Start your financial journey with The Base, a foundational service designed for those looking to

  • Establish a solid budgeting routine,

  • Manage changes in income or expenses,

  • Gain a clear understanding of their cash flow.

Comprehensive Planning

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Holisitic Approach

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Expert Insight

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Actionable Strategies

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Comprehensive Planning + Holisitic Approach + Expert Insight + Actionable Strategies +

The Process

  1. 15-minute Complimentary Intro Call

    • Get acquainted with the scope of The Build service

    • Discuss your top 3 goals of what you hope to achieve with your budget

    • Gather preliminary information

    Terms of Engagement and Payment is completed after the complimentary 30-minute Intro Call.

  2. Gather Information/Documents

    • We will provide a list of information/documents for you to gather for our 1:1 session.

  3. 1:1 60-minute Collaborative Session

    • During this session, we’ll review the documents/information you have gathered to get an understanding of your current finanical situation.

    • Collaboratively work with you to create a personalized budget plan tailored to your unique needs.

    • Provide you with your personalized Budget and Expense Tracker as well as actionable insights to help you get started and stay on track.

This streamlined 3-step process ensures that you receive a comprehensive and tailored budget plan with expert guidance, all in one collaborative session.

Life happens and plans change. If you would like to review your Base Plan at any time, we are happy to do so. Check out our Add-On Service, The Base - Check In.

    • Goals Discussion

    • Personalized Budget (monthly and annual views)

    • Expense Tracker

    • Actionable Insights

    Our Budgets and Expense Trackers are created using Google Sheets. They can be converted to Excel Documents upon request.

    • You're getting started with budgeting/tracking expenses

    • You need a clear picture of how your money is flowing in and out

    • You've had a recent shift in income or expenses

  • The Base is available now at a special introductory price of $185 CAD.

    Taxes included.

For additional information, visit our FAQs page

Ready to get started but not sure where?

Contact us to get matched with the right service for you.