Client Success Stories
Client Success Stories
Client Success Stories
Client Success Stories
As a new business owner, Alanna helped me organize both personal and business finances and guided me to properly invest my RRSP. My net worth is now growing monthly. She’s super knowledgeable, personable, and is one of the best personal and business investments I ever made.
Working with Alanna gave me the tools, clarity, and confidence to take control of my finances. Her empowering, personalized approach helped me build a clear financial roadmap. I felt supported at every step.
Alanna’s supportive coaching helped me go from financially uncertain to debt-free, saving, and investing with purpose. Her guidance empowered me as a Black woman to build wealth for myself and my community.
Alanna’s patient, no-nonsense coaching made investing feel manageable. I now feel confident managing my money and reaching my goals. Her guidance has already paid off in investment gains.
Alanna’s patient and supportive coaching made complex financial topics easy to understand. I’ve gained the confidence and skills to take control of my finances and work toward financial freedom.
If you're sitting on the fence about working with her, just do it. She's a straight shooter and will help you reach your financial goals faster than you could ever imagine. After working with Alanna over the last two years, we were recently able to turn our dreams into reality and just moved into our first home.
I love working with Alanna! She’s all substance, no fluff. She’s helped me understand money in a way that actually sticks. In just 5 months, my net worth is up $10K, I’m managing and investing smarter, and I finally feel confident negotiating with banks. Honestly, hiring her was one of the smartest financial moves I’ve ever made.
Working with Alanna at Broad Money has been a game changer. I finally gained clarity and confidence around my finances. She makes everything approachable, judgment-free, and actually easy to understand. Whether it’s budgeting, credit scores, or planning for the future and investments, she gives you the tools to truly take control. I feel more grounded, confident, and capable in my financial life than ever before. I cannot recommend her more highly.
Alanna is the best financial expert/advisor I’ve ever worked with. I genuinely feel like she has my best interests in mind and comes from a place of understanding and care. She is so knowledgeable and helpful!
Alanna breaks down finances in a way that actually makes sense. She's always been super supportive and never made me feel overwhelmed. Her practical, supportive coaching helped me feel confident, in control, and on track with my financial goals.
Alanna is such an incredible resource regardless of your level of financial knowledge. Her coaching program is full of REAL value tailored to your needs and circumstances. I could not recommend her enough.
Absolute game changer. What took me years to understand and a mental block to work on, was resolved in a few sessions with Alanna. I couldn't be happier with the time we have spent together.
Alanna provided clear, personalized guidance that helped me build financial confidence and independence. Her approachable coaching gave me tools to make sound decisions and grow my finances.
Alanna is fantastic! She breaks things down so you understand your finances and investments. She makes you feel empowered. Can't say enough on how she educates you and provides sound advice.
The financial decisions I made from coaching truly surprised me as my money is now making more of itself instead of staying stagnant. There are many financial aspects in our lives we may not be aware of if we do not have a financial coach. I highly recommend Broad Money!
Alanna is an outstanding personal finance coach and educator. She combines her deep expertise and professionalism with genuine care for her clients’ financial wellbeing. Alanna empowers you with clear, actionable knowledge and the motivation to take charge of your finances, making even complex topics feel approachable and manageable.
Alanna is amazing and I would 100% recommend her to anyone trying to learn about investing and take control of their finances. She breaks things down into easy, digestible information. The resources she provides are both educational and motivating. After just a few sessions, you will already feel more confident and like your money is finally working for you. Meet with her today, you will not regret it.
As a new business owner, Alanna helped me organize both personal and business finances and guided me to properly invest my RRSP. My net worth is now growing monthly. She’s super knowledgeable, personable, and is one of the best personal and business investments I ever made.
Working with Alanna gave me the tools, clarity, and confidence to take control of my finances. Her empowering, personalized approach helped me build a clear financial roadmap. I felt supported at every step.
Alanna’s supportive coaching helped me go from financially uncertain to debt-free, saving, and investing with purpose. Her guidance empowered me as a Black woman to build wealth for myself and my community.
Alanna’s patient, no-nonsense coaching made investing feel manageable. I now feel confident managing my money and reaching my goals. Her guidance has already paid off in investment gains.
Alanna’s patient and supportive coaching made complex financial topics easy to understand. I’ve gained the confidence and skills to take control of my finances and work toward financial freedom.
If you're sitting on the fence about working with her, just do it. She's a straight shooter and will help you reach your financial goals faster than you could ever imagine. After working with Alanna over the last two years, we were recently able to turn our dreams into reality and just moved into our first home.
Alanna breaks down finances in a way that actually makes sense. She's always been super supportive and never made me feel overwhelmed. Her practical, supportive coaching helped me feel confident, in control, and on track with my financial goals.
Alanna is such an incredible resource regardless of your level of financial knowledge. Her coaching program is full of REAL value tailored to your needs and circumstances. I could not recommend her enough.
Absolute game changer. What took me years to understand and a mental block to work on, was resolved in a few sessions with Alanna. I couldn't be happier with the time we have spent together.
Alanna provided clear, personalized guidance that helped me build financial confidence and independence. Her approachable coaching gave me tools to make sound decisions and grow my finances.
Alanna is fantastic! She breaks things down so you understand your finances and investments. She makes you feel empowered. Can't say enough on how she educates you and provides sound advice.
The financial decisions I made from coaching truly surprised me as my money is now making more of itself instead of staying stagnant. There are many financial aspects in our lives we may not be aware of if we do not have a financial coach. I highly recommend Broad Money!
As a new business owner, Alanna helped me organize both personal and business finances and guided me to properly invest my RRSP. My net worth is now growing monthly. She’s super knowledgeable, personable, and is one of the best personal and business investments I ever made.
Working with Alanna gave me the tools, clarity, and confidence to take control of my finances. Her empowering, personalized approach helped me build a clear financial roadmap. I felt supported at every step.
Alanna’s supportive coaching helped me go from financially uncertain to debt-free, saving, and investing with purpose. Her guidance empowered me as a Black woman to build wealth for myself and my community.
Alanna’s patient, no-nonsense coaching made investing feel manageable. I now feel confident managing my money and reaching my goals. Her guidance has already paid off in investment gains.
Alanna’s patient and supportive coaching made complex financial topics easy to understand. I’ve gained the confidence and skills to take control of my finances and work toward financial freedom.
If you're sitting on the fence about working with her, just do it. She's a straight shooter and will help you reach your financial goals faster than you could ever imagine. After working with Alanna over the last two years, we were recently able to turn our dreams into reality and just moved into our first home.
Alanna breaks down finances in a way that actually makes sense. She's always been super supportive and never made me feel overwhelmed. Her practical, supportive coaching helped me feel confident, in control, and on track with my financial goals.
Alanna is such an incredible resource regardless of your level of financial knowledge. Her coaching program is full of REAL value tailored to your needs and circumstances. I could not recommend her enough.
Absolute game changer. What took me years to understand and a mental block to work on, was resolved in a few sessions with Alanna. I couldn't be happier with the time we have spent together.
Alanna provided clear, personalized guidance that helped me build financial confidence and independence. Her approachable coaching gave me tools to make sound decisions and grow my finances.
Alanna is fantastic! She breaks things down so you understand your finances and investments. She makes you feel empowered. Can't say enough on how she educates you and provides sound advice.
The financial decisions I made from coaching truly surprised me as my money is now making more of itself instead of staying stagnant. There are many financial aspects in our lives we may not be aware of if we do not have a financial coach. I highly recommend Broad Money!
As a new business owner, Alanna helped me organize both personal and business finances and guided me to properly invest my RRSP. My net worth is now growing monthly. She’s super knowledgeable, personable, and is one of the best personal and business investments I ever made.
Working with Alanna gave me the tools, clarity, and confidence to take control of my finances. Her empowering, personalized approach helped me build a clear financial roadmap. I felt supported at every step.
Alanna’s supportive coaching helped me go from financially uncertain to debt-free, saving, and investing with purpose. Her guidance empowered me as a Black woman to build wealth for myself and my community.
Alanna’s patient, no-nonsense coaching made investing feel manageable. I now feel confident managing my money and reaching my goals. Her guidance has already paid off in investment gains.
Alanna’s patient and supportive coaching made complex financial topics easy to understand. I’ve gained the confidence and skills to take control of my finances and work toward financial freedom.
If you're sitting on the fence about working with her, just do it. She's a straight shooter and will help you reach your financial goals faster than you could ever imagine. After working with Alanna over the last two years, we were recently able to turn our dreams into reality and just moved into our first home.
I love working with Alanna! She’s all substance, no fluff. She’s helped me understand money in a way that actually sticks. In just 5 months, my net worth is up $10K, I’m managing and investing smarter, and I finally feel confident negotiating with banks. Honestly, hiring her was one of the smartest financial moves I’ve ever made.
Working with Alanna at Broad Money has been a game changer. I finally gained clarity and confidence around my finances. She makes everything approachable, judgment-free, and actually easy to understand. Whether it’s budgeting, credit scores, or planning for the future and investments, she gives you the tools to truly take control. I feel more grounded, confident, and capable in my financial life than ever before. I cannot recommend her more highly.
Alanna is the best financial expert/advisor I’ve ever worked with. I genuinely feel like she has my best interests in mind and comes from a place of understanding and care. She is so knowledgeable and helpful!
Alanna breaks down finances in a way that actually makes sense. She's always been super supportive and never made me feel overwhelmed. Her practical, supportive coaching helped me feel confident, in control, and on track with my financial goals.
Alanna is such an incredible resource regardless of your level of financial knowledge. Her coaching program is full of REAL value tailored to your needs and circumstances. I could not recommend her enough.
Absolute game changer. What took me years to understand and a mental block to work on, was resolved in a few sessions with Alanna. I couldn't be happier with the time we have spent together.
Alanna provided clear, personalized guidance that helped me build financial confidence and independence. Her approachable coaching gave me tools to make sound decisions and grow my finances.
Alanna is fantastic! She breaks things down so you understand your finances and investments. She makes you feel empowered. Can't say enough on how she educates you and provides sound advice.
The financial decisions I made from coaching truly surprised me as my money is now making more of itself instead of staying stagnant. There are many financial aspects in our lives we may not be aware of if we do not have a financial coach. I highly recommend Broad Money!
Alanna is an outstanding personal finance coach and educator. She combines her deep expertise and professionalism with genuine care for her clients’ financial wellbeing. Alanna empowers you with clear, actionable knowledge and the motivation to take charge of your finances, making even complex topics feel approachable and manageable.
Alanna is amazing and I would 100% recommend her to anyone trying to learn about investing and take control of their finances. She breaks things down into easy, digestible information. The resources she provides are both educational and motivating. After just a few sessions, you will already feel more confident and like your money is finally working for you. Meet with her today, you will not regret it.
What Changes When You Have Financial Coaching
Grow Net Worth
+$35,222
This is what happens when spending, debt, investing, and strategy finally work together instead of against each other.
More Money Every Month
+$1,823 /month
Clients free up real money every month without cutting out everything fun or feeling deprived.
Crushing Credit Card Debt
–$6,406
High-interest credit card debt stops running the show, freeing up cash for better goals.
Lines of Credit Reduced
–$9,032
Less reliance on borrowed money to get through the month and more financial breathing room.
Invest With Confidence
+11.84% annual return
Many clients were sitting in cash or ultra-conservative funds because they were afraid to invest. Coaching gave them the knowledge and confidence to invest in a way that matched their goals.
Pay Yourself First
+$693 /month
Clients stop overthinking and start investing consistently with a plan that actually makes sense for their life.
Lower Fees, Higher Returns
–1.44% MERs
Less money lost to unnecessary fees and more of your returns staying where they belong.
