Financial Coaching: Get Expert Advice and Build Your Knowledge (2024)

This browser is no longer supported

×

This website is optimized for the latest, most secure and stable versions of Google Chrome, Firefox, MS Edge, Safari and Opera. Please update or switch your browser for the best viewing experience.

  • English
  • French

Close

  • About Us
  • Who We Help
    • Schools
    • Companies
    • Individuals
  • Coaching
  • Events
  • Blog
  • Contact Us

  • About Us
  • Who We Help
    • Schools
    • Companies
    • Individuals
  • Coaching
  • Events
  • Blog
  • Contact Us
    • English
    • French
  • Log In

A financial coach is a designated professional who provides guidance and serves as a financial educator. We look at your financial situation from an unbiased and holistic perspective to help you achieve your financial goals. Everyone can use a little clarity with their finances, and a little accountability goes a long way.

Our coaches are AFCC or CFP certified, do not sell financial products, and offer financial planning advice that is always in our clients’ best interest. We want to help you understand what you’re doing and ensure that it’s in line with your financial goals.

What can a Financial Coach do for me?

We’ve worked with 1000’s of clients’ who have come into our coaching program for help with cash flow management, debt reduction, increasing their credit score, learning how to invest in the stock market, purchasing real estate, preparing for retirement, and everything in between. Financial coaching can help anyone at any stage of their life, and we cater to your unique needs. We can’t wait to meet you and help you achieve financial freedom faster than you ever imagined.

Book a Free Assessment Call

The Results Speak for Themselves!

Rating of

9.3/10

on overall coaching program.

88%

of our clients reported a decrease in financial stress

100%

of our clients reported feeling more confident about theirfinances

100%

of our clients reported feeling more educated about their finances

Increase in Credit Score:

24 Points

Decrease in Credit Card Debt:

$2,784

Savings in Interest Charges:

$1,285

Decrease in Advisor Fees:

1.76%

Decrease in Monthly Spending:

$1,259

Decrease in Line of Credit Debt:

$5,514

Based on Enriched Academy coaching averages as of June 2023. Results may vary and cannot be guaranteed.

Financial Coaching: Get Expert Advice and Build Your Knowledge (3)

Trusted by

350,000+ Users

Engaging, entertaining and inspiring. We help people take control of their financial health.

Engaging, entertaining and inspiring. We help people take control of their financial health.

The Results Speak for Themselves!

Rating of

9.3/10

on overall coaching program.

88%

of our clients reported a decrease in financial stress

100%

of our client reported feeling more confident about theirfinances

100%

of our client reported feeling more educated about theirfinances

Increase in Credit Score:

24 Points

Savings in Interest Charges:

$1,285

Decrease in Monthly Spending:

$1,259

Decrease in Credit Card Debt:

$2,784

Decrease in Advisor Fees:

1.76%

Decrease in Line of credit Debt:

$5,514

Increase in Credit Score:

24 Points

Savings in Interest Charges:

$1,285

Decrease in Monthly Spending:

$1,259

Decrease in Credit Card Debt:

$2,784

Decrease in Advisor Fees:

1.76%

Increase in investment Accounts:

$3,654

*Based on Enriched Academy coaching averages as of June 2023. Results may vary and cannot be guaranteed.

Enriched Academy Works!

Hear what our coaching clients have to say...

Anita Kapitanchuck

Financial Coaching: Get Expert Advice and Build Your Knowledge (4)

Realtor

Your finances are so important to your overall well being and that of your family. Enriched Academy continually teaches us how to stay on top of our financial picture and we could not be any happier that we have gained that control back.

Mike Zita

Financial Coaching: Get Expert Advice and Build Your Knowledge (5)

I watched a video from Enriched Academy about Understanding Credit Scores and found the video invaluable with its information as my credit score was in bad shape from bankruptcy in 2018. I decided to book an appointment for an Assessment call to learn more about financial coaching and see if Enriched Academy was right for me. During that call, the individual was warm and friendly, and there was no pressure at all. And even though I still had some reservations I was won over by the fact the individual had gone through the program themselves and described it as a "game changer." After that, I dove head-first! Danielle Corcoran became my Financial Coach and worked with me for the next 6 months. Every session with her was great! She never once made me feel bad about where I was financial, she is kind, warm, friendly, personable, and genuinely wants to help. She is very knowledgeable and empathetic. I was someone who had no financial literacy, no discipline when it came to budgeting, a collapsed credit score due to bankruptcy 4 years ago, late bill payments and not understanding the repercussions of it, not knowing where my money goes every week and having no understanding of investing. Every session we tackled something new and it first started with learning where I spend my money and why I am always short on cash, which was pretty alarming. What is my Net Worth presently and where it will be in 6-months? Then she taught me how to budget (and that it can be fun), categorize my savings, learn financial defence and then focus on financial offence, with Fixed, Variables, and Long-Term, accounts. Tackling my credit score took a lot of work, regardless of being discharged, but I was able to recognize where the Credit Bureaus hadn't done their due diligence. It will take a while to get it where it was but at least it is in motion now. And I just started investing in ETF which is pretty cool! Along with Danielle's coaching, the Enriched Academy has videos that teach you about a diversity of financial literacy areas from TFSA/RRSP, Income Properties, etc and interviews with Financial Experts. And the videos are always interesting and informative. Enriched Academy IS a game-changer! It changes your mindset. At the end of 6 months, I no longer eat out (unless for a special occasion), spend money foolishly at the spur of the moment, I know where my money is going, bills are paid on time, I plan my meals and cook at home and I no longer spend $400/month eating on the go, no longer buy coffees at Starbucks whenever the mood strikes but drink the coffee at work (which saves me a ton of money) and enjoy my coffee at home on weekends. I am not burning through my money cluelessly before the next pay cheque. Having a Financial Coach is no different than having a Fitness Coach. They will get you further than you could on your own, support you along the way, hold you accountable but mainly learn to be accountable to yourself, and teach you that the journey can be exciting and not worry about money every month. My Net Worth has risen substantially! And I have decided to continue working with my Financial Coach as the financial journey never ends.

Read More

Michelle H.

Financial Coaching: Get Expert Advice and Build Your Knowledge (6)

Going through Enriched Academy's coaching program has truly been one of the best investments of my life. As a newly divorced mom of 2, I realized that I needed to get organized with my finances. Suddenly the weight of it all was on my shoulders and I wanted to make sure that my kids and I were going to be safe now and far into the future. I attended an online webinar hosted by Kevin and could tell that Enriched Academy was an honest company trying to do some good. To be honest, it was a bit scary to sