Your Path to
Financial Wellness
Empowering Financial Confidence, One Life at a Time
With 17 years of experience, my mission is to transform lives through financial wellness. I create a safe, judgment-free space where you can 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 just about budgets—it’s about empowerment, clarity, and using your finances as a tool to build the life you truly want.
ABOUT ME
I am an accredited financial planner with a passion for guiding you towards financial wellness and unlocking your full financial potential.
I spent 17 years with one of Canada’s largest financial institutions, and now I have the freedom to give more. It was a rewarding journey, but over time I’ve realized that the environment offered in conventional financial institutions doesn’t align with my values.
Through my years at the bank, I also recognized a significant gap—a demographic of people who need sound financial guidance but often don’t yet have the investment dollars to access an experienced level of support. In these important building years, you deserve expert advice and care to build a foundation and set up structures that work for you and your goals.
Money is part of our lives every day. Are you ready to be proactive rather than reactive? Everyone has a unique relationship with money, and each of your financial goals are deeply personal. Whether you’re starting at square one and uncertain where to begin, working toward specific life milestones, or seeking to make more informed decisions about your finances, I’m here to help.
My goal is to empower you to uncover your financial path, take control of your finances, and transform your relationship with money.
I’m excited to partner with you on this journey. Let’s work together to bring your financial aspirations
to life!
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:
Discovery call to uncover your financial hurdles and goals. (up to two hours) We can spend your time focusing on what matters most to you.
Second Session to present and review the good and the gaps of your current financial picture. Discuss how to implement recommended strategies.
Money habits
Saving Focus and Plan
Debt repayment vs. Saving
Debt Strategies
Budget Awareness
Creating a budget that gives you permission to spend
Financial Comprehension
Demystifying Investments
Build Confidence to ask good questions and make great choices with your financial decisions
Tailored financial strategies outlined in a report following second meeting with the framework to lead you towards your positive financial path.
Comprehensive Financial Growth
$1200
Six personalized sessions with 6 months of support:
Discovery call to uncover your financial hurdles and goals. (up to two hours)
Follow up call to review the details of your current financial picture and guidance on how to feel confident about your financial direction.
Areas of Focus:
Money habits
Saving Focus and Plan
Debt repayment vs. Saving
Debt Strategies
Budget Awareness
Creating a budget that gives you permission to spend
Financial Comprehension
Demystifying Investments
Build Confidence to ask good questions and make great choices with your financial decisions
Tailored financial strategies presented in a report for initial financial pain points.
Further discovery to gain a deeper understanding of gaps in financial picture.
Supportive guidance to empower your financial journey to gain control of your financial path.
Full-Year Financial Transformation
$2100
Twelve personalized session with a Year of support:
Deep discovery to review what brought you to financial coaching as well as uncover blindspots within your financial picture. (up to two hours)
Monthly sessions focused on financial strategies that align with your holistic life goals. Working through the restraints that have held you back from your financial potential and ultimately your financial wellness.
Money habits
Saving Focus and Plan
Debt repayment vs. Saving
Debt Strategies
Budget Awareness
Creating a budget that gives you permission to spend
Financial Comprehension
Demystifying Investments
Build Confidence to ask good questions and make great choices with your financial decisions
Tailored financial strategies presented in a report for your financial independence plan.
Supportive guidance to empower your financial journey, gaining control of your financial path.
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.
Interested in working together? 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 budgeting, debt management, saving habits, 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:
Budgeting and cash flow
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.
