
Individual Financial Coaching
Take Control of Your Financial Future with Red PocketBook
Feeling overwhelmed by your finances? You're not alone. Red PocketBook offers personalized, holistic financial coaching tailored to your unique needs and goals. Whether you're looking to grow your wealth, reduce debt or gain financial confidence, we provide expert guidance to help you take control of your financial health.
With 20 years of industry experience, Amanda offers you a compassionate, strategic approach to ensure you not only improve your finances but also reduce stress and focus on what truly matters in life.
Ready to get started? See our financial coaching packages below and book a free discovery call to review your options.
Financial Health Checkup
The Financial Health Checkup program is perfect for individuals beginning their financial wellness journey or looking for a health check. At Red PocketBook we will work together with you to help create a clear path to reach your goals.
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We will understand your financial goals and assess your current financial health.
Getting your financial health in order - allows you to focus on what truly matters to you.
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We will find solutions to help you reach your goals. As part of this approach we will aim to simplify things for you.
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We will equip you with the knowledge needed to manage the areas we've focused on, helping you achieve your goals.
3 Sessions | $447 CDN
Financial Wellness Boost
The Financial Wellness Boost program is perfect for individuals looking to improve their long term financial health. At Red PocketBook we will work together with you to help create a clear path to reach your goals.
9 Sessions | $997 CDN
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We will understand your financial goals and assess your current financial health.
Getting your financial health in order - allows you to focus on what truly matters to you.
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We will review in detail - each area and provide recommendations aligned to your goals
Budget - Monthly and Annual views
Saving Plans - Short Term and Long Term
Debt Review (Loans, credit cards, mortgages, other)
Insurance Review
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We will put together a roadmap to help you reach your goals.
We will set clear targets for you to reach your goals - which will allow you to focus on what truly matters to you.
We will monitor these over the course of your program and refine as required.
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We will equip you with the knowledge needed to manage the areas we've focused on, helping you achieve your goals.
Total Financial Wellness Program
The Total Financial Wellness Program is ideal for individuals looking to improve their long-term financial health and may have complex goals- including business goals. At Red PocketBook we will work together with you to help create a clear path to reach your goals.
15 Sessions | $1,497 CDN
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We will understand your financial goals and assess your current financial health.
Getting your financial health in order - allows you to focus on what truly matters to you.
-
We will review in detail - each area and provide recommendations aligned to your goals
Budget - Monthly and Annual views
Saving Plans - Short Term and Long Term
Debt Review (Loans, credit cards, mortgages, other)
Insurance Review
Estate Review
Business Review
-
We will put together a roadmap to help you reach your goals.
We will set clear targets for you to reach your goals - which will allow you to focus on what truly matters to you.
We will monitor these over the course of your program and refine as required.
-
We will equip you with the knowledge needed to manage the areas we've focused on, helping you achieve your goals.
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"Working with Amanda has been a life-changing experience. I came to her with overwhelming anxiety about my mortgage because my past brokers never took the time to explain anything.… I truly don’t know what I would have done without her guidance and support. She’s more than a financial coach and mortgage agent—she’s a lifesaver!"
- S&M
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“Amanda is a diligent and compassionate Financial Coach. She provides a thorough analysis of your current state, is prompt and focused and provides advice that directly supports your financial and life goals. She provides several options to test your scenarios, remains objective and maintains confidentiality. A consummate professional and she knows her stuff! Highly recommend.”
- Sonya
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"I reached out to Amanda because I needed help getting control of my personal finances and gaining clarity around my financial situation…Her approach was insightful, empowering, and tailored to my unique needs. Thanks to Amanda, I now have a clear plan in place and feel more confident about my financial future.”
-Vanessa