Financial coaching in Calgary
One-on-one sessions with a CPA to get your money organized: budgets, cash flow, debt, tax-smart saving and planning for the big goals.
A clear plan for your money
Budgeting & cash flow
A realistic plan for where your money goes each month, and a system you’ll actually keep up.
Debt payoff plan
A clear order and timeline for paying down debt.
Tax-smart saving
How RRSPs, TFSAs, FHSAs and RESPs work, and how they fit your situation.
Business owner finances
Separating business and personal money, paying yourself, and setting aside for tax.
Big decisions
Buying a home, starting a business, going part-time: the numbers before you decide.
Understanding your statements
What your tax return, pay stub or business statements are really telling you.
Independent, no products to sell
Three simple steps
Free consultation
A short conversation about your situation and what you need. No cost, no obligation.
Clear, flat-fee quote
You get a written scope and fee. Nothing starts until you're comfortable with it.
We take it from there
We gather what we need, including from your previous accountant if you're switching, and get to work.
Common questions
Who is financial coaching for?
Is this the same as a financial advisor?
How many sessions will I need?
Can we meet online?
Ready to get organized?
Send a quick note or book a time that suits you. You'll hear back from a CPA, usually within one business day.
Ask a question
We'll reply personally.