Financial Counselling
Financial counselling is the process of empowering individuals and families to resolve their financial problems and stresses through achieving financial goals, changing their money behaviour, and improving financial literacy.
This is a client-driven collaborative approach where the client sets the goals and the counsellor provides guidance, support, and eduction.
Why Financial Counselling?
To Get Control of Spending
Together we can create a spending plan and address what triggers your over spending.
To Build Up Savings
Together we can establish what your savings goals are and how you’ll achieve them.
To Reduce Debt
Together we can create an action plan to reduce your debt and let you sleep at night.
To Get You Ready For Your First Home
Together we’ll review you current situation and create an action plan for getting you ready for your mortgage application.
To Get You Ready For Marriage
Together we will work through some activities to help you and your soon-to-be spouse learn more about your money management styles and how you can use this to your advantage.
To Help You Recover From Divorce
Together we will create a plan to get you to a place of financial empowerment and security.
Ataraxia Financial Wellness offers judgement-free and welcoming support to all individuals. Everyone has a different story and a different experience with money and finances. The situations listed above are only examples of what financial counselling can be used for. Please book a free Introduction Call to learn more.
The Financial Counselling Process
Introduction
It starts with a free Introduction Call. During a 30min phone call or a virtual meeting you’ll share a little about yourself and what you would like support with.
Discovery
During the Discovery Session, you’ll have a deeper conversation about your situation. Depending on the conversation, you may establish an action plan and what supports or follow-ups you want.
Progress
After Discovery, you’ll likely want a couple Progress Sessions to develop your action plan and to establish your new money habits. These sessions can be scheduled as often as you want them.
Check-Ins
Check-in are brief 30 minute meetings that can be used to help keep you on track and to measure your progress on your action plan.
Pricing
Introduction Call
- Virtual or Phone
- 30 Minutes
Discovery Session
- Virtual Meeting
- 90 to 120 Minutes
Progress Session
- Virtual Meeting
- 60 to 90 Minutes
Check-Ins
- Virtual or Phone
- 30 Minutes
Book your Introduction Call today!
Introduction Calls are a FREE 30 minute meeting where you’ll learn more about financial counselling and I’ll learn more about you and what you would like support with.