Compared to other financial coaching programs, our fees are much more affordable. We made it so that you or anyone who needs financial guidance can access quality financial coaching without breaking the bank.
Anyone can call themselves a financial coach even without certifications, but here at Resolve, you get coached by an accredited and certified financial counsellor, which ensures that you're talking to an expert that provides professional advice regarding your finances.
We understand everybody's financial situation is different, which is why we tailor our services according to your changing needs and growth so that you can follow a plan that works for you.
Feel more in control of your financial situation by making positive financial decisions.
We’ll help you make the necessary adjustments to ensure you stay on course with your plan.
Learn how to set financial boundaries and have productive conversations with your loved ones about money.
Do you find yourself living paycheque to paycheque, despite earning well? Do you struggle sticking to a planned budget? Do you feel guilt after spending knowing you should have? Do you want to improve your relationship with money and feel in control of your financial future? If you answered yes to one of more of those questions, then Financial Coaching is for you.
Here at Resolve, we believe financial wellness is not about making more money so you never have to worry, it is about making the money you have work best for you. Our Financial Wellness program offers coaching to empower you to gain control over your money to help you reduce your financial stress. Our certified financial counsellors will support you and offer tools and techniques to improve your financial wellness.
Have trouble understanding how to manage money effectively
Are tired of living paycheque to paycheque
Have tried creating a budget but have a hard time sticking to it
Want to pay off debt and increase your savings
Are ready to make a change and create a spending plan that works for you and your family
Want to achieve financial balance and the ability to plan for expenditures in advance
Want customized tools and strategies to help you overcome financial struggles and overspending
Want to develop a positive mindset about money
Want to feel empowered to make positive financial decisions
When it comes to managing your money better, it all starts with a budget. In the Budget Coaching Series, we’ll discuss…
Once we get an overview of your financial situation, we’ll create a personalized budget and action plan that will serve as your roadmap to managing your finances with confidence.
The financial coaching series covers many aspects of managing your money; we don’t just look at your budget, we also help you…
As a first step, we’ll send you a document to fill out so we can assess your current financial situation. During this process, we’ll gather information so we can understand your needs and how we can help you move towards your financial goals.
We’ll discuss where your money is being spent, what concerns you have, and what areas you would like to focus on. We will explore areas where you can save money so that you can work towards achieving financial wellness.
Before creating a budget, we’ll discuss the financial goals you want to achieve, plus how to handle debt, and what debt relief options are available to you. Once we have a clear understanding of your priorities, we will set accessible short-term, midterm, and long-term goals that will help you make positive financial decisions.
We’ll use all the valuable information we’ve gathered to create a tailored budget that fits your unique situation.
After we create a tailored budget that fits your unique situation, we’ll set actionable steps for you to work on each month to help you stay on track towards achieving financial wellness.
In our financial coaching series, we go beyond the numbers. We’ll look at your spending behaviours, patterns and triggers, and we will provide you with strategies and tools to make positive financial changes. You will also learn how to set financial boundaries and have productive conversations with your loved ones about money.
If you experience any challenges following your budget, we’ll help you make the necessary adjustments to ensure you stay on course with your spending plan.
Payment Options
Individuals: $85 per session
Couples: $125 per session
*After a session, you have the option to consult with us at a later date to make adjustments with the budget that we've created for you.Budget Update/Consultation: $35
Payment Options
Individuals: $540 if prepaid or $100 per session
Available in 2 installments for $270 each
Couples: $810 if prepaid or $150 per session
Available in 2 installments for $405 each
Payment Options
Individuals: $1080 if prepaid or $100 per session
Available in quarterly installments for $270 each quarter
Couples: $1620 if prepaid or $150 per session
Available in quarterly installments for $405 each quarter
“They helped me come up with a balanced budget and forced me to face frivolous spending habits. Very personable and easy to talk to! Definitely recommend for anyone who needs help coming up with a plan for finances for the future”
-D.C.
“I went for an appointment this week for credit counselling. My lady was so friendly and helpful. It made everything so inviting. She was also very thorough with updating my information and made sure to give me valuable knowledge and resources.”
-J.A.
-S.K
“Before coming to Resolve Counselling, I was drowning in debt and saw no end in sight. Working with Jeri pulled me out of my despair and gave me the tools I needed to feel anchored, empowered and hopeful again. I am forever grateful!”
“I’ve been overwhelmed with my finances for the past couple of years. Life has gotten busy and intense and my husband and I have not made the management of our finances a priority.
Start by booking your 20-minute free assessment. The assessment will take place via zoom or phone.
We'll try to identify your money management needs and learn more about your situation.
We'll give you suggestions on what you can do about your money management and debt repayment needs. If you choose to work with us, we'll help you identify which of our services are best for your situation.
Resolve Counselling Services is proud to have been awarded and accredited by the following organizations. These third-party independent recognitions provides you with piece of mind knowing that we meet the requirements of governing industry standards. We have been recognised for our commitment to best practice, quality, systems & processes, and continuous improvement within the counselling sector.
As a recognized community partner, Resolve Counselling Services can provide services and opportunities throughout the community for counselling and other services, by ensuring they are available for access by all.
Our Certified Credit and Financial Counsellors have years of experience in debt repayment, insolvency, budgeting, and financial goals setting. In order to keep our certification, we need to complete mandatory education units every two years, which keep us up to date on the various financial trends and concerns people face. We will take the time to get to know you and will help you develop a financial plan that is tailored to your unique situation. We will work with your strengths and find out what is important to you so that this plan really works with your life circumstances. We have various Financial Wellness Counselling programs that can be customized to meet your needs. You will also have ongoing access to our financial counsellors so you can ask questions or receive support as the need arises.
Most sessions will be by zoom or phone. If you live in the Ottawa area we do have a counsellor who would be happy to meet with you in person.
Before signing onto a package we will have a free 20 minute assessment to determine which program is a good fit for you. It would be helpful if you could be prepared to provide us with your monthly net income amount and current debt obligations.
All your information is 100% confidential.
We do not offer any debt repayment programs. Our Counsellors have many years of experience with debt repayment programs and will be able to provide you with an estimated cost of different debt repayment options as well as a referral to the appropriate organization/agency.
We are not financial advisors or financial planners. We can help you set your budget, and goals and determine the amount you can afford to invest, but we will not offer investment advice.
The clients who have gone through our programs have said they no longer feel anxious or stressed about their financial future and wish they had worked through our program sooner. Our Financial Wellness programs were created to help you achieve a positive mindset about your financial situation and a step by step plan to meet your goals. We want you to feel in control of your financial life and have the freedom to make choices that would have otherwise felt limited. Our programs are meant to provide you with support while you take your personal journey towards financial wellness. We will work with you to explore your relationship with money and how this influences your financial decisions. We will help you develop a customized toolkit with resources, strategies, goals and action steps so you can make the necessary changes to reach your financial goals. In order for this program to work, you will need to be committed to putting in the necessary work to reach your financial potential, while we are there to support you every step of the way.
In Resolve’s Financial Wellness program, we understand what it’s like to feel financial stress. That’s why we created our Financial Coaching services, so you can manage your finances with confidence, get out of debt, plan and save for the future and stop stressing about money.
