Eliminate debt. Grow your cash. Accelerate your goals.
Sensible strategies for financial well-being.
39 percent of Gen Z wants more personal finance education.
39 percent of Canadian adults say that money is their #1 source of stress.
59 percent of Canadians would rather go to a physical check-up than talk about money.
Everyone is concerned about money.
HOW IT WORKS
the experience
01
INTRODUCTION
If you think we might be a good fit for you, inquire! Let's have a brief conversation about your current situation, your goals, and determine if we're a good fit for each other.
02
DISCOVERY
In this deep dive, I learn about you, your life, and your relationship with money. We'll gather your financial details beforehand to ensure that our talk is relevant and focused.
03
ANALYSIS
Now, it's time to dig into the numbers. I'll sift through the data to uncover ways to bring you closer to your goals. This is where we break out the spreadsheets and financial projections — it's all about finding the best routes to get you where you want to be!
04
PLAN
Not everyone wants to dive into spreadsheets and projections — that's why we distill the essentials into a single, easy-to-follow page. On it you'll find a summary of your current position and your goals, as well as a list of steps you should be taking over the next 12 months to bring you closer to where you want to be.
05
MONITORING
We'll be right there with you, checking in regularly. It's like having a workout buddy for your finances! We ensure your plan is implemented smoothly, with regular check ins to confirm it's on track. Plus, you'll have ongoing access to our advice and expertise!
MEGHAN
Would recommend to anyone.
We were pretty lost with our finances, embarrassed about where we were at, at struggling to see how we were going to reach our goals, but Kylie truly cares about her clients and goes above and beyond. She talks about everything in a judgement free way and we've been at ease from the beginning.
@SPEROFINANCIALGROUP
Practical financial wisdom, minus the sales pitch. Follow me on social!