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 what service is thr right fit and what a path forward might look like for you.

If working together is the right fit, you’ll receive a short follow-up email afterward with clearly outlined next steps.

Best for: Women who aren’t sure what kind of support they need.

Free, 20 Minutes, No Commitment Required.

A clear starting point for women who are ready to finally take the mystery out of their money.

This isn’t a single rushed hour. It’s three sessions, spaced out purposefully, so nothing about your money gets glossed over.

Session One, 60 Minutes: We sit down together and go through your numbers to calculate your net worth, spending patterns, what’s working and what isn’t. You’ll walk away with a clearer understanding of your current financial picture and actionable next steps.

Session Two, 60 Minutes: We will take what we developed in session one and go deeper. We’ll set realistic goals, discuss financial strategies, and dig further into mindset, values, and emotions underneath it all. This is where you numbers turn into your unique money blueprint.

Session Three, 45 Minutes: Sara walks you through your money blueprint, a personalized step-by-step guide built around your next 1-3 years. You’ll leave with a clear and doable action plan designed to meet your goals in a realistic time frame.

One month later, Sara will check in to see how your blueprint is holding up in real life, not just on paper.

Everything included in your Foundation Package:

• Three 1:1 sessions

• Personalized “what to bring” lists before each session, so you’re not guessing what to gather

• Doable tasks between sessions that get you real wins you’ll feel within days

• A benchmark worksheet to see where you stand for your age and season of life

• Your blueprint - a unique step-by-step money action plan

• A check-in, one month after your package is complete

Best for: Women who feel like they should be paying more attention to their money, are overwhelmed and don’t know where to start, and are ready for clear, practical support.

$397, In-Person or Virtual

Individual support for women who have a specific money question, problem, or decision to work through.

This isn’t a rigid program or a one-size-fits all solution. It’s a thoughtful, personalized conversation grounded in education, clarity and real life. This standalone session is tailored entirely to your situation and may include, but is not limited to:

• Spending and cash flow

• Budgeting

• Understanding net worth and savings rates

• Setting financial goals

• Retirement planning basics

• Debt repayment strategies

• Savings goals and timelines

• Investing basics and education

• Money mindset, values and emotions.

• 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.

Depending on your needs, multiple sessions - Sara will let you know before you book…

Two weeks after your session, Sara will check in to see how things are landing.

Every Focus Session includes:

• A written personalized follow-up with specific, actionable next steps and helpful resources based on our session

• A 2-week check-in after our session

• The option to extend into a second session if your topic needs more time - no pressure, just honesty about scope.

Best for: Women who have some financial awareness but want personalized support on a specific money question, decision, or challenge.

$97.00, 60 Minutes, In-Person or Virtual

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