Better Credit Score
+22 points
Better credit means better options, lower interest, and more flexibility when life happens.
More Income Without More Work
+$5,141
Money starts working in the background instead of sitting idle or being misused.
Based on client results during a 6-month financial coaching engagement.
Individual results may vary. Investment results reflect changes in asset allocation, fees, and contribution behavior. Returns are not guaranteed.
Average Results of Coaching Clients
What Changes When You Have Financial Coaching
Grow Net Worth
+$35,222
This is what happens when spending, debt, investing, and strategy finally work together instead of against each other.
More Money Every Month
+$1,823 /month
Clients free up real money every month without cutting out everything fun or feeling deprived.
Crushing Credit Card Debt
–$6,406
High-interest credit card debt stops running the show, freeing up cash for better goals.
Lines of Credit Reduced
–$9,032
Less reliance on borrowed money to get through the month and more financial breathing room.
Pay Yourself First
+$693 /month
Many clients were sitting in cash or ultra-conservative funds because they were afraid to invest. Coaching gave them the knowledge and confidence to invest in a way that matched their goals.
Increase Monthly Investing
+$693 /month
Clients stop overthinking and start investing consistently with a plan that actually makes sense for their life.
Lower Fees, Higher Returns
–1.44% MERs
Less money lost to unnecessary fees and more of your returns staying where they belong.
Better Credit Score
+22 points
Better credit means better options, lower interest, and more flexibility when life happens.
More Income Without More Work
+$5,141
Money starts working in the background instead of sitting idle or being misused.
Based on client results during a 6-month financial coaching engagement. Individual results may vary. Investment results reflect changes in asset allocation, fees, and contribution behavior. Returns are not guaranteed.
Want To Be My Next Client Success Story?
You’ve seen the real stories. You’ve seen the results. The only thing missing? Your name on this list.
Want To Be My Next Client Success Story?
You’ve seen the real stories. You’ve seen the results. The only thing missing? Your name on this list.
Real Transformations, Real Results
Meet Erin and Steve. a Toronto couple with two little kids, a home, and a combined income of over $190,000 per year.
Before Coaching Started (Oct 2024)
$118,253 in high-interest consumer debt (avg 16.64%)
$42,739.97+/yr in interest charges
$7,082/month in debt payments 💳
Steve’s credit score: 636
Erin’s credit score: 731
Investment return making 2.83% 📉!
Kids’ education fund (RESP) sitting in cash 👶 (unbeknownst to them).
→
7 Months Later? (May 2025)
Debt consolidated into low interest loan
Saved $19,651/yr in interest charges
$2,603/month in debt payments 💳 ($4,479 saved EVERY month!) 😍
Steve’s credit score: 663 (+27🚀)
Erin’s credit score: 772 (+41🚀)
Investments now earning 8%+/yr 📈
Opened & contributing monthly to RESPs for both kids
These transformations aren't a mistake.
With some personalized guidance and coaching, your financial goals can become a reality.
Real Transformations, Real Results
Meet Erin and Steve. a Toronto couple with two little kids, a home, and a combined income of over $190,000 per year.
Before Coaching Started (Oct 2024)
$118,253 in high-interest consumer debt (avg 16.64%)
$42,739.97+/yr in interest charges
$7,082/month in debt payments 💳
Steve’s credit score: 636
Erin’s credit score: 731
Investment return making 2.83% 📉!
Kids’ education fund (RESP) sitting in cash 👶 (unbeknownst to them).
↓
7 Months Later? (May 2025)
Debt consolidated into low interest loan
Saved $19,651/yr in interest charges
$2,603/month in debt payments 💳 ($4,479 saved EVERY month!) 😍
Steve’s credit score: 663 (+27🚀)
Erin’s credit score: 772 (+41🚀)
Investments now earning 8%+/yr 📈
Opened & contributing monthly to RESPs for both kids
Erin said to me "we don't fight about Money anymore".
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