Financial Coaching

Take Care of Future You

No one cares about your money more than you do. 

I help you get to a point where you can manage and grow your own money with confidence.

I add value by structuring and prioritizing your education and guiding you through a decision process.  

Jake, BEng, MBA

Hi, I’m Jake. I believe you can live a better life by eliminating money stress and improving financial literacy. 

Picture of Jake - Financial Coaching

What I Help You Do

  • Set short and long-term financial goals. 
  • Reduce stress by setting a debt paydown plan and sizing/building an emergency fund. 
  • Assess current and future cash flow (income/expenses).
  • Evaluate the debt paydown vs invest decision.
  • Learn about the mechanics of investment options like money market funds, and equity and bond index ETFs.
  • Learn how to use tax-sheltered investment accounts, including the TFSA and RRSP. 
  • Assess large decisions such as a vehicle purchase or the rent vs buy assessment. 

What I Don't Do

  • I do not recommend specific investment securities. 
  • I don’t make financial decisions for you. 
  • I don’t buy or sell specific securities on your behalf. 
  • I do not underwrite insurance or recommend insurance products. 
  • I don’t sell financial products. 

Book Your Free 30 Minute Video Consult

Coaching is an investment. 

I will not charge you unless I am sure that I can add more value than the cost of a coaching session. 

Send me a quick message with a one-sentence outline of your problem, and propose a meeting time. I’ll then set up a free video call. 

These hours work best for me: 

  • 6 pm – 8 pm EST on weeknights
  • 11 am – 4 pm EST on weekends. 

What people say

The Wealth Building Stages

stage 1: Assess Cashflow

Assess expenses and compare them against income. Sustain a gap between income and expenses – the foundation to build wealth. 

stage 2: Pay Down Debt an Build An emergency fund

This stage eliminates money stress. Use savings (Stage 1) to pay down debt and build an emergency fund. 

stage 3: Learn about investing basics

Learn about investing basics so that you can make informed decisions. 

Focus Areas

Save for specific milestones

Use sinking funds to save for upcoming milestones and smooth expenses. 

Buying a house vs renting

Eliminate money stress by reaching this stage. Use progress in Stage 1 to pay down debt and build an emergency fund. 

stage 3: Learn about investing basics

Learn about investing basics so that you can make informed decisions.