10 WEEKS TO FINANCIAL FIERCENESS

A high-touch customized coaching program designed to help you create a healthy relationship and sustainable system with your money - and make it work for YOU!

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Michelle-Robertson-financial-coach-certi
 

 DO YOU FEEL LIKE... 

  • Your money is controlling you instead of the other way around?

  • You are spending too much time creating budgets and worrying about your finances?

  • You're not sure what you should be investing in or whether you are saving enough to retire?

  • Despite trying, you don't seem to be saving much money?

 IMAGINE... 

  • You finally feel in control of your money, and have confidence with the spending and saving habits you've designed for your everyday life.

  • You have a simple process to manage your money on a monthly basis, that requires only one hour of your time per month!

  • You have an investment strategy that you understand and trust, it's growing your money, and it's tax and cost efficient!

  • You are confident that you're on track for retirement because you have a plan, and you know exactly what you need to do to get there!

  • Oh, and your net worth is growing every month!

MsMoneyandMath10WeeksFinancialFierceness

WHAT YOU'LL GET:

Included in the program:

  • 6 modules of detailed curriculum

  • 10 weekly 1:1 coaching calls with me

  • Access to my Financially Fierce Workbook

  • Unlimited messaging support

  • Mini-trainings, homework and feedback

I was super intimidated and overwhelmed when it came to investing. I had a huge fear of losing everything and felt silly because I thought I should know more and better...I've carried a lot of shame around money over the years because money is emotional! Michelle helps you with the practical and the emotional! And she makes it fun! - Jenn B.

10 WEEKS TO FINANCIAL FIERCENESS CURRICULUM

Week 1: 360 You Review

We kick off this program with a 60-75 minute 1-on-1 call and a deep dive on your container and all the aspects of your life that help and hinder your growth. This is a really fun module; you will learn some things about yourself and get focused on the other aspects of your life that require attention. We will dig into your money story and any limiting beliefs you have. This module will set the stage for goal setting because your financial goals are linked to all aspects of your life and dreams, so let’s get clear!

Exercises: Deep Dive Containers exercise

Week 2: 360 Review

30-minute check-in

Week 3: Take Stock

In this module, you will show me around your financial house in a 60-75 minute 1-on-1 call. We will calculate your starting net worth, and identify specific areas that may need attention. Before we can plan, we will talk about your short and long-term goals so that we can ensure we factor these into your plans! 

Exercises: Wants and Needs Assessment, Short term/Long Term Goals, Net worth starting point, Identify areas to address

Week 4: Take Stock

30-minute check-in

Exercises: Monthly Expense Analysis homework, 50/30/20 Tool

Week 5: Make a Plan

Now that we’ve looked backwards, we can go forwards and make a plan. In this 60-75 minute call, I will guide you through my Financially Fierce Workbook, we will review your past expenses together and discuss refinements, determine your future savings goals and how they fit into your current spending habits. You’re going to have to get really honest here with what you really want – spending money mindlessly or intentionally! I’ll share my personal tips that have kept me on budget for years!

Exercises: Budget homework, Debt repayment schedule (if required)

10 WEEKS TO FINANCIAL FIERCENESS CURRICULUM

360 YOU Review

We kick off this program with a 1-on-1 deep dive into your container and all the aspects of your life that help and hinder your growth. This is a really fun module; you will learn some things about yourself and get focused on the other aspects of your life that require attention. We will dig into your money story and any limiting beliefs you have. This module will set the stage for goal setting because your financial goals are linked to all aspects of your life and dreams, so let’s get clear!

Take Stock

In this module, you will show me around your financial house. We will calculate your starting net worth, and identify specific areas that we need to address. Before we can plan, we will talk about your short and long-term goals so that we can ensure we factor these into your plans! 

Make a Plan

Now that we’ve looked backwards, we can go forwards and make a plan. In these sessions, I will guide you through my Financially Fierce Workbook, we will review your past expenses together and discuss refinements, determine your future savings goals and how they fit into your current spending habits. You’re going to have to get really honest here with what you really want – spending money mindlessly or intentionally? I’ll share my personal tips that have kept me on budget for years!

Work the Plan

Now that you’ve created a plan that you’re happy with, we’ve got to work the plan! In this module, I will introduce the Financially Fierce Cash Flow tracker, which will incorporate your new spending and saving targets and KEEP you on track! I’ve been using this tool for 10 years, and it identifies additional opportunities to put more money away AND plan for sporadic expenditures that arise. No surprises anymore!

Make your Money Work for You

In this module, I’m going to guide you through the investing landscape, and review your current portfolio and investing strategy. If you’re new to investing, we will create a structure to get your money working for you right away! I will share with you a simple and cost-effective method of investing that will save you at least a thousand dollars in the first year, and will keep paying returns year over year. You will leave this session confident and more knowledgeable that your money is working and growing for you, without becoming a stock market expert! I will introduce my monthly Net Worth tracker to incent you to track and watch your net worth grow every month!

Am I On Track for Financial Freedom?

Last, but not least, in this session we will build your retirement plan! We will take your current situation with all your assets and liabilities and input it into my financial planning software that will allow you to see if you are on the right track for retirement. It will calculate if your current savings plans that we’ve just finalized, will adequately cover you at retirement, based on the age you intend to stop working. We can play around with different scenarios so you can see what your options are – retiring early, changing jobs, selling/buying additional real estate.  This final step will give you PEACE of MIND that you are on the right track!

Let me tell you a little secret.  The most important factors to financial freedom are consistency and TIME.  The sooner you make this commitment to yourself, the SOONER your money will literally start working for itself, and the sooner money will not be a hinderance, rather a supporting factor to living the life you want to live!

ABOUT YOUR WEALTH COACH...

Hi! I’m Michelle, thank you for stopping by, I’m thrilled you’re here!  Professionally speaking, I am a Canadian Certified Professional Accountant and JRNI certified coach with over 20 years of corporate finance experience.

I am obsessed with personal financial wellness and acumen, and while I’ve been formally coaching for about a year, I’ve been doing it informally with friends and family for ages. I believe that money does not make you happy, but it can set you free. By that I mean, it can certainly be an enabler in moving towards a purposeful and happy life, and I want others to feel the confidence in their money story that I do.  You can, it’s in you.

 

Some of the most transformative work I’ve done to date is the work I’ve done with my coach.  Yup – coaches have coaches too!  She created a space for me to find my self worth, to hear my intuition, to trust how things are unfolding, and to flow and not force.  Oh, and she cheered me on the whole way while I’ve walked this path from corporate finance professional to wealth and self worth coach!  I have so much gratitude for the opportunity to work with her, and I want to be able to facilitate these immense changes I’ve witnessed in myself, for other people.

 

Imagine how good it will feel to be financially fierce!  Join me.

Michelle is very friendly, personable, and approachable. You get the sense she authentically cares about you and wants to help you find resolution...She demonstrates a high level of professionalism, confidence, emotional maturity and strong interpersonal communication skills.

Michelle was such a good sounding board for me! She asked relevant questions leading to better understanding/clarity for both of us. Michelle is so warm and friendly, I immediately felt at ease with her.