THE MISSION
Your Life Coach helping you plan for a better tomorrow
It's David's mission to increase the net worth of a growing community through thoughtful planning enabling its members to persevere empowered by purpose and intent.
EXECUTIVE COACHING |
BUSINESS & CAREER ADVISOR
YEARS OF EXPERIENCE
SUPPORTED PERSONAL PORTFOLIOS FROM $10K TO $20M+
SINGLE & FAMILY INCOME | RETIREMENT PLANNING
FACTS
The shocking truths about personal finances
Living Paycheque to Paycheque is on the rise
Year after year, the number of people living paycheque to paycheque is increasing.
70% of Canadians don't have a financial plan
Only three in ten Canadians have a financial plan.
People with a plan are more confident
Canadians who have a plan to save are more confident their savings will provide the standard of living they hope.
2 in 3 people with kids don't have enough insurance
Only 33% of parents with children under the age of 18 have life insurance, a product designed to meet the needs of the vast majority of parents with dependents.
OUR SHARED SUCCESS
What's in Store When We Work Together
- A Life/Finance Roadmap
- Understanding future needs and how to protect them
- Improved adherence to life goals
- Clear trade off between spending and saving
- A Coach during all key life decisions along their journey
- Access to a trusted network of experts
COACHING SERVICES
The zero to hero service
As an independent Life Coach David works with you to help identify the life you want and how to work within a partner of trusted resources to make it happen.
Leveraging Western and Eastern Psychologies and Financial best practices to help you feel empowered to life with intention.
LIFE COACHING
Whether you're a small business needing expertise to help steer the ship or require support in your career planning at an advisory capacity.
FINANCIAL MANAGEMENT
Whether you are a student, or just entering the workforce, newly married, or newly retired, a customized plan will be crafted for you with David's assistance to help keep you accountable.
FREE CUSTOM PLANNING TOOL
NO matter your position, it's always a good time to start planning for tomorrow. Use this FREE tool to help budget, plan and live a less-stressful life.
MORE-LIFE SERVICES
As we grow, and our living with a plan strategy becomes more focused, we will develop a broader network of partnerships that help us along the way. Stay tuned for more.
CONTACT
Free 30 mins consultation. Schedule your next call with David.
