Personal Finance Coaching

Want to find ways to improve your finance today? Want to increase your passive income and become financially independent? Want to retire early? 

Well you come to the right place. The coaching call will help you transform your financial life! 

Interested? Let’s chat!

Why Having a Personal Finance Coaching Session?

My goal for personal finance coaching or money 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.

I have helped my clients on the following topics: 

  • Getting out of debt
  • Budgeting
  • Managing spending
  • Setting up an investment portfolio (index ETFs, dividend growth investing, or hybrid approach)
  • Reviewing portfolio
  • Prioritizing financial goals
  • Planning for financial independence early retirement (FIRE!)
  • Tax minimizing strategies
  • Long term planning
  • Answer to all your investing and personal finance questions

Please note I am not a certified financial coach, all the knowledge I have are either self-taught or through financial courses I’ve taken for my own learning purposes. 

What You Will Get

  • Unbiased financial advice
  • One-on-one coaching over Google Meet
  • Down-to-earth, easy to understand approach
  • Friendly Canadian perspective… Eh?
You’ll get coaching from this guy. 🙂

Coaching Packages

The coaching sessions are done through Google Meet. Prior to the call, I will ask for an email with as much financial background information as possible. 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.

  • Basic Coaching Session: 1 Hour. $259
  • Extended Coaching Session: 2 Hours. $489

The extended coaching session can be broken into two one-hour sessions.

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.


What my clients are saying:

Bob brought a really good blend of experience and insight to our coaching session that was very helpful. He prompted some excellent questions for me to think about for my Financial Independence planning process. He’s also very personable and I appreciate his values and the professional approach he brought to our session. I would definitely recommend his coaching service to others. – Darren

I have been investing in dividend stocks for a little over a year and I can say that Bob’s blog has been a major resource of knowledge for me, his coaching sessions were nothing short of insightful and helpful in adding to my investing knowledge. Bob brings a great amount of experience and financial understanding in a more personalized way through his coaching sessions which I recommend  to anyone who is looking to get a financial edge in attaining specific goals or even just get started investing!  – Elias


I wanted to take a more active role in reaching my financial independence but I didn’t know where to begin or what questions to ask. I wanted unbiased advice, I definitely wasn’t getting it at my bank. Bob made me feel comfortable and talked to me in a language I could understand. Clear, concise, unbiased advice, it was just what I needed. Thank you Bob for inspiring and for helping me to take my future into my own hands! – Rachel

Interested? Let’s talk!

Interested in having a coaching session with me? Please fill out the form below and let’s chat!