One of the big reasons people don’t get help with their finances is that they build it up in their heads.
They think they need to have all their paperwork organized, their notice of assessment, their last pay stub, their bank statements, their current investment portfolio and their insurance policies all neatly stacked together.
They think they need to know all their numbers, income, expenses, and net worth.
They think they already need to have specific goals and a game plan laid out.
And sure, would it be ideal if everyone came to me with all this stuff already put together? Sure. It helps move things along a little faster.
But is it necessary? Not at all.
What do you need before talking with me? A Canadian bank account, a Social Insurance Number, and maybe a vague idea about what you’re looking to achieve.
We can figure out everything else together. We’ll find out exactly where you’re at today, clearly define where you’re looking to get to tomorrow, and put together a step by step plan to get you there.
I know what it’s like to feel stuck. How frustrating it can be. How confusing and overwhelming it can all feel.
I know how hard it can be to take even one step in the right direction. And that’s exactly why I try to make it as easy, effortless and pain-free as possible.
Getting started can be as easy as booking a meeting with me right now.