Break the Ice Consult Call (Canadian Citizens only) - 60 minute cap
Break the Ice Consult Call (Canadian Citizens only) - 60 minute cap
Often times people don’t know where to start or what to ask and just need to be able to easily book a call with an experienced professional that knows how to listen with as little bias as possible and get some guidance with no strings attached or any stake in the relationship. This sets the stage for an open honest conversation. The goal for these calls is to offer some immediate relief. I’ll get a general idea of the financial scenario you’re in and the things that are getting in the way of your financial peace of mind. I’ll provide a recap email with some suggestions and recommended next steps. Executing the next steps can be with me if it makes sense or any other professionals you might already be dealing with. Sometimes people just need an unbiased opinion to find out if they’re on the right track. Sometimes people just need to know where to look to find answers in an industry and society that’s centred around overcomplicating simple things and keeping people confused and overwhelmed. If that’s how you feel, you are not alone. It’s actually the norm. Most people are understandably too embarrassed to openly talk about that. My mission is to create a space where we can.