Simple conversation • clear options • next step you can act on
Work with me
If you want clarity on what to do next — whether it’s savings, protection, or planning — we’ll keep it practical and easy to follow.
1) Quick clarity call (10–15 min)
A fast conversation to understand your situation and point you to the right starting place.
2) Planning session (30–45 min)
We organize options, compare trade-offs, and choose a next step you feel confident about.
3) Ongoing support (as needed)
For people who want check-ins, updates, and support when life changes.
4) For business owners
Planning that considers taxes, cashflow, and business protection — explained simply.
What we can talk about
TFSA / FHSA / RRSP basics (simple, Canada-focused)
Protection planning (what you need, what you don’t)
Family planning and long-term structure (explained clearly)
Debt + cashflow organization (practical steps)
Business planning (incorporated + retained income situations)
Travel coverage and visitor planning (clear starting point)
How it works
Step 1
You share your goal + current situation (2–3 minutes).
Step 2
I organize the options and explain what matters.
Step 3
You choose a next step — simple and clear.
Ready to start?
If you prefer fast, message me on WhatsApp. If you want something structured, use the form.
Good to know
No pressure
You’ll never be pushed into something you don’t understand.
Plain English
We keep it simple — no jargon, no confusion.
Your pace
You decide what to do and when to do it.
Tip: If you’re not sure what you need, start with the quick starting point.