The first cohort will begin in September 2021. Feel free to book a one-time financial wellness session to see if WellSpent is right for you.

Frequently asked questions

What is a Financial Wellness Plan?

A Financial Wellness Plan is a financial plan that's made specifically for someone who wants to live a non-traditional life. It's an action-oriented game plan to help you take control of of your work, wealth, and wellbeing over the next 6-12 months. This plan is focused on cash flow and debt management. There is no little-to-no investment or tax advice, as it is not my area of expertise. If you are looking for support specifically for investment or tax advice, we can refer you to other professionals who can take care of you. You will find a dynamic, customized budget, cash flow tracker, debt repayment plan, action plan, and progress tracker. This plan is made to be dynamic; to change as your life constantly changes.

Can I choose to work with you on an ongoing basis?

Yes you can! Many clients find a lot of value in working with a CFP and Financial Coach on a regular basis. Some clients meet with me quarterly while others meet annually. This is ideal for those who value accountability, a soundboard, and ongoing support. It's ideal for the person who is continuously looking for ways to improve themselves. There are always ways to play bigger when it comes to our work, wealth, and wellbeing.

How do we meet?

All meetings will be done virtually through video call (Zoom).

How long do I have to use my financial wellness sessions?

For those who sign up for Expansion or Transformation, it is recommended to have your financial wellness sessions once per week, to continue building momentum. However, if meeting every week is a challenge, you have 12 months from that date that you sign up to use all of your financial wellness sessions.

Do you give investment and tax advice?

WellSpent intentionally chooses not to give any specific investment or tax advice. If you need help primarily with investment advice or tax advice, we will gladly refer you to other professionals that can take care of you and your financial needs.

I would like to meet you with my partner. Is that possible?

The plans mentioned above are tailored towards individuals. However, there is a lot of benefit and growth to working with a Financial Coach with your partner. Sign up for a one-time financial wellness session and come with your partner. In the future, we will offer specific programs for couples.

I don't live in Canada. Can I still work with WellSpent?

Yes you can! Our relationship with money is not restricted to a country or a Tax Act. Creating meaningful changes towards financial freedom can be done, regardless of where you live. Just note that we are unable to give specific banking, investing, and tax advice to anyone outside of Canada.

I still have questions. Is there someone I can talk to before I enroll?

Feel free to connect with me for a 30-minute chat to see if WellSpent is a good match for you. Don't worry, there won't be a sales pitch at the end ;)