If you have never worked with a financial advisor before, it might feel daunting.

What happens once we connect?  What if I don’t think we are a good fit?  What if I’ve wasted my money?

You want to reach out to talk about financial planning, but you have a lot of questions.

You’re not sure if I can help with your specific needs. Or maybe you’re curious about what you don’t even know.

This is your money. It’s personal. It’s private. Asking someone to help you get control of it can be paralyzing.

So you make excuses like:

  • What if it’s a waste of my money? I’m already underwater.
  • I’m so busy, I don’t know if I have the time.
  • I’d love to work with her, but we don’t live nearby.
  • How do I know who is a good financial advisor for me?

If you aren’t sure how a financial advisor can help you, it’s time to get out of Analysis Paralysis mode.

Book a 50 minute Consultation

Hesitate no more! I offer 50-minute consultations to answer questions just like these. In our call, we get to know each other a bit – and you can ask all of your questions so that you know whether working together will be beneficial for you.

It’s Completely Confidential

Before we discuss anything, you will receive a signed commitment to protecting your privacy so you know that everything we discuss will remain completely confidential.  Sometimes it turns out that we aren’t a good fit for a number of different reasons, and that’s 100% okay, that’s what this initial consultation is for.  Your money is a very important part of your life, and it’s important for you to have someone you trust the most to look after you for a while - it’s no fun switching things over a bunch of times.

No Contract Required

If we both agree that it makes sense to move forward, only then will an investment be made by you for building a plan to accomplish your goals.  There is not contract signed ever, because it’s important that you always feel that you are free to walk away at any time – I want my clients who stay with me because they are happy with the work we do together, not because there is some piece of paper binding us together.

We Meet Virtually

Don’t have time?  Not close by?  As long as we can meet virtually in Ontario, we can work together!  I use a video meeting software called Zoom where we can meet virtually and me, you and your spouse can even all be in separate places (ie no need to leave work!).  We can screen share, share controls of each other screens, write on the screens, etc.  In fact, I do most of my Ottawa meetings this way as we live in world now where travel time is a burden for most people.  It really feels like we are in the same room!

My Guarantee to You

Afraid the investment you make to get a plan will be a waste of money?  I promise there will only be an offer made to work together if I am very confident I can help you growth your wealth in a short period of time.  In fact, I guarantee that you will make your investment back in your increase in Net Worth or Decrease in debt within the first 12 months of working together or your money back.  I am proud to say that I’ve kept that guarantee with every one of my clients.

So what are you waiting for?

You have no more excuses to delay accomplishing your goals! You have complete confidentiality, a 50 minute consultation so you can get out all of your questions and concerns, learn about how I can help, and determine whether we are a good fit.  You can do all of this and never have to leave your home or office so long as you are in Ontario.  What are you waiting for?  A goal without a plan is just a wish.

Our 50-minute video call is an opportunity to get to know each other. During our call, we discuss your goals, and I share with you how I can help. It is a great no-obligation way to get to know if we are a great fit to helping you crush your debt. Book your call here: