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Well Bean Coaching Incorporated logo logo
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Well Bean Coaching Incorporated

Calgary

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‘20 Certificate of Excellence, 2020

About

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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Reviews (1)

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5/5

1 customer review

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9 April 2020

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.

Q&As

Inspiring people to make changes to improve their financial realities.

There is such a need for people to get on the right financial path and I can help guide them!

I'm educated and passionate, but most importantly I'm compassionate.

Services

Money Mindset - Values and Goals alignment with Finances - Net Worth - Spending Analysis and budgeting - Retirement calculations - Investment discussions and education