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A financial coach is a designated professional who provides guidance and serves as a financial educator. We look at your financial situation from an unbiased and holistic perspective to help you achieve your financial goals. Everyone can use a little clarity with their finances, and a little accountability goes a long way.
Our coaches are AFCC or CFP certified, do not sell financial products, and offer financial planning advice that is always in our clients’ best interest. We want to help you understand what you’re doing and ensure that it’s in line with your financial goals.
We’ve worked with 1000’s of clients’ who have come into our coaching program for help with cash flow management, debt reduction, increasing their credit score, learning how to invest in the stock market, purchasing real estate, preparing for retirement, and everything in between. Financial coaching can help anyone at any stage of their life, and we cater to your unique needs. We can’t wait to meet you and help you achieve financial freedom faster than you ever imagined.
Book a Free Assessment Callof our clients reported a decrease in financial stress
of our clients reported feeling more confident about their finances
of our clients reported feeling more educated about their finances
Based on Enriched Academy coaching averages as of June 2023. Results may vary and cannot be guaranteed.
of our clients reported a decrease in financial stress
of our client reported feeling more confident about their finances
of our client reported feeling more educated about their finances
Increase in Credit Score:
Savings in Interest Charges:
Decrease in Monthly Spending:
Decrease in Credit Card Debt:
Decrease in Advisor Fees:
Decrease in Line of credit Debt:
Increase in Credit Score:
Savings in Interest Charges:
Decrease in Monthly Spending:
Decrease in Credit Card Debt:
Decrease in Advisor Fees:
Increase in investment Accounts:
*Based on Enriched Academy coaching averages as of June 2023. Results may vary and cannot be guaranteed.
It doesn’t matter what financial stage you’re in. Our personalized coaching program is catered to your specific needs.
Congrats on pursuing your education and investing in yourself. To pay off your student loan, you just need to polish up on your personal finance skills. A money coach can help you pay off your student loan faster than you ever imagined.
We get it. It can be overwhelming and stressful. But we promise that this is a solvable problem, and we can help you see the light at the end of the tunnel. With a fresh set of eyes and support from our financial coaches, you can get rid of that debt once and for all. Step one is committing to tackling it.
Feel like you’re in a cycle that never ends? You get paid, and suddenly you have no money leftover or very little savings. Our coaches are also financial educators and have taught 1000’s of clients how to break this cycle and learn to build wealth.
Landed a new job? Bought your first home? Starting a family? There are many large financial firsts in life, and our financial life coaching services will make sure that you’re setting yourself up for long-term success.
We’ve coached 1000’s of parents who want to teach their own kids about money and how to avoid financial mistakes that they have made in the past. Our financial education services are used by schools across Canada, and we know how to teach kids the value of a dollar, and how to start managing their money from a young age.
Learning how to save money is the hardest part of money management. Now you need to turn those savings into smart investments and get that money working harder for you! Get in touch and we can help you decide on financial planning advice, who to work with, and how to get that money working for you.
So, you’ve been saving and are ready to learn how to invest, or you’ve already been investing for years. But do you understand how investment fees work? Have you taken a closer look at your risk tolerance and whether it aligns with your asset allocation? Our coaches can help teach you how to start investing, what to look out for, and the right questions to ask. We can also do a deep analysis of your current investment portfolio so that it’s in line with your goals and that you’re not paying high fees with low returns.
We get it. It can be overwhelming and stressful. But we promise that this is a solvable problem, and we can help you see the light at the end of the tunnel. With a fresh set of eyes and support from our financial coaches, you can get rid of that debt once and for all. Step one is committing to tackling it.
So, you’ve been saving and are ready to learn how to invest, or you’ve already been investing for years. But do you understand how investment fees work? Have you taken a closer look at your risk tolerance and whether it aligns with your asset allocation? Our coaches understand financial advisor services and can teach you how to start investing, what to look out for, and the right questions to ask. We can also do a deep analysis of your current investment portfolio so that it’s in line with your goals, and ensure you are not paying high fees for low returns.
If you find yourself in one of the above scenarios , sign up for a complimentary financial assessment call to see if coaching may be good for you.
