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What We Offer

1:1 Money Education & The CHR Method

A personalized, supportive financial literacy experience.

This is a private, step-by-step learning experience where we walk through the CHR Method together.
You’ll learn the foundations of money, get organized, understand the basics of investing, and build confidence with your financial decisions — all in a calm, simple way.

Perfect for women who want:

  • clarity and confidence

  • a structured, guided money system

  • help understanding investing basics

  • support navigating the financial industry

  • personalized tools, routines, and explanations

  • a safe place to ask questions

Format:
Private 1:1 sessions with personalized education, tools, and hands-on support. 

The Money Problem-Solver Session

For women who need help with one specific money challenge.

This focused session is designed for women who aren’t looking for a full program — they just want clarity in one area of their financial life.

Examples include:

  • RRSP vs TFSA decisions

  • reviewing a financial plan or investment statement

  • understanding advisor fees or recommendations

  • creating a simple debt payoff plan

  • setting up a realistic budget or savings routine

  • organizing accounts or systems

  • learning a money concept you feel ashamed to ask about

You’ll walk away with clear answers and a personalized next step.

Format:
A single session or short series, depending on your needs. 

Group Financial Education

Learn money basics together — with friends, sisters, coworkers, or your community.

This small-group learning experience makes money education approachable, enjoyable, and social.
Groups meet with Sara to learn foundational topics in a calm, supportive setting — perfect for sharing the cost and learning alongside people you trust.

Possible group themes include:

  • Budgeting with your besties

  • Investing 101 (plain English)

  • “Money Basics Brunch” sessions

  • Understanding the financial industry

  • How to talk to your advisor

  • The foundations of Canadian investing

  • Simple systems for organizing your money

Format:
Customized group sessions (2–5 people), virtual or in-person.

Bookkeeping for Women Entrepreneurs

Done-for-you financial organization for service-based businesses.

Professional, reliable monthly bookkeeping designed to support women entrepreneurs.
This service brings clarity, structure, and peace of mind — helping you stay organized, tax-ready, and confident in your numbers.

Includes:

  • monthly bookkeeping

  • income & expense tracking

  • GST/PST support

  • year-end preparation

  • clean, simple financial reports

  • optional budgeting or cashflow add-ons

Note:
This service is often by referral or subject to availability to maintain quality and capacity.

Discovery Session

For women who aren’t sure where to begin.

If you’re feeling overwhelmed, confused, or simply unsure which service is right for you, a Discovery Session offers gentle clarity.
Together, we’ll explore your goals, what you want help with, and which CHR service best fits your needs.

Perfect for women who:

  • feel behind or intimidated

  • are curious but unsure where to start

  • want to feel understood before choosing a service

  • need guidance on what support would help most

You’ll leave the session knowing exactly what your next step is.

Format:
A short, welcoming conversation with clear recommendations.