Calgary
I provide non-biased financial education and coaching to professional women for them to be more confident with their finances. I have helped my clients with debt repayment plans, budgeting, and investment options. I have a business degree and my CPA, CMA designation and 20 years working in entrepreneurial finance roles, in addition to a Financial Coaching certificate.
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1 customer review
Jeremy
Financial Advisors
Jolie has been fabulous to work with no pressure with great advise and people skills! I highly recommend her for your financial coaching.
What do you love most about your job?
Inspiring people to make changes to improve their financial realities.
What inspired you to start your own business?
There is such a need for people to get on the right financial path and I can help guide them!
Why should our clients choose you?
I'm educated and passionate, but most importantly I'm compassionate.
Financial Coaching
Money Mindset - Values and Goals alignment with Finances - Net Worth - Spending Analysis and budgeting - Retirement calculations - Investment discussions and education