putting you at the centre of the plan. Not a product.
Should you keep it or sell it? What do you do about an accidental rental you inherited? Should I refinance? How many rentals to get me to retirement?
It’s a big job to manage your family’s finances! Then add an income property to the mix - surely questions will come up. Knowing your next step can be overwhelming + confusing.
You don’t have to navigate this alone. We can help!
paint it red.
Plan
Get on track, and gain confidence in your finances!
Act
Get your money working for you!
Acheive
Reach all of your goals and live your best life!
“getting your money working for you is a combination of investing money + also making good investment choices”
-Meghan Chomut (Founder)
Let’s work together
I get it! Balancing your career, kids, friendships, responsibilities + your sanity can feel like a lot.
One thing that can really take the pressure off is when you are doing the right things when it comes to your money. When you have the confidence that you are saving in the right types of accounts, in the best way. Have a debt strategy instead of winging it. And know you aren’t paying more tax than you should.
Already know what you want
one-on-one
90 min consult
You have questions, ideas or looking for guidance.
$397 - 90 mins call
FULL AUDIT
Roadmap to financial indePendence
You will get insight into where you’re at, the timelines for achieving your goals and recommendations on efficiently setting things up as well as scenarios for getting you to your goals sooner.
$3,000
A-LA-CARTE
looking for something specific
From cashflow strategy to investment property analysis. If you need support with something specific we have a service for you!!
Price varies
Follow our journey.
