WHAT CLIENTS ARE SAYING

Look inside: One client’s coaching journal

 Cheers to you!
“Chris and I will raise a toast to you in Tuscany Sheila. We wouldn’t have made it there without your fine coaching!” ~ Gillian

Ah ha moment
Sheila, I thought you were great today. In particular you were able to sail us through that “ah ha” moment like a master navigator. The drive home was very positive. Baby steps, but after so many years I think Julie and I have the beginnings of real foundation to work from. ~ Patrick

Learning to talk about money
At one point when we were talking about our debt, we said to Sheila, “this is shameful.” Sheila asked us where that feeling came from. In addition to helping us understand where our money goes, Sheila helped us talk about money in ways we had never done before. She helped us get away from feeling deprived and move towards feeling fortunate. ~ Richard and Ros

Simple tools that work
Thanks again for all your support and insight! Everything has been excellent, very professional and life changing! I feel more in control and I know realistically what I can do to stay in control. I’ve learned simple tools that I can actually apply to my finances that work! I believe our sessions were money well spent!  ~Salima

Now it Makes Sense!
Sheila helped me finally "Get it." I now know where my money goes, I save for the big purchases in my life and I have a plan for my financial future. ~ David, Artist

Respectful
I’ve never met anyone who gave such comprehensive budgeting advice, and in such a respectful way. You made it almost fun.
~ Barb, Nurse

Personalized
Sheila understood and respected my own personal financial goals and created a customized plan, which would assist me to achieve them! I not only met, but exceeded my goals! ~ Quentin, Co-Op Coordinator

More Time and Energy for the Self-Employed
Working with Sheila helped me concentrate on the things I needed to in order to make my business go. I knew that Sheila would highlight the important financial and budgeting issues that I needed to address, and ensure I had adequate understanding of them in order to make a good decision. It is rare to find such a knowledgeable financial advisor who is so skilled at listening and communicating. Sheila makes you feel comfortable no matter what your level of knowledge is in business and personal financial planning. ~ Danita, Consultant

Financial Stability / Positive Net Worth / Peace of Mind
Sheila helped me understand the concepts of financial planning which I continue to apply even today. Throughout that time, she was patient, encouraging and supportive. What I have reaped as a result is financial stability, positive net worth and most of all peace of mind, which is priceless indeed. I appreciate all that she has helped me attain because it truly has made a difference in my life.
~ Joyce, Administrative Assistant

Clear Financial Picture / Strategies that Work
As a self-employed person I do not have a regular paycheque and this has always made financial planning very difficult for me. When I went to see Sheila the first time I was floundering because I had gotten myself into a financial mess. I had to make some very important decisions and although I knew what needed to be done, I had no idea how to go about it. Every thing seemed confusing and complicated to me. Sheila helped me to see my financial picture clearly. With simple steps she helped me to set short and long term goals and to develop new strategies that work for me. Thank you Sheila. I now have a clearer picture of my financial position, I feel motivated and confident that I can achieve my goals. ~ Sile, Stylist

Creative Plans that Work
Sheila was dedicated, honest, thoughtful, and creative in building a financial plan that (still) works for us. Sheila also empowered us to take charge of our financial and personal goals, and in this way we became more responsible with handling our own budget (balancing our cash flow, liabilities and assets). ~ Doni & Jerry, Contractor/Teacher

WORKSHOPS

Safe and Comfortable
The all-women environment felt safe and comfortable. Hands-on exercises helped me clarify my financial picture and identify attainable goals. I learned how easy it is to get my finances in order even with a busy schedule and small salary. Sheila put us all totally at ease and explained the basics thoroughly and with humour. ~ Harriet, writer/editor

Open
I really appreciated the ability and opportunity to ask questions throughout. ~Tara