Clarity in One Hour.
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.
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.
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.
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.
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.
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!




"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!
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.
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.
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
Copyrights 2025 | Broad Money | Terms of Service
Copyrights 2025 | Broad Money | Terms of Service