What does a financial counsellor do?
Let’s say you want to lose weight. You can join a gym or try a new diet. For some, this will work. But most people won’t succeed on their own.
Your other option is to hire a personal trainer to guide and motivate you and give you specific strategies to help you lose weight. Their job is to help you learn what will work best to meet your fitness goals and provide accountability, so you stay on track. A personal trainer will also help you to identify the barriers to your fitness goals.
I provide the same services for your finances.
Can you help me fix my credit?
Yes. I’ll teach strategies you can use that will clean up your credit report and transform it into one that you’d be proud to share.
Will I have to buy your investments products?
I don’t sell investment products. You pay for my knowledge and expertise up front and there are no hidden costs. My goal is to give you unbiased and impartial financial counselling advice.
Can you help me even if I have a lot of debt?
Yes. There are about 7-8 ways that you can pay off your debts. I will counsel you on which way is the best for you, based on your unique situation.
Warning: Side effects may include restful night’s sleep, money in the bank, and winter breaks in tropical countries.
Will I have to give up the things that I enjoy most?
Not necessarily. Most times I am able to find money in my clients’ budget for them to enjoy the things that they truly love.
Do I need to be good at math to work with you?
If you can add 2 + 2, then I can help you.
Do we have to meet in person for our sessions?
No. In fact, most clients prefer virtual meetings or the phone/email option since it’s easier to fit into their schedule.