Clarity in One Hour.

Confidence for Years.

A one‑time, 1‑hour personalized coaching session that gives you total clarity, control, and direction. Without shame, judgement, or overwhelm.

Trusted by 1,000+ Canadians to gain clarity, confidence, and control over their money.

Clarity in One Hour.

Confidence for Years.

A one‑time, 1‑hour personalized coaching session that gives you total clarity, control, and direction. Without shame, judgement, or overwhelm.

Trusted by 1,000+ Canadians to gain clarity, confidence, and control over their money.

The Financial Audit Is Where Clarity Begins.

In this one‑hour, 1:1 session, we walk through Phase 1 of my coaching framework: Know Your Numbers™.

This phase is designed to help you understand exactly where you stand, uncover hidden blind spots, and remove the fear, shame, and confusion around money.

Phase 1: Know Your Numbers™

(Phase 1 of the Broad Money Coaching Framework)

What We Review:

  • Full financial audit including wills & POA, credit score, beneficiaries, insurance, and net worth

  • Assessment of financial confidence, literacy, and stressors

  • Discussion of short‑, mid‑, and long‑term goals (1, 5, 10 years)

  • Clear review of your net worth and current financial reality

By the end of Phase 1, you will:

  • Know exactly where your money is and how it’s working for you

  • Remove shame, fear, and confusion around finances

  • Identify quick‑win opportunities you can act on immediately

This phase lays the groundwork for what comes next, whether you choose to continue coaching or take action on your own.

Phase 1: Know Your Numbers™

(Phase 1 of the Broad Money Coaching Framework)

What We Review:

  • Full financial audit including wills & POA, credit score, beneficiaries, insurance, and net worth

  • Assessment of financial confidence, literacy, and stressors

  • Discussion of short‑, mid‑, and long‑term goals (1, 5, 10 years)

  • Clear review of your net worth and current financial reality

By the end of Phase 1, you will:

  • Know exactly where your money is and how it’s working for you

  • Remove shame, fear, and confusion around finances

  • Identify quick‑win opportunities you can act on immediately

This phase lays the groundwork for what comes next, whether you choose to continue coaching or take action on your own.

"From stagnant to growing, Broad Money made the difference."

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!

- Lily, IT Consultant

This Is For Women Who Know They Should Feel More Confident About Their Money.

This Session Is For You If You Are:

Feeling Overwhelmed, Behind, Or Unsure Where To Start Financially.

Aware There Are Blind Spots But Can’t Identify Them Alone.

Wanting An Unbiased, Expert Set Of Eyes On Your Finances.

A Past Coaching Clients Who Want a Financial Check-In.

"From stagnant to growing, Broad Money made the difference."

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!

- Lily, IT Consultant

This Is For Women Who Know They Should Feel More Confident About Their Money.

This Session Is For You If You Are:

This Is For Women Ready To Reclaim Control Of Their Money.

And Their Life.

Feeling Overwhelmed, Behind, Or Unsure Where To Start Financially.

Aware There Are Blind Spots But Can’t Identify Them Alone.

Wanting An Unbiased, Expert Set Of Eyes On Your Finances.

A Past Coaching Clients Who Want a Financial Check-In.

No More Guilt. No More Outsourcing Your Power.

Just Calm, Clarity, And A Financial Plan That Actually Works.

After One Session,

You’ll Have More Than Answers.

You’ll Have Direction.

  • A Full Financial Audit

  • A Personalized Net Worth Statement

  • Customized Session Notes Specific To Your Situation

  • Clear Next Steps And Priority Actions

  • Confidence To Move Forward Intentionally

Real People. Real Clarity.

By The End Of 12 Months, You’ll Have More Than Money.

You’ll Have A Transformation.

  • Completed Will and Power of Attorney With Updated Beneficiaries

  • Proper Life Insurance That Protects Your Future

  • Clear Understanding of Your Credit Score and How to Improve It

  • A Cash-Flow System That Matches Your Lifestyle

  • Low-Fee Investments You Understand and Can Grow Confidently

  • A Debt Strategy That Gets Real Results

  • Financial Report Showing Your Progress Over the Year

  • Skills, Knowledge, and Confidence to Make Smart Money Decisions for Life

By The End Of 6 Months,

You’ll Have More Than Clarity.

You’ll Have Focus, Direction, And Momentum.

  • A full Financial Audit

  • A personalized Net Worth Statement

  • Customized session notes specific to your situation

  • Clear next steps and priority actions

  • Confidence to move forward intentionally

Real People. Real Clarity.

Real Women + Real Results.

Copyrights 2025 | Broad Money | Terms of Service

Copyrights 2025 | Broad Money | Terms of Service