CLIENT CASE STUDY: J & T
"We always thought of ourselves as competent with money but after several attempts to curb spending on our own, we felt like we were living paycheque to paycheque and that didn’t make sense to us based on our monthly income!"
After searching for a money professional, we thankfully found Angie and began our work together. Angie took time to understand our goals -reduce specific types of debts, ensure we could afford some longer-term goals, save for unexpected costs, and allow flexibility to change our goals without feeling financially trapped.
"Working with Angie has been the best financial decision we've made, and it was followed by many more consecutive good decisions that more than offset the cost of the program."
At no point did we feel restricted, we never had to monitor or update spreadsheets along the way and never once had to argue with each other about who was spending on what.
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Angie approaches her work with extensive knowledge, professionalism, guidance and a sense of humour that helps us enjoy this process and always look forward to our meetings.
We will continue working with Angie long term to support our long-term financial goals and would highly recommend connecting with Angie to support your financial health!
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I’m not everyone’s cup of tea (I’m more like tequila). I have a no B.S. approach which can feel different in a world where people tip-toe around talking about money. My 30 minute consultations allow me to make sure I can truly help you meet your money goals, but also for you to see if I'm the right fit. I can promise I'll always give unbiased advice and provide a safe space to be financially vulnerable. I'm so excited to help you!