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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.
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.
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.
Do you give investment and tax advice?
WellSpent intentionally chooses not to give any specific investment or tax advice.
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.
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 ;)