What is a Financial Coach?
I'm so glad you asked! Think of me like a personal trainer - but for your bank account. As your financial coach & educator, I help you build financial strength, uncover what’s holding you back, and teach you the money stuff no one ever taught you. Together, we’ll create a personalized plan that fits your life and your values while also helping you build wealth in places you may have never thought possible.
What is a Financial Coach?
I'm so glad you asked! Think of me like a personal trainer - but for your bank account. As your financial coach & educator, I help you build financial strength, uncover what’s holding you back, and teach you the money stuff no one ever taught you. Together, we’ll create a personalized plan that fits your life and your values while also helping you build wealth in places you may have never thought possible.
"Best investment I ever made!"
"As a new business owner in Canada, the world of finance can be very complicated and difficult to find someone to trust. Thankfully, I found Alanna who taught me how to organize my personal and business finances, and helped me actually invest in my RRSP (it was sitting in cash the whole time and I had no idea!) I’m seeing my Net Worth grow every month. She’s super knowledgeable, personable, and is one of the best personal and business investments I ever made.”
- Iris Serbanescu, Owner of wmnsWRK
"Best investment I ever made!"
"As a new business owner in Canada, the world of finance can be very complicated and difficult to find someone to trust. Thankfully, I found Alanna who taught me how to organize my personal and business finances, and helped me actually invest in my RRSP (it was sitting in cash the whole time and I had no idea!) I’m seeing my Net Worth grow every month. She’s super knowledgeable, personable, and is one of the best personal and business investments I ever made.”
-Iris Serbanescu, Owner of wmnsWRK
Your Coaching Options
Financial Focus
$570
3 sessions over 3 months
Includes worksheets + session notes
Custom roadmap based on your financial goals
(Payment Plans Available)
BEST VALUE!
Financial Overhaul
$1,080
6 sessions over 6 months
Full deep-dive into all major areas of financial health
Includes worksheets, accountability, & session notes
(Payment Plans Available)
Financial Audit is Best For:
You don't know where to start.
You have blind spots in your finances and are seeking an unbiased expert's perspective.
Past coaching clients that just need a check-in.
Financial Focus is Best For:
You want a clear plan for how to pay off debt/manage cash flow OR a review of your investments.
You need accountability and support when it comes to getting shit done.
Financial Overhaul is Best For:
You’re ready to build a solid, sustainable foundation that will help you reach your goals faster.
You want a clear, actionable plan to pay off debt, manage cash flow, and start investing with confidence.
You feel stuck or like you’re not gaining traction with your money.
You’re navigating a major life transition and want to make smart, informed financial decisions.
You’re committed to lasting change—and you want the structure, support, and accountability to get there.
Your Coaching Options
Financial Audit is Best For:
You don't know where to start.
You have blind spots in your finances and are seeking an unbiased expert's perspective.
Past coaching clients that just need a check-in.
Financial Focus
$570
3 sessions over 3 months
Includes worksheets + session notes
Custom roadmap based on your financial goals
(Payment Plans Available)
Financial Focus is Best For:
You want a clear plan for how to pay off debt/manage cash flow OR a review of your investments.
You need accountability and support when it comes to getting shit done.
Financial Overhaul
$1,080
6 sessions over 6 months
Full deep-dive into all major areas of financial health
Includes worksheets, accountability, & session notes
(Payment Plans Available)
Financial Overhaul is Best For:
You’re ready to build a solid, sustainable foundation that will help you reach your goals faster.
You want a clear, actionable plan to pay off debt, manage cash flow, and start investing with confidence.
You feel stuck or like you’re not gaining traction with your money.
You’re navigating a major life transition and want to make smart, informed financial decisions.
You’re committed to lasting change—and you want the structure, support, and accountability to get there.
What Happens in Coaching?
