F A Q

Frequently Asked Questions
Who do you work with?
We work with aspiring and seasoned entrepreneurs and content creators at all stages. We focus on clients who are committed and can benefit from our services. Book a free “Is it Worth It?” call to find out if we’re the right fit for you.
We plan for the worst while aiming for the best. Our approach uses conservative assumptions and scenario testing to assess both short-term and long-term impacts. We place heavy emphasis on cash flow planning and behavioural finance.
Our investment strategy is based on research from Dimensional Fund Advisors, grounded in Nobel Prize-winning principles. We build low-cost, diversified portfolios using data and science, aiming to deliver sustainable returns. You can choose to invest with us or manage your investments yourself. We do not provide specific securities recommendations.
Simply schedule a free “Is It Worth It?” call. We’ll guide you through the next steps based on your specific goals.
This free 30-minute consultation helps assess if our services are a good fit for your needs and how we can help you achieve your financial goals.
A cash flow system helps you spend within your means to meet your goals, designed to work with natural human behaviour, eliminating the need to track every expense.
What is investment behavioural coaching?
Most investors underperform by 2.14% annually due to emotional decision-making. Over 30 years, this can result in a 44% loss in wealth. Our coaching helps close this gap by empowering you to make informed, rational decisions and maximize your investment potential.
We focus on personalized, data-driven financial planning with an emphasis on cash flow management and behavioural finance. Learn more about our unique approach here.
We help with a range of goals, from managing cash flow and building wealth to tax optimization, retirement planning, and business growth. View the full list of services we offer here.
Yes, we offer a 60-day money-back guarantee on our retainer. If you’re not satisfied with our services, you can request a full refund within 60 days of starting your retainer.
Yes! While based in Calgary, Alberta, our services are fully virtual, allowing us to work with clients across Canada with flexibility and accessibility.

I am a Certified Financial Planner (CFP), officially registered with FP Canada, the leading professional body for financial planners in Canada. This ensures I follow a strict code of ethics and provide expert, unbiased advice. Learn more about FP Canada’s standards here.