Our accredited & certified financial counsellors will help you set a budget, track expenses, pay off debt, save, and improve your mindset and communication about money.
Our accredited & certified financial counsellors will help you set a budget, track expenses, pay off debt, save, and improve your mindset and communication about money.
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.
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.
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.
BUDGET COACHING
FINANCIAL COACHING
FINANCIAL COACHING
Number of coaching sessions (up to 60 minutes for individuals & 90 minutes for couples
1
6
12
Personalized budget
Action plan to achieve your financial goal
Access to exclusive tools which look at your behaviors and triggers to spending
Email and phone support
30 minute support call; 30 days after your last session
30 minute mid-month support/accountability call
1 session
4-6 months
8-12 months
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: $35Individuals: $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
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
BUDGET COACHING
| What's included? | |
|---|---|
| Number of Coaching sessions (up to 60 minutes for individuals & 90 minutes for couples) | 1 |
| Personalized budget | |
| Action plan to achieve your financial goal | |
| Access to exclusive tools which look at your behaviors and triggers to spending | |
| Email and phone support | |
| 30-minute support call; 30 days after your last session | |
| 30 minute mid-month support/accountability call | |
Coaching Duration |
1 session |
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 |
|
FINANCIAL COACHING
| What's included? | |
|---|---|
| Number of Coaching sessions (up to 60 minutes for individuals & 90 minutes for couples) | 12 |
| Personalized budget | |
| Action plan to achieve your financial goal | |
| Access to exclusive tools which look at your behaviors and triggers to spending | |
| Email and phone support | |
| 30-minute support call; 30 days after your last session | |
| 30 minute mid-month support/accountability call | |
Coaching Duration |
4-6 months |
Payment Options |
|
| Individuals: $675 if prepaid or $125 per sessionper session Available in 2 installments for each $337.50 each Couples: for $945 if prepaid or $175 per session Available in 2 installments for each $427.50 each | |
FINANCIAL COACHING
| What's included? | |
|---|---|
| Number of Coaching sessions (up to 60 minutes for individuals & 90 minutes for couples) | 12 |
| Personalized budget | |
| Action plan to achieve your financial goal | |
| Access to exclusive tools which look at your behaviors and triggers to spending | |
| Email and phone support | |
| 30-minute support call; 30 days after your last session | |
| 30 minute mid-month support/accountability call | |
Coaching Duration |
8-12 months |
Payment Options |
|
| Individuals: $1620 if prepaid or $150 per session Available in quarterly installments for $405 each quarter Couples: $2160 if prepaid or $200 per session Available in quarterly installments for $540 each quarter | |