Book my callThe first thing we need to do is learn about your finances. We conduct a complete financial assessment with where you are now, and help you understand how to be more efficient with what you have. This session allows our coaches to determine how we’re going to shape our coaching to cater to your individual needs.
In order for you to lay down a new foundation to building wealth, it’s crucial that we help you understand your cash flow. This allows you to identify problem areas, and re-shape your habits to align with your financial goals.
Depending on your financial goals, we either focus on debt reduction or we analyze your investments. If you have debt, we will set you up with a new cash flow plan to reduce your debts faster than you ever imagined. If you’re investing in the stock market or in real estate, or want to learn how to start, this is where our coaches will conduct an analysis of your investment portfolio and provide you with opportunities to put more money in your pocket every year.
Once we have a new foundation laid and you feel confident and comfortable with your finances moving forward, we take you through a financial calculator to ensure you’re on the right path to financial freedom.
Your finances can change quickly. We understand that. This is one of the reasons why we provide our clients with accountability and plan refinement to adjust to these changes. This step is also crucial to ensure that you’re executing on what you’ve learned through our program.
We produce a report that outlines how your hard work and dedication had an impact to your finances throughout the coaching program. This is where you can see the true changes that occurred throughout your sessions.
This is where the real financial growth takes place. We continue to work with you on an ongoing basis so that you stay on track to achieve your short/long term financial goals.
The first thing we need to do is learn about your finances. We conduct a complete financial assessment with where you are now, and help you understand how to be more efficient with what you have. This session allows our coaches to determine how we’re going to shape our coaching to cater to your individual needs.
In order for you to lay down a new foundation to building wealth, it’s crucial that we help you understand your cash flow. This allows you to identify problem areas, and re-shape your habits to align with your financial goals.
Depending on your financial goals, we either focus on debt reduction or we analyze your investments. If you have debt, we will set you up with a new cash flow plan to reduce your debts faster than you ever imagined. If you’re investing in the stock market or in real estate, or want to learn how to start, this is where our coaches will conduct an analysis of your investment portfolio and provide you with opportunities to put more money in your pocket every year.
Once we have a new foundation laid and you feel confident and comfortable with your finances moving forward, we take you through a financial calculator to ensure you’re on the right path to financial freedom.
Your finances can change quickly. We understand that. This is one of the reasons why we provide our clients with accountability and plan refinement to adjust to these changes. This step is also crucial to ensure that you’re executing on what you’ve learned through our program.
We produce a report that outlines how your hard work and dedication had an impact to your finances throughout the coaching program. This is where you can see the true changes that occurred throughout your sessions.
This is where the real financial growth takes place. We continue to work with you on an ongoing basis so that you stay on track to achieve your short/long term financial goals.
The first thing we need to do is learn about your finances. We conduct a complete financial assessment with where you are now, and help you understand how to be more efficient with what you have. This session allows our coaches to determine how we’re going to shape our coaching to cater to your individual needs.
In order for you to lay down a new foundation to building wealth, it’s crucial that we help you understand your cash flow. This allows you to identify problem areas, and re-shape your habits to align with your financial goals.
Depending on your current situation, we either focus on debt reduction where we set you up on a cash flow plan to reduce your debts faster than you ever imagined, and/or, we analyze your investments. This is where our coaches will evaluate your investment portfolio and provide you with opportunities to put more money in your pocket every year.
Once we have a new foundation laid and you feel confident and comfortable with your finances moving forward, we take you through a financial calculator to ensure you’re on the right path to financial freedom.
Your finances can change quickly. We understand that. This is one of the reasons why we provide our clients with accountability and plan refinement to adjust to these changes. This step is also crucial to ensure that you’re executing on what you’ve learned through our program.
We produce a report that outlines how your hard work and dedication had an impact to your finances throughout the coaching program. This is where you can see the true changes that occurred throughout your sessions.
This is where the real financial growth takes place. We continue to work with you on an ongoing basis so that you stay on track to achieve your short/long term financial goals.
You can find your answers here.
