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Money coaches, Karin Mizgala, CFP and Sheila Walkington, CFP are "fee-only" financial planners and educators. We do not sell investments or financial products and we will provide you with unbiased financial information and advice.
WORK WITH A MONEY COACH
Our financial coaching packages will help you take charge of your finances in a way that is integrated with your values, goals, relationships and life direction. We will work together to help you clarify your life and financial goals and to identify and overcome any obstacles that might be limiting your financial success and personal happiness.
Kick Start your Financial Plan $750 - $950 (+ GST)
This package is most appropriate for women who are looking for basic financial direction and/or women who are having difficulties managing their money.
Benefits: You will have a financial roadmap in place, basic financial knowledge and the confidence that you can balance your current lifestyle with your retirement and other savings goals.
During this 2 month program, you will be guided through a step-by-step financial education and planning program covering the following topics:
You will have three 1 hour sessions with your money coach and a learning guide to help you build your own financial plan. You will also have unlimited access to your financial coach via email and phone during the 2 month program for any questions you have or any resources you need.
Contact us today for a complimentary ½ hour phone consultation to find out how we can help you take charge of your money. 604-716-5375 or sheila@womensfinanciallearning.ca.
Build Your Own Financial Plan $1,750 - $2,250 (+ GST)
Suitable for women who would like to learn the fundamentals of personal financial planning and who want guidance and advice through the process of developing their own financial plan.
Benefits: You will feel more knowledgeable and confident in your ability to manage your own finances and you will have peace of mind and assurance that you are taking care of all aspects of your personal finances.
During the 4 month financial coaching program, you will have the structure, tools, techniques and practical knowledge to design, implement and maintain your own spending/savings plan, investment program, and retirement & estate plan. You will also learn how to select and manage other financially related professional advisors more confidently (lawyers, accountants, investment advisors).
You will be guided through a step-by-step financial education and planning program covering the following topics:
- Life & financial goal setting & developing a healthy relationship with money
- Money management and spending/savings plan
- Investment review and investment plan
- Retirement planning (retirement projections prepared by a professional financial planner) and tax planning
- Insurance, group benefits and estate planning
- How to implement your plan and stay on track
You will have six 90 minute sessions with your money coach covering each of the above topics and a learning guide to help you build your financial plan. You will also have unlimited access to your money coach via email and phone during the 4 month program for any questions you have or any resources you need.
Contact us today for a complimentary ½ hour phone consultation to find out how we can help you take charge of your money. 604-880-4143 or karin@womensfinanciallearning.ca.
Build Your Own Financial Plan $1,750 - $2,250 (+ GST)
For Small Business Owners
Suitable for women who are running (or want to run) their own business and would like to learn the fundamentals of financial planning for their personal and business goals.
Benefits: You will feel more knowledgeable and confident in your ability to manage your personal and business finances and you will have peace of mind and assurance that you are taking care of yourself and your family.
During the 4 month financial coaching program, you will have the structure, tools, techniques and practical knowledge to design, implement and maintain a simple financial management system for your business, a spending/savings program for your personal finances and an investment program for your short and long term goals. You will have a plan in place for emergencies, caring for aging parents or other unexpected events, such as death of a spouse, disability or illness. You will also learn how to select and manage other financially related professional advisors more confidently (lawyers, accountants, investment advisors). You will be guided through a step-by-step financial education and planning program covering the following topics:
- How to articulate, clarify and achieve your personal and business goals
- Developing financial management skills and systems
- Integrating your personal and business finances
- Goal-centered savings and investing program
- Business and personal tax planning techniques to save you money
- Specialized retirement planning for the small business owner (retirement projections prepared by a professional financial planner)
- Being prepared if the unexpected happens
- How to implement your plan and stay on track
You will have six 90 minute sessions with your money coach covering each of the above topics and a learning guide to help you build your financial plan. You will also have unlimited access to your money coach via email and phone during the 4 month program for any questions you have or any resources you need.
Contact us today for a complimentary ½ hour phone consultation to find out how we can help you take charge of your money. 604-880-4143 or karin@womensfinanciallearning.ca.
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