Explore Our Services
Clear, practical support,
wherever you’re starting from.
Whether you want a full picture of where you stand, help with a specific money challenge, or financial education for your group, Sara offers a calm, judgment-free place to learn and move forward.
Sara does not sell investments, insurance, or financial products. This is education and support only, designed to help you make informed decisions in your own best interest.
What We Offer
Introductory Call
Not sure where to start? Start here.
A short introductory phone call to talk through your concerns, goals, and current situation. Here we can work out which service is the right fit and what a path forward might look like for you.
Best for women who aren’t sure what kind of support they need.
Free, 20 Minutes, No Commitment Required
The Foundation Session
A clear starting point for women who are ready to finally understand where they stand.
In this one-on-one session, we will review your current financial picture, calculate your
net worth, review spending patterns, identify opportunities and gaps, and help you create a clear next step based on your goals and priorities.
You might be thinking:
“I know I should be paying more attention to my money.”
“I don’t really know where I stand financially.”
“I feel overwhelmed and don’t know where to start.”
“I want to get organized before making any big decisions.”
You’ll leave with a clear snapshot of your financial position, a better understanding of
your money, and practical next steps.
Best for women looking for a clear, honest starting point.
$120.00, 75 Minutes, In-Person or Virtual
The Focus Session
Individual support for women who have a specific money question, problem, or decision to work through.
These sessions are tailored entirely to your situation. Topics may include:
Spending and cash flow
Debt repayment strategies
Savings goals and timelines
Investing basics
TFSAs, RRSPs, RESPs, and high-interest savings accounts
Understanding financial plans and investment statements
Navigating major life decisions and transitions like buying a home or car, divorce/separation, having a child, etc.
This isn’t a rigid program or a one-size-fits-all solution. It’s thoughtful, personalized support grounded in education, clarity, and real life.
Best for women who have some financial awareness but want personalized support on a specific money question, decision, or challenge.
$120.00, 60 Minutes, In-Person or Virtual
Group Workshops
Live financial education for friends, families, workplaces, and community groups.
Money conversations are often easier when we learn together. These sessions are
designed to build financial confidence in a supportive, judgment-free and fun group setting.
Popular topics include:
Budgeting basics and spending clarity
Investing 101
Understanding TFSAs, RRSPs, and savings accounts
Money habits and financial confidence
Planning for financial goals
Sessions can be customized to meet the specific needs and goals of your group.
Best for friends, teams, workplaces, and organizations who want to learn together.
Pricing available on inquiry — customizable for your group
