Money Coaching & Financial Mentorship

Our job as your money coach and financial mentor is to help you build the competence and confidence to make empowered financial decisions. We will review your cash flow and help you to establish positive money habits and proactive strategies that will support your dreams, priorities, and transitions in life.

When to Use a Money Coach

If you have been looking for a way to get straightforward and unbiased advice about how to manage your finances and get your money working for you, a money coach would be a good choice.

Money coaches will provide you with the professional insight necessary to make educated and empowered decisions with your money. When you collaborate with us, you can choose the option to schedule a quick meeting to ask a one-off question. Or you can establish an ongoing relationship with pre-determined check-ins to help you implement a spending, debt paydown, and savings plan to live your dream life and hit your financial goals.

With Money Coaching, We Focus on Helping Clients With:

1. Assessing their current financial state and net worth
2. Identifying and addressing any gaps (money and mindset)
3. Building financial resilience
4. Developing healthy, repeatable money habits
5. Establishing a simplified system to manage their finances
6. Developing a cash flow roadmap to successfully navigate life transitions such as leaving a job, starting a business, retirement, loss of spouse, and marriage or divorce.

Who can benefit?

• You are looking for guidance in making financial decisions that align to your goals
• You earn a good income, but you are finding it difficult to get ahead
• You are unsure how to get your money to work for you
• Money is source of stress for you
• Money differences are putting a strain on your relationship
• You don’t know if you can afford to switch careers or end a relationship
• You are feeling behind on your savings and wealth building
• You are finding it difficult to strike a balance between living life to its fullest, while securing your financial future
• Budgeting is not working for you, and you want to learn a better way to manage your finances

Who would be helping me?

Thuy (Twee) Lam is an empathetic money mentor and Certified Financial Planner (CFP) with nearly 25 years of financial planning, financial coaching, wealth management, and business consulting experience.

She has an BA (Hons), Economics & Sociology from University of Toronto.

Her educational and professional experience helps Thuy deliver tangible money and financial advice in a way that truly empowers her clients.

What results can you expect?

• A clear understanding of your financial situation, and what is happening with your money each month
• An understanding of the root cause of your financial concerns
• Actionable strategies to help you to free up cash flow, pay down debt, save, and build wealth
• Develop new spending habits to support your priorities and goals
• Be on the same page with your partner when it comes to money
• Ability to make confident and empowered financial decisions
• Financial peace of mind

What are my options?

Money Coaching Session: $600 + applicable sales tax

A money coaching session is a meeting between you and your money coach. During this one-hour virtual session, we will focus on where you are now with your money and where you want to be. You will get the chance to unpack where you are financially, along with your worries and emotions related to money. You will get the answers to your most pressing financial questions and concerns.

Maybe you are wondering if you should pay down debt or invest. Or you are looking to get your finances in order so you can finally leave your job. Or maybe you just want to get guidance in making an important financial decision. You may not have someone else to speak to about these things, or at least someone who can provide the support you need.

Depending on the complexity of your situation, you may not leave the session with all your financial concerns magically resolved. But your financial coach will show you what you need to do and how to do it, to work towards your goals over time.

Financial Mentorship Package – $2,000 + applicable sales tax

Our financial mentorship package is great for those who want a bit more guidance in understanding where they stand financially, addressing any gaps (money or mindset), and developing a cash flow roadmap to live their dream life, while securing their financial future.

Maybe you are a family facing changes to your cash flow due to a parental leave, sickness, or inheritance. Or you are someone who makes a good income but cannot seem to get
ahead. Or maybe you are looking to become self-employed and need a cash flow roadmap
to give you the confidence to move forward.

The great thing about financial mentorship is that we can help guide you in virtually any situation.

You will meet with your financial coach over three coaching sessions and receive email support in between, along with worksheets.

Discovery

We will get to know you, learn about your dreams and priorities, and help to align your financial goals. We will also address any financial concerns and questions that you have.

Financial Snapshot

We will clarify where you stand financially and identify any gaps or money leaks. Together, we will get a picture of your personal net worth (what you own and what you owe) and work through understanding your cash flow (your ins and outs).

Cash Flow Roadmap

We will create a cash flow roadmap and establish an intentional spending, debt paydown strategy, and savings plan, so you can spend guilt-free while getting closer to your goals and dreams.

We will create a simplified system to easily manage your finances

What Our Clients Are Saying