Financial Wellness Services at Resolve

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.

Or call us at 1-800-379-5556

What we offer

For people who want to manage their money better, Resolve’s Financial Wellness Program is a coaching program that helps you have a handle on where you put your money.

Affordable Coaching Fees

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.

Accredited & Certified Financial Counsellors

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.

Personalized Services That Work for You

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.

What you will get from our counselling?

Achieve financial well-being

Feel more in control of your financial situation by making positive financial decisions.

Make positive financial decisions

We’ll help you make the necessary adjustments to ensure you stay on course with your plan.

Gain control of where your money goes

Learn how to set financial boundaries and have productive conversations with your loved ones about money.

How do I know if I need financial counselling?

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.

Our Financial Wellness services are for you, if you...

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

What Financial Wellness Programs does Resolve offer?

Budget Coaching Series

When it comes to managing your money better, it all starts with a budget. In the Budget Coaching Series, we’ll discuss…

  • Where your money is being spent so we can help you find spending leaks and create areas where you can save money.
  • The specific challenges around your budget so you can overcome and avoid the common pitfalls that can steer you away from sticking to your budget.
  • What your financial goals are so that we can create an achievable action plan to meet your goals that fits your budget.

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.

Financial Coaching Series

The financial coaching series covers many aspects of managing your money; we don’t just look at your budget, we also help you…

  • Identify spending habits and provide strategies to make positive financial changes.
  • Communicate with your partner about financial concerns and goals so you can have improved and productive conversations about money.
  • Look at what triggers you to overspend so you can stay on track with your spending plan.
  • Develop a positive relationship with money so you can make positive financial decisions.
  • Set healthy boundaries with loved ones around money so you can preserve your relationship and enjoy financial peace of mind.

Budget Beyond the Numbers Method

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.

Packages & Pricing

BUDGET COACHING

Basic Coaching Package
What's included?
  • 1 coaching session (up to 60 minutes for individuals & 90 minutes for couples
  • Personalized budget
  • Action plan to achieve your financial goal
  • Coaching duration: 1 session

FINANCIAL COACHING

Standard Coaching Package
What's included?
  • 6 coaching sessions (up to 60 minutes for individuals & 90 minutes for couples
  • 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
  • Coaching duration: 4-6 months
Recommended

FINANCIAL COACHING

Premium Coaching Package
What's included?
  • 12 coaching sessions (up to 60 minutes for individuals & 90 minutes for couples
  • 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
  • 8-12 months coaching duration

Here's what others are saying about their experience with Financial Wellness Services at Resolve

“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.

“I thought that addressing my financial difficulties, establishing a realistic, effective monthly budget, and a financial ‘comfort zone’, with the possibility of repairing my credit would be a difficult, stressful, highly formalized and inflexible process. Now I can sleep well at night in the assurance that my financial well-being is going to be attainable, that I have professional and diligent support, which is both dignified and respectful.

-S.K

Ready to get started?

How Your 20-minute FREE Assessment Works

It might feel scary to make the first step towards financial wellness. We are here to guide and support you through this process with experience, patience, and a non-judgemental approach to your situation.