Wolfe Collective Wealth Inc. offers Financial Education and Coaching services to clients who are ready to gain control of their financial lives.
Financial counselling takes a holistic view of your current lifestyle and relationship with money. Money management is a learned skill, and together we work to improve your financial situation and help you gain the confidence to reach your financial goals. Like any coach, I will provide you to guidance to succeed and hold you accountable for your actions.
Let’s create your financial roadmap together and give you peace of mind with your money, once and for all.
As an Accredited Financial Counselor of Canada (AFCC), I'm committed to your financial success. My exclusive coaching programs comes with:
How we'll work together after our discovery call
We book our first 60 minute coaching session. A list of required documents will be sent in advance. We will start to create a roadmap as we determine your goals and current financial situation.
The second 60 minute coaching session is booked and together we review the progress made and identify challenges. We explore solutions that accomodate your goals and current financial situation.
Your financial roadmap is finalised and we schedule a 30 minute follow up call to check in on your progress and decide together if further coaching is required.
Money is the #1 cause of stress for Canadians and it can distract your employees from their performance at work. According to the Canadian Payroll Association, 53% of employees would be interested in general financial education if their employer provided it.
Become a part of the new money revolution.