Several readers have reach out to me via email about coaching on personal finance, investing, and financial independence related topics. While I have tried to answer questions via email, most of these questions really require further & lengthy discussions. I truly believe it is more valuable and effective to discuss these questions in a one on one setting. Therefore, I have decided to start a coaching service to share my knowledge and help as many readers as I can.
Some of the coaching topics include but not limited to…
- Getting out of debt
- Managing your spending
- Setting up an investment portfolio (index ETFs, dividend growth investing, or hybrid approach)
- Reviewing portfolio
- Prioritizing your financial goals
- Planning for financial independence early retirement (FIRE!)
- Tax minimizing strategies
- Long term planning
My goal for the coaching sessions is to teach you how to manage your finances, so you have the confidence to do everything yourself. Of course, I will be available to provide additional help/coaching/consultation if needed.
What You Will Get
- Unbiased financial advice
- One-on-one coaching over Skype
- Down-to-earth, easy to understand approach
- Friendly Canadian perspective… Eh?
Why do I charge a fee?
You are probably wondering, if I truly want to help as many readers as possible, why don’t I just offer the coaching service for free?
Well, between a full-time job, this blog, my photography business, Mrs. T and I’s cookbook business, and family responsibilities, I only have limited time each day. Time is valuable, so it only makes sense to charge a fee for my services.
There are two straight forward coaching packages available. I am also offering a follow-up coaching session in case clients want to have further discussions down the road.
Prior to our coaching call, I will ask for an email with as much financial background information as possible and any topics that should be discussed during the coaching session. This will allow me to do an in-depth review of each individual client’s financial situation so we can stay laser focused during the coaching sessions.
The coaching sessions are done through Skype.
- Basic Coaching Session: 1 Hour. $129
- Extended Coaching Session: 2 Hours. $239
- Follow up Coaching Session (can be applied to both of the above): 30 min. $49
After the coaching session I will provide a summary of our call and action items for you to work on.
All the private financial and personal information that the clients provide will, of course, stay confidential. I will not use any of the info on this blog or share with a third-party.
To be honest, Mrs. T has been suggesting offering a coaching service for the last year or so. I have always been a bit hesitant. Would I do a good job? Would people value my tips? After several readers sending me emails asking for specialized help, I feel that a coaching service is the right thing to do. I am extremely excited to help others to improve their finances and hopefully they can reach financial independence in the not-so-distance future.
Interested in having a coaching session with me? Need specific help? Check out the coaching page for more info.