Start your financial journey with The Base, a foundational service designed for those looking to establish a solid budgeting routine, manage changes in income or expenses, and gain a clear understanding of their cash flow.

    • Get acquainted with our services.

    • Understand what you hope to achieve with your budget plan.

    Payment and Terms of Engagement are completed after the Introductory Call.

    • Duration: 60-minute session.

    • Data Collection: During this session, we’ll gather detailed information about your current financial situation, including income, expenses, and financial goals.

    • Budget Creation: Collaboratively work with you to create a personalized budget plan tailored to your unique needs.

    • Review and Guidance: Present and review the customized budget, provide actionable insights, and offer guidance on ho

Personalized Approach

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Expert Guidance

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Strong Foundation

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Cost-Effective Start

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Personalized Approach + Expert Guidance + Strong Foundation + Cost-Effective Start +

  • √ Personalized Budget

    √ Expense Tracker

    √ Actionable Insights

  • THE BASE is for you if you are…

    √ Getting started with budgeting/tracking expenses.

    √ Experiencing a change in income and/or expenses

    √ Looking to understand your cash flow

  • The Base is $185 CAD

    Taxes included.

Ready to get started?

Book your complimentary introductory call today.