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Why me?
Let's start by saying I am not a financial advisor, and I am not a tax wizard. I do have team members who are, that I can refer, but what I do sits somewhere in the middle.
It is quite rare that when you go to your financial advisor, they ask questions about your personal financial goals: what does financial success mean to you, what does that look like, are you doing the right thing, do you have a secret life goal that you don't address because it would be financially irresponsible to do so, might there be a way to achieve this dream? This is where I can step in. I work with you to create a framework for your personal financial goals, and we work towards achieving those goals together.
If you would like more information on how I found myself here or how I work, there is no pressure in reaching out for a chat or coffee.
Who needs this?
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Couples wanting to create positive communication and a financial road map together
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Professionals starting businesses wanting guidance on how to manage their personal finance and see their businesses thrive
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Artists or creatives who receive sporadic income
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Newly divorced or separated people who need more confidence with how to manage their finances
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Anyone who wants a financial framework built, specifically with their habits and behaviours in mind.
How I like to work
We structure this together, but this is a standard package:
Three meetings to start
Followed by a monthly or quarterly check-in
Discussion points for the first three meetings
Meeting One - Financial history, personal background
Meeting Two - Financial goals and your ideas of success
Meeting Three - Developing your bespoke roadmap; what you need to do to achieve your financial goals.
In our follow-ups, we discuss what worked and didn't and readjust the roadmap to fit your developing needs.
List of services
Conversations around money are layered with expectation, assumption, and history. They are challenging. It can help to have someone external to the emotions to aid communication.
All information is protected and private.
Mediation
Couples planning
So many relationships hit stumbling blocks around finance. There are many social norms and areas that we just do not talk about. How amazing would it be to have financial goals that you drive toward together? In these sessions, we talk about where you both come from, your individual ideas of financial sucess and create a roadmap that suits both of your aspirations.
One on One
This is the standard package. We go through the relationship you have established with finances. What you like and don't like about that, what your financial goals are, and develop a plan to get you there. This is fun, light, and oh so empowering.
Book a Consultation.
Everyone's relationship to finance is unique. Let's create something that works for you; your aspirations and goals, your habits and behaviours.
Complete the form or otherwise reachout to me directly at:
kate@buildwealthconsulting.com
You are welcome to just reach out for a chat.