Our Services
At A Money Maker Mindset, we understand everyone's financial journey is unique. That's why we offer three distinct service options designed to meet you where you are:
Self-Directed Plan (Ages 18 - 30): "Adulting 101" Feeling a little lost in the "adulting" world? This plan is perfect for young adults navigating those first financial steps. We'll help you build a budget, create a savings plan (down payment, anyone?), and gain confidence in managing your money. Gain control of your finances and build a solid foundation for your future.
Customized Financial Plan (Ages 30-55): "Life Stage Planning" Juggling multiple priorities like kids' education, retirement, and a mortgage? This plan provides personalized strategies to help you balance your financial goals. We'll work together to create a comprehensive plan that addresses your specific needs and helps you achieve financial peace of mind.
Holistic Financial Guidance (All Ages): "Expert-Led Financial Clarity" Want expert guidance to ensure you're on the right track? This plan offers ongoing support and personalized advice from an experienced financial planner. We'll delve deep into your financial situation, address your concerns, and empower you to make informed decisions for a secure future.
Self-Directed Financial Plan:
Build Your Own Financial Plan
Empower yourself with our innovative planning software to build you own Self Directed Financial Plan. Discover if you're on the right path to achieve your financial aspirations, uncover tax-saving opportunities, and craft a comprehensive budget and cash flow analysis
You will receive:
-
Initial Plan
-
3 Month Access to the platform
-
Meet with an Advice-Only Planner
-
Email Support
You will gain:
-
Continued access to the platform
-
Email Support
-
Cancel Anytime
Your Investment: 2 Payments of $300 plus $35 per month
Customized Financial Plan:
Work with an Advice Only Financial Planner
Work with an experienced Advice Only Financial Planner to create a customized plan specific to you. Find out if you are on track to reach your goals, if you are invested in the right mix of investments for your risk tolerance, and what you need to do to feel financially healthy.
You will receive:
-
Initial Plan
-
3 Month Access to the platform
-
Dedicated Advice Only Financial Planner
-
6-month check-in
-
Email Support
You will gain:
-
Continued access to the platform
-
Semi-Annual check-ins
-
Changes to your plan as life changes
-
Cancel Anytime
Your Investment: 2 Payments of $600, plus $60 per month
Holistic Financial Guidance:
Work with a Certified Financial Behaviour Specialist
Create a detailed financial and retirement plan customized for you. Learn about your biases and beliefs about money and finances to delve deeper into why you make the financial choices you make. Receive ongoing coaching to help you feel confident in your financial decisions.
You will receive:
-
Initial Plan
-
6 Month Access to the platform
-
Dedicated Advice Only Financial Planner
-
Dedicated Certified Financial Behaviour Specialist
-
2 Financial Psychology Assessments
-
6 Month check in
-
Email Support
You will gain:
-
Continued access to the platform
-
Semi-Annual check-ins
-
Continued Financial Coaching
-
Changes to your plan as life changes
-
Cancel Anytime
Your Investment: 2 Payments of $1200, plus $120 per month
Other Services
Do-it-yourself Financial Planning
Access to our innovative financial planning software and YouTube videos designed to assist you.
$9/month, cancel anytime
General Financial Planning or Coaching
Do you have any general financial inquiries or require coaching to enhance your understanding? Please reach out to me to determine how I can assist you!
$250/hour
My goal is to empower you with the knowledge and understanding you need to make informed investment decisions. I offer risk assessment and guidance on portfolio construction and investment vehicle selection. However, I do not provide specific investment recommendations or manage investments directly.