Make Empowered Decisions
Reduce Money Stress
Confidently Build the Wealthy Life You Envision
You're overwhelmed by the abundance of financial information and the complexity of options, unsure who to trust.
You’ve done a lot of things right and are in a good place with your money, but you’re looking for more strategy to ensure you’re on track for your goals.
You make a good income, but have lost track of where it all goes. Life has gotten more expensive, and you're feeling the strain on your finances
You feel behind when it comes to saving, retirement planning, or paying off debt.
Money makes you feel anxious and you’re embarrassed that you lack the time & skills to care for your money.
You worry something important is slipping through the cracks.
You realize it's time to stop “winging it” and learn how to use your money as a tool to shape your financial future.
You are ready for professional support to achieve a big goal, or to navigate through a financial challenge or life transition (cash flow crunch, sale or purchase of real estate, separation/divorce, moving in with a partner, death of a partner, career or business changes, an inheritance or lump sum, having kids, kids education, planning for retirement).
My goal-oriented approach combines guidance, education, and actionable strategies to help you achieve your important life milestones while empowering you to make informed decisions.
Planning services can help with:
Achieving large goals such as home ownership, education savings, and more.
Retirement and Financial Independence Planning to build an intentional retirement.
Cash flow & debt management planning to optimize your day-to-day finances.
Investment reviews, planning, and education.
Support for DIY investors.
FEES: Financial Planning engagement rates vary by complexity and start at $1,995+GST/HST for personal financial planning (paid over 3 monthly instalments).
You receive unbiased guidance and planning that is customized to your unique financial situation and goals. I don’t sell any investment products or insurance.
During our three sessions, we'll go over your important goals, and get clear on your numbers and cash flow. You’ll get a forward-looking money plan and a personalized money system perfectly tailored to your lifestyle. With this system in place, you'll accelerate debt payoff, boost savings, and gain the confidence to navigate any financial decision.
We review the 4 key areas of your finances:
This session is perfect for you if:
A clear understanding of your financial situation and where your money is going.
Healthier money habits that align with your priorities and goals.
Control of your cash flow with a realistic spending plan and a straightforward money system that actually works for you.
Improve your relationship with money and how you relate to your finances.
Feel confident and empowered to make good financial decisions.
Receive strategies to increase cash flow, reduce debt, increase saving, and build wealth.
Having a coach for your money is your short cut to success. You’ll not just achieve financial gains, but you freedom from financial worry and frustration.
Imagine when you have a CALM and EASY money routine and….
Go from procrastination with financial tasks and feeling “bad with money”, to having a clear understanding of your finances and knowing exactly what to do next.
You make confident money decisions because you have a straightforward plan that you understand. You feel optimistic and excited about your abundant and financially healthy future!
You have fewer money problems and enjoy peaceful nights knowing you’re building financial security.
You effortlessly meet your needs, allowing you to enjoy that dream vacation while still boosting your net worth.
You embrace a fresh perspective on money—not as a source of stress, but as a powerful tool that grants you choices.
Ditch the fear and shame and embrace your choices and dreams. The effort is worth it, and the results are better than you can imagine.
Our planning & coaching services are 100% virtual.
CONTACT INFO:
Meri-Li Forrest, CFP, CIM
Phone: 416.886.3912
Email: [email protected]
64 Hurontario Street, Collingwood, ON L9Y 2L6n Headline
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