved ones? For my favourite charity?
I inherited significant wealth. How do I make the best use of this new wealth?
If I must go today, is my financial house in order?
My coaching helps my clients find clarity in their financial goals and confidence to achieve their dream financial future. My approach is a combination of my work experience (more details in my LinkedIn profile here), qualifications and personal life experiences. I am an independent self-employed professional, which allows me to be objective when I recommend a solution as I am detached from other influences. Hence, I can look at what is best for you without selling you on anything in particular.
The first consultation is free to determine how I can help you. The most important thing in that first meeting is determining whether we can work together and how I can meet your needs. Because I operate as a sole proprietor and have a low operating cost, my price is reasonable.
The investment in getting Money Coaching pays dividends for the rest of your life. You will have in a plan that you know you can implement and you will have confidence in your financial future.
Money Coach JM is passionate about helping clients from all walks of life live confidently and achieve financial success. Our clientele is diverse, encompassing individuals ready for change and from varied age groups, including Generation Next, who have inherited substantial wealth. We have developed a noteworthy reputation among professionals, particularly those in the healthcare field, such as physicians, educators like teachers and university professors, and civil servants working for municipalities or government institutions. Our tailored coaching services address clients’ unique financial challenges and opportunities, providing personalized strategies to help them manage their wealth effectively, make informed investment decisions, and secure their financial future. Whether navigating a sudden inheritance or seeking to build a robust financial plan, Money Coach JM guides you every step, ensuring you live your life confidently and succeed in your financial goals.
The reason I chose to become a Money Coach is to help others and be of service. I believe that you will find me trustworthy once we meet and we get to know each other. To remain objective, I operate independently as a self-employed professional. I do not sell financial products as part of my practice. This allows me to stay detached and objective when I look at my clients’ needs and best serve them.
I work with my clients online through Zoom. Since I interact with my clients online, they can reach me, and I can serve them from anywhere. Geographically, I serve clients in every province from all across Canada.
Start here to book a free consultation.