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:

 

​Getting Started (ages 18 to 30, new to managing money): You’re ready to take control of your money but not sure where to begin. This plan is designed for young adults who want to create their first budget, start saving in a TFSA, or set up a system for reaching future goals like travel, education, or a first home. Together, we’ll make sure you understand the basics, build good habits early, and feel confident managing your money as you step into independence.

 

Planning Ahead (Ages 30 to 55, busy professionals or families): This plan is for individuals and families who want a complete financial plan without the extra coaching. Whether you’re focused on retirement, paying down a mortgage, funding your kids’ education, or balancing multiple priorities, we’ll create a personalized roadmap that shows you exactly how to reach your goals. You’ll walk away with a clear, actionable plan and the peace of mind that you’re on track for the future.

 

Living Aligned (Young professionals earning a high income): You’re earning a solid income and building your career, but you don’t want to fall into the cycle of lifestyle creep, constant upgrades, and living paycheque to paycheque. This plan helps you design a financial life that aligns with your values, so you feel satisfied with your progress instead of pressured to always want more. Together, we’ll build a spending and savings strategy that supports your goals, creates breathing room, and protects you from the stress of feeling stuck or burned out in your career.