Founder & Holistic Financial Planner
My lightbulb moment came to me when my two worlds collided many years ago. With a background in physiotherapy and in-depth experience in financial services, I had the perfect tools to create a way to integrate money into our daily lives from a fully holistic perspective.
I found that traditional finances approach only the numbers side of money and disregard our beliefs, patterns, behaviours and emotions around money. And in my 20+ years as a financial advisor, I could see this was often not working well.
I’ve experienced this myself as well, in my own up-close-and-personal experience of money stress and turmoil. My journey unfolded simultaneously while raising my son as a single mom, homeschooling him, and running my own business. So my quest to find out the human side of money, as I call it, was a personal one too.
While I was working as a physiotherapist, I first started to notice money stress in my patients, as often they were unable to work as a result of their condition. I could see the negative impacts it had on their health, but at the time, I couldn’t address it.
Fast forward many years, I switched careers to financial services. Long story, but my drive to help people was always there. And I saw money stress, and its impact, even more. In my drive to understand and address this, and find the tools to address it, I became a Certified Financial Planner and studied Behavioural Finance, Cash Flow Planning and Behavioural Money Coaching.
Over time, I finally saw how both worlds, the health side and the money side, fit together. I saw how we form our money beliefs in childhood. And how these beliefs shape our patterns and behaviours in our adult life. By creating a financial plan without taking these beliefs and patterns into account, we’re missing a big piece of the puzzle. And I finally understood how our brain simply isn’t designed to handle money the way we’re taught to.
I have since created a unique approach to money, seamlessly going between the practical and human side of money to help my clients feel empowered, confident, connected, strong and, most of all, at ease, which is Money Wellness at its best!
Money Wellness Approach
This is a truly holistic approach to financial coaching that uncovers the internalized beliefs and emotions behind an individual’s financial behaviour. By focusing on the whole person and not just the numbers, you’re able to transform your emotional relationship to money and from there get a personalized and achievable financial plan.
To provide an empowering approach to personal finances that looks beyond the numbers and examines the emotional drivers that influence financial behaviour.