Individual Courses

Build a Better Relationship with Money:

Me, Myself, and Money

Course Description

Dive deeper into your relationship with money. People often carry financial regrets with them and are scared to face their numbers. It’s a heavy burden to move forward with but nonetheless, you have to move forward and that means letting the past go.

Topics Covered:

  • Understanding your relationship with money
  • Exploring your values
  • Learning from your past
  • Leaving it in the past
  • Moving forward: setting expectations
  • Goals setting
  • Facing the numbers

Pre-Launch Special: C$30

(6-month access)

Build a Better Relationship with Money + Work those Numbers!

Two Course Bundle

Course Description

Start putting numbers to your goals. Look at your progress and see where you stand, what your options are, and what you need to do to make your dreams a reality. Use a flexible budgeting strategy that factors in seasonal spending and behaviours.

Topics Covered:

  • Everything in Building a Better Relationship with your Money
  • Goals setting tools, assessments, and reports for future major purchases and retirement
  • Flexible budgeting strategy and tools to factor in behavioural spending

Pre-Launch Special: C$50

(6-month access)

The Sassy Investor

Putting your Money to Work

Three Course Bundle

Course Description

This step-by-step course takes you through the investment process, from education to execution – and everything in between! Put your money to work, understand what is happening, and have a peace of mind knowing that you are looking after your own interests.

Topics Covered:

  • Everything in Building a Better Relationship with your Money & Work those Numbers
  • A step-by-step course that takes you through what you need to know and what you need to do to build an investment portfolio and how to manage it yourself

Pre-Launch Special: C$80

(6-month access)

Couples Courses

“The Other Talk” – A Couples Course

Date Night with your Finances

(and Partner)

Two Course Bundle

Course Description

Part One:

A prerequisite for leading up to “The Other Talk” with your partner. This is an individual exercise for each you and your partner to take. Understand what you value so you can set expectations for yourself and your partner. Know what you bring to the family, understanding that everyone has their own baggage that they bring in. Get used to opening up about your finances.

Part Two:

This could be one of the most vulnerable discussions you’ll have with your partner. But, vulnerability only deepens relationships.  “The Other Talk” is one of the most important discussions you can have with your partner.  Therapists have cited couples would rather discuss past relationships and their infidelities, than talk about their finances -no wonder the number one reason for divorce is due to financial reasons! Don’t be another statistic – get used to discussing financial matters with your partner.

Topics Covered:

  • Understanding your relationship with money
  • Exploring your values
  • Learning from your past
  • Setting expectations for yourself and your partner
  • Goals setting
  • Facing the numbers
  • Financial priorities and goals setting as a family
  • Goals setting tools, assessments, and reports for future major purchases, children’s education, and retirement
  • Financial boundaries
  • Investing in your relationship and yourself

Pre-Launch Special: C$65

(6-month access)

"The Other Talk"

Complete Bundle

Course Description

After having “the other talk”, start putting your numbers to work!  Use a flexible budgeting strategy that factors in seasonal spending and behaviours. Organize the household finances and get used to discussing financial matters – so there are no surprises for anyone! Dream with your partner, discuss your goals, and then make it happen.

Topics Covered:

  • Everything in Date Night with your Finances 
  • The budgeting process and organizing the family’s finances
  • Organizing family activities

Pre-Launch Special: C$80

(6-month access)