Is your relationship with money an empowering one?
Does it not only empower you but those you want it to?
Money worries, be it; financing this months bills concerns about one’s investments, issues related to savings, conflict related to one’s estate, or uncertainty related to one’s philanthropic endeavours, all causes stress. Having researched the topic extensively, one thing that is certain – Money matters. If you struggle with any aspect of your relationship to money, there is help available. It is not the amount of money that one has that creates stress, but one’s relationship to it. Relating to money in a positive manner is a key step to achieving more of your financial goals
Our services
Relationship to Money
Our relationship to money is based on our own past, as well as the past of those who raised or influenced us the most. Money scripts impact our mindset and thus our financial behavours. Dynamics from our grandparents could be influencing our own relationship to money.
Managing Money
Creating an environment where you feel comfortable managing your assets in a way that reflects your values while leaving you secure in both the present and the future. Minimize the boom and bust cycles and achieve steady progress.
Family Wealth & Estate transfers
The family legacy is less related to dollar value and more related to the lessons learned about money management. Families that focus on human capital do the best. We can work with you on developing a plan that increases the odds for financial sustainability for all.
Denial & Avoidance
Money is a taboo topic,consequently many financial conversations go unhad. Many people feel anxious or overwhelmed about financial topics. Due to our aversion to the topic we often resist thus dismissing the need. Tardiness develops with; unopened envelopes , statements not checked or accounts not paid among others that results in a financial fog.
Financial Dependence
Many people are spinning their tires unable to gain traction in gaining employment, and thus find themselves unneccessarily and unprefferably dependent on others.
Under-earning
If your income is below what one would expect based on education and experience then you are likely under-earning or under-employed. This dynamic stems from being under-valued and/or a lack of self-advocacy. This is true for business owners as well as individuals.
Revolvers
Revolvers are people(or companies) who consistently fail to pay off outstanding balances on expenses owed. Stuck in a cyclical pattern of carrying balances on credit cards or lines of credit?
Over-Spending
Meeting one’s emotional needs through overspending is common. It doesn’t need to be a full blown addiction to impact one’s ability to interfere with meeting financial obligations or cause tension with one’s mate.
Windfalls ~ Sudden Wealth Syndrome
Severance packages, insurance claims, inheritances, lottery winnings and other small or large windfalls can create havoc. Knowing how to be prepared and properly manage it (financially and psychologically) when it arrives is essential
Raising Money-Savvy Children
Regardless of the age of your children, you can support them to become excellent stewards of money. Adult children need to be prepared for any inheritance they’ll receive.
Enabling
There is a lot of value in meeting with others to improve one’s financial litercy. For my white paper on the topic, please email me.
Communications
Whether it is negotiating a salary increase, sorting out household expenses with a mate or planning an estate transfer. Money is a sensative topic and we all need guidance at times to sort our way through the dynamics.
Financial Abuse
Whether it is through; casino’s, the horse track, lottery tickets, or speculative stock trades, any time the ventures takes on a obsessive element and undermines one’s ability to meet other financial obligations, it has the potential of slipping into a gambling addiction.
Consumer Deceptions, Fraud & Scams
Whether you are predator or prey, one is affected by financial stress. Changing habits and recovering from the experience requires a guiding hand. The fraud triangle consists of; opportunity, pressure, rationalization. Meanwhile ‘Urgency’ and ‘personal details’ are two signals of a scam.
Living Paycheque-to-Paycheque
Struggling to make ends meet or make strides with your finances. There may be some issues related to money scripts that can be addressed.
Gambling
Whether it is through; casino’s, the horse track, lottery tickets, or speculative stock trades, any time the ventures takes on a obsessive element and undermines one’s ability to meet other financial obligations, it has the potential of slipping into a gambling addiction.
Investment Discussion Groups
There is a lot of value in meeting with others to improve one’s financial literacy. For my white paper on the topic & forming a group please email me.
Financial Addictions
Workaholism, s, insurance claims, inheritances, lottery winnings and other small or large windfalls can create more havoc than joy. Knowing how to be prepared and properly manage it (financially and psychologically) when it arrives is essential
For help with any of your financial concerns, please be in touch.
Phone: 863-9332 in the 647 area code ~ Eastern 10am-4pm