I take you on a journey to help you finally get your financial shit together without judgment, overwhelm, or the confusing jargon. Depending on the coaching package you choose, here’s what we can dig into:
1.💡 Unbiased financial education with a personalized plan to build wealth
2. 💳 Improving your credit score to save thousands in interest
3. 🔍 A deep-dive financial audit that uncovers the blind spots (insurance, Wills etc)
4. 🧾 A review of your Net Worth and a deep dive into those sneaky money leaks you didn’t even know existed
5. 📊 Understanding where your money goes & building a plan that's in line with your goals
6. 💸 Kicking debt to the curb - for good
7. 📈 Understanding your investments so you can put $1,000+ back in your pocket
8. 🛋️ Preparing for retirement - your way
9. 🤝 Ongoing support & accountability so you’re never doing this alone
.... and oh, so much more!
What Happens in Coaching?
I take you on a journey to help you finally get your financial shit together without judgment, overwhelm, or the confusing jargon. Depending on the coaching package you choose, here’s what we can dig into:
1.💡 Unbiased financial education with a personalized plan to build wealth
2. 💳 Improving your credit score to save thousands in interest
3. 🔍 A deep-dive financial audit that uncovers the blind spots (insurance, Wills etc)
4. 🧾 A review of your Net Worth and a deep dive into those sneaky money leaks you didn’t even know existed
5. 📊 Understanding where your money goes & building a plan that's in line with your goals
6. 💸 Kicking debt to the curb - for good
7. 📈 Understanding your investments so you can put $1,000+ back in your pocket
8. 🛋️ Preparing for retirement - your way
9. 🤝 Ongoing support & accountability so you’re never doing this alone
.... and oh, so much more!
Financial Overhaul Program Return On Investment
Average results based on Financial Overhaul program as of April 15, 2025. Results may vary depending on your financial situation.
Financial Overhaul Program Return On Investment
Average results based on Financial Overhaul program as of April 15, 2025. Results may vary depending on your financial situation.
What Other Broads Are Saying...
“I became more confident with my finances, and my decisions are finally aligned with my goals.”
Christine, Senior Projects Manager
“I now feel empowered to make informed decisions about my finances.”
Tania, CEO
“Alanna helped me feel confident in managing my own money."
Laura, Owner of Di Nardo Travel
What Other Broads Are Saying...
“I became more confident with my finances, and my decisions are finally aligned with my goals.”
Christine, Senior Projects Manager
“I now feel empowered to make informed decisions about my finances.”
Tania, CEO
“Alanna helped me feel confident in managing my own money."
Laura, Owner of Di Nardo Travel
Hey, I'm Alanna!
I’ve been coaching for the past 10+ years and have been helping thousands of Canadians achieve their financial goals faster than imaginable. I started Broad Money with the goal of empowering women+ to take control over their financial futures and to provide them with support and guidance along the way. I want to help you make money while you sleep, and I do this using personalized and actionable strategies that work. Let me help you kick ass and conquer your finances with a roadmap that gets you results. Not only will you receive my financial knowledge and know-how, but I tailor each of my coaching sessions with your financial goals in mind, making sure that we’re working towards the financial success that you’re looking for.
Book Your Session Now
Ready to start making money while you sleep?
Once you've paid for your session, you'll be directed to my calendar where you can book in a time that works for you.
Hey, I'm Alanna!
I’ve been coaching for the past 10+ years and have been helping thousands of Canadians achieve their financial goals faster than imaginable. I started Broad Money with the goal of empowering women+ to take control over their financial futures and to provide them with support and guidance along the way. I want to help you make money while you sleep, and I do this using personalized and actionable strategies that work. Let me help you kick ass and conquer your finances with a roadmap that gets you results. Not only will you receive my financial knowledge and know-how, but I tailor each of my coaching sessions with your financial goals in mind, making sure that we’re working towards the financial success that you’re looking for.
Book Your Session Now
Ready to start making money while you sleep?
Once you've paid for your session, you'll be directed to my calendar where you can book in a time that works for you.
Copyrights 2025 | Broad Money | Terms of Service
Copyrights 2025 | Broad Money | Terms of Service