Clients located in Calgary, Cochrane & Area are welcome to work with us in 2 ways.
(If you live anywhere else in Canada, click here to check out my Money Makeover Online Course!)
You can become part of our monthly membership program called Wealth Spa™ (which is an investment in YOUR financial health, less expensive than a gym membership)!
You can register for one of our Get Started Money Packages!
More information on both Wealth Spa™ or Money Packages is below.
If you are serious about taking your money to the next level, then this is what I need you to do:
STEP 1: Please download the PDF Client Registration Form below, complete and email it back to:
or email us your query!
STEP 2: Please book your 15-Minute Initial Phone Appointment at your convenience
You can schedule your first 15-minute initial phone consultation in our appointment calendar.
We require the Client Registration Form 48-hours before your 15-minute initial phone consultation,
otherwise, we reserve the right to cancel your appointment.
All client information is held to the highest standards of confidentiality.
During your phone call, I will go over some suggestions for you, and with you figure out your next financial steps!
To find out more about Wealth Spa™ click here!
To find out more about my Get Started Money Packages, check out these images below ↓