Your Path to
Financial Wellness
Empowering Financial Confidence, One Life at a Time
With 17 years of financial experience, my mission is to transform lives through financial wellness. I create a safe, judgment-free space where you can learn to approach money with confidence instead of worry. Together, we’ll build a clear financial picture that lets you be proactive—not reactive. Let’s craft a sustainable plan that supports your goals, your mindset, and the life you want to live. It’s not about budgets—it’s about empowerment, clarity, and taking a proactive approach to gain control and build the life you truly want.
ABOUT ME
I’m an accredited financial planner with a passion for guiding you toward genuine financial wellness — helping you feel clear, confident, and in control of your money.
After spending 17 years with one of Canada’s largest financial institutions, I realized that while traditional planning can be valuable, it often leaves too many people behind. The system prioritizes those who already have wealth — not those who are still building it.
But the truth is, your early financial years are the most important.
These are the years when the right guidance, structure, and habits have the power to shape your entire future.
That’s why I created my practice — to bridge that gap. I help busy professionals and families design automated systems that save strategically, support their goals, and allow for guilt-free spending along the way.
Money touches every part of our lives. The more intentional we become with it, the more peace and freedom we gain. Whether you’re starting from square one, navigating a transition, or striving for greater confidence in your financial choices, I’m here to help you find your flow.
My mission is to empower you to take control of your finances with confidence, so you can focus on living the life you love
I’m excited to partner with you on this journey. Let’s bring your financial aspirations to life — one intentional step at a time.
Kelsey Lee (PFP QAFP)
I want you to feel good about your money.
Let’s empower you with the understanding and clarity you need to gain control of your finances.
Strategic Financial Jumpstart
$675
Two personalized sessions to help you gain direction, confidence, and clarity around your money.
What’s Included
Discovery Session (up to 2 hours):
We’ll uncover your financial hurdles, habits, and goals — clearing the clutter so you can focus on what matters most. Together, we’ll identify where you are now and the priorities that will make the biggest difference for you.Strategy & Review Session:
In our second meeting, we’ll review the good and the gaps in your current financial picture. You’ll receive clear, actionable recommendations and learn how to implement simple strategies that align with your goals.Personalized Financial Framework:
You’ll receive a tailored summary report with practical, easy-to-follow next steps — your roadmap to start creating a healthy, confident relationship with your money.
Areas of Focus
Building supportive money habits
Creating a savings plan that fits your goals
Balancing debt repayment and saving
Developing clear debt strategies
Increasing spending awareness and creating a guilt-free spending framework
Gaining financial comprehension and confidence
Demystifying investments and financial language
Building confidence to ask the right questions and make empowered financial choices
Comprehensive Financial Growth
$1200
Six personalized sessions + ongoing support to help you gain clarity, confidence, and control over your money.
What’s Included
Discovery Session (up to 2 hours):
We’ll uncover your financial hurdles, values, and goals — identifying where you are now and where you want to go.Follow-Up Review:
Together we’ll walk through your current financial picture and design clear steps to help you feel confident in your financial direction.Tailored Financial Roadmap:
You’ll receive a personalized report outlining key strategies to address your financial pain points and build momentum toward your goals.Ongoing Support & Guidance:
Continued discovery and support throughout six months to help you close gaps, stay on track, and feel empowered in your financial journey.
Areas of Focus
Building supportive money habits
Creating a savings plan that aligns with your goals
Balancing debt repayment and saving
Developing effective debt strategies
Building spending awareness and frameworks for guilt-free spending
Increasing financial comprehension and confidence
Demystifying investments and financial terminology
Building the confidence to ask great questions and make empowered decisions
Full-Year Financial Transformation
$2100
Twelve personalized sessions with a full year of support — for those ready to create lasting change and long-term confidence.
What’s Included
Deep Discovery Session (up to 2 hours):
We’ll explore what brought you to financial coaching, uncover blind spots in your financial picture, and set intentions for your year ahead.Monthly Coaching Sessions:
Ongoing, personalized sessions focused on financial strategies that align with your holistic life goals. Together, we’ll work through the beliefs, habits, and obstacles that have held you back — and replace them with systems that support your financial wellness and independence.Tailored Financial Independence Plan:
You’ll receive a comprehensive report and clear, actionable strategies designed to move you confidently toward your vision of financial freedom.Year-Round Accountability & Support:
Continuous guidance and check-ins to keep your momentum strong, celebrate progress, and help you stay consistent as your finances and goals evolve.
Areas of Focus
Strengthening your money habits
Creating a savings plan that supports your life goals
Balancing debt repayment and saving
Developing effective debt management strategies
Building spending awareness and frameworks for guilt-free spending
Expanding financial comprehension and decision-making confidence
Demystifying investments and understanding how to make them work for you
Cultivating the mindset and confidence to ask the right questions and take empowered financial action
Your Transformation
✨Build structure and confidence around your money
✨Stay accountable and consistent as your systems take root
✨Gain clarity, control, and calm in your financial life
✨Feel empowered to make thoughtful, values-aligned financial choices
✨Create the foundation for lasting financial independence and wellness
free intro
Are you ready to take control of your finances but unsure where to start? I start all my relationships with a free consultation call to ensure we’re a good fit and explore how I can help you find your financial path.
Begin your journey to a place where money feels like a tool you’re confident to use to enhance your life.
Please contact me and I will be in touch shortly. I can’t wait to connect!
Frequently Asked Questions
Guiding your financial choices with a warm, unintimidating lens.
What is financial wellness coaching?
Financial wellness coaching is a personalized, educational process that empowers individuals to make confident money decisions. It focuses on improving financial awareness and understanding your values so that you can focus on your priorities. Bringing clarity to debt management, saving strategies, and investment comprehension. A coach helps you understand your financial picture and develop actionable strategies for long-term wellness.
How is coaching different from financial advising or therapy?
Coaching provides unbiased advice and guidance to help you set financial goals, shift habits, and understand strategies—including investment comprehension—without selling products or managing investments. Financial advisors typically sell or manage investment products, and therapists help with emotional or psychological issues. Coaching fills the gap—providing education, clarity, and support to move forward confidently.
Who can benefit from financial wellness coaching?
Financial coaching is for anyone—whether you're just starting out, managing a household, planning for retirement, or navigating a life transition. Coaching is especially helpful if you want to:
Build saving systems
Organize finances
Improve money habits
Determine tax-efficient income strategies
Understand your investment choices
Reduce debt
What topics do you cover in coaching sessions?
Depending on your goals, sessions may include:
Financial awareness
Clarity on values and priorities
Debt reduction
Saving and planning
Investment comprehension
Financial organization
Shifting money mindset and behaviors
How much does coaching cost?
I offer several one-on-one and package-based options. You can visit my Services Page for complete details. I also offer a free discovery call to help you find the best fit.
Do you offer group coaching or workshops?
Yes! I host group coaching programs, interactive workshops, and workplace wellness sessions. These are great for those who want community support, accountability, and shared learning in a more affordable format.
Is my financial information kept confidential?
Yes—your privacy is my priority. All personal and financial details are handled with strict confidentiality and secured with care.
How do I get started?
Getting started is easy! Just visit my Contact Page by clicking “Free Intro” or “Book Now” button at the top of the page to schedule your free discovery call.
Do I need to be financially “ready” before starting coaching?
Not at all. Come as you are—no spreadsheets needed. Coaching is a judgment-free zone. I’ll meet you where you are and build from there.