Our sessions are held virtually so we can share screens and talk face to face. You do not need to be tech savvy to join coaching, but we suggest being familiar with how to use the internet, Excel documents, Google Drive, and our online tools. We can also help you fill out the worksheets if you require. Just come prepared with your homework.
Yes! If you have a question about your homework or need a second set of eyes/ears on a financial product or idea you have, you can email your coach directly. Please allow your coach up to 48 hours to respond as they work with multiple clients and may not be able to get to you right away.
We don’t sell products or manage your investments, but we can help point you in the right direction. Our entire focus in coaching is on education and helping you understand your financial situation. We want to show you where you are today and how to get to where you want to be. We do this through education, support, and accountability.
Yes! In 2022, we launched our Enriched Planning program to provide more in-depth financial planning advice to our high net worth/more sophisticated clients. If you have a more complicated situation, or have accumulated wealth and have questions about decumulation, we can help!
We do! But we don’t guarantee certain results because this is a customized program, and every client has different goals. If you want to read more about our guarantee, you can do so here.
Of course! That’s the beauty of this program. We recognize that each of our clients have unique financial goals which is why we cater our coaching program to your specific needs. We’ve seen it all and can help you achieve your goals faster than you’ve ever imagined.
Yes! And we welcome your referrals with open arms. Financial literacy and financial freedom are something all Canadians should share! If you loved our coaching program and want to share your success with your family and friends, please ask your coach about our referral program. You can also email [email protected] for more information
Our coaching program is an investment in yourself and your future. We consider it the same as taking a College/University course in personal finance. Our program has helped 1000’s of Canadians who are ready to make a financial change in their lives and who are ready to be coached. However, if your coach feels that coaching is not right for you at this time and we’ve done everything that we can to try and help, we can decide to stop coaching. We are here to help you and make a difference in the lives of Canadians.... because everyone deserves financial awareness. If you feel like you’re not fully ready for coaching just yet, you should look at the online Wealth Mastery program.
Coaching is not designed just for wealth building. It is tailored to your personal circumstances, and we have helped many coaching clients with debt reduction and elimination. We work with you to come up with a strategy to support you on your financial journey, from paying someone else, to paying yourself first.
No one should ever feel “uncomfortable” with their investments. Whether you are ultra-conservative or super aggressive, our goal is to educate you on the options available and help you evaluate the risk and make an informed decision for yourself. In addition to risk, we will also help you with balancing your overall portfolio and understanding the various costs and fees associated with your investments.
The initial coaching program is 6 months long where you receive six 1-1 sessions with your coach. After your initial 6 sessions, your financial foundation will have drastically changed, and then we roll you into our ongoing Wealth Builder maintenance program. During the Wealth Builder maintenance program, you can meet with your coach on a quarterly, bi-monthly or monthly basis. You do also have the option to opt out of the maintenance program AFTER your 6th session.
Our program includes lifetime access to our online curriculum, 1-1 sessions with your coach who will provide you with actionable “to-do’s” in between, unlimited email support during your coaching, tickets to our annual live events, and partner/spousal inclusion.
We can cover a variety of topics depending on your needs. We’ve helped our clients with cash flow management, debt reduction, increasing your credit score, insurance analysis, saving for a large purchase, job transitions, investing in real estate and/or the stock market, receiving an inheritance, retirement planning, estate planning and everything in between. Each client is different, and our coaches will do everything in their power to ensure that we provide you with lots of value. Please note that we do not teach advanced investing techniques like day trading, options trading, and investing in-depth cryptocurrency investing. We’re all about creating a diversified portfolio that delivers solid returns over the long term.
In the easiest way possible, a financial coach is a financial educator that provides unbiased information, and accountability so that you can make the best possible decisions with your finances. Financial coaches tend to focus on fundamental financial needs and usually take a more personal, holistic, hands-on approach to working with clients. While a financial coach works with you as a partner, you are ultimately responsible for your own success. With more of a focus on managing your assets and long-term planning, advisors tend to take an analytical approach in their work. Financial advisor services may not include much education or match the level of communication provided by a financial coach, but your advisor should still check in with you throughout the year.
Our coaches have a diverse background experience and qualifications which you can learn more about here.
Still have questions? Book your free financial assessment call to see how we can help.
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