In order to start making progress on taking action to make your vision a reality, you need a concrete plan. This is the precise goal of a Strategy Session.
Through a judgement free and simple process, I help guide you through the steps to clarify your vision, identify where you stand financially compared to those goals and explore the actions you need to take to make progress.
The Strategy Session is a two-hour one-on-one session with me. In it, we dive into your objectives and then I accompany you in identifying the steps that can help bridge the gaps between your current financial situation and your goals.
I’ll further help you explore how your vision is possible and what you can do to increase your belief in your abilities to make it a reality.
Schedule your Strategy Session online with Mel.
You'll receive links to the prep-work assignments through email. These should take no more than 2 hours to complete.
With the work you'll put into completing your assignments, Mel will customize your plan to achieve your vision.
During the Strategy Session, you'll discover the customized plan that serves to clarify your vision and outlines how to make it a reality.
With your plan in hand, you'll start making progress. You can choose to do this on your own. If you wish to benefit from the support that longer term coaching provides, Mel will have options for you to sign-up for accountability sessions and fast-track your progress to making your vision a reality.
Time and time again, I see that before working with me, new clients had been putting a lot of focus on the things they believed they should be doing in order to make progress. In fact, I myself spent a good part of my earlier journey doing exactly that.
While I knew I had always wanted a lot more flexibility in my life than my 9 to 5 could ever provide, I thought the best way to make progress to achieve this goal would be to reach FIRE (Financial Independence Retire Early) as soon as possible.
I initially spent very little time defining what this idea of more flexibility in my life could look like. Countless hours and energy was poured into steps that led me to slow progress towards my full financial independence, leaving me feeling depleted and impatient.
Thankfully, along the way I met some amazing people that helped me bring my focus and attention back towards my actual desires. Through a lifestyle design process, I realized entrepreneurship could get me closer to the flexibility I desired. I soon began working with a business coach on that precise goal and made more progress than I could have imagined.
When the pandemic hit and completely shifted our work-life balance, I already had a clear plan in hand for my next steps despite not being fully financially independent. I knew then immediately it was time to take the leap to leave my 9 to 5 and make my dream of more flexibility a reality.
Stop viewing what you want as something mystical that might happen if everything falls into place. Break out of the mindset that makes you feel like your desires are unrealistic.
A Strategy Session will allow you to explore how you can put in place the right steps to make your vision possible.
You’ll leave the session equipped with a concrete plan of action to achieve your vision and start making real & measurable progress that actually matters!
Mel is a financial coach. She is an expert in helping individuals, couples and families pay off debt, create budgets, and design their own financial independence roadmaps.
Over the last decade, her own family progressed from a negative net worth to achieve over 80% of their target financial independence number. Mel considers that she has already built her ideal life, working only 20 hours per week on her passion business and less in the summer, allowing her plenty of space to balance out the things that matter most to her.
In her financial coaching, she utilizes the skills and knowledge from her trilingual Bachelor’s degree in Business Administration and career as a Senior Business Analyst in the Canadian Federal Government. She has a compassionate and positive approach to finances to facilitate optimal learning and sustainable progress.
Are you done setting aside the things you would really want in your life for a tomorrow that may never come?
Investing in a Strategy Session grants you the permission to put the things that you want front and center in your customized plan. Through this process, you’ll be guided to add details to better identify the vision that you have for yourself and extract the precise data to determine what needs to be done for solid progress to make it a reality.
What’s more, a focus on utilizing your strengths and the things you’ve already put in place for your financial wellbeing will set you up to create sustainable change.
You’ll know exactly how long each step should take you on average and when to move on to the next action on your list. This will give you the information you need to evaluate your progress & determine if more support is needed to hit your goals on a specific timeline.
Anyone can benefit from the knowledge of someone who’s been through this and has seen many others adapt their plans for a journey that brings them more satisfaction.
Join me in a Strategy Session for the right support to achieve your dreams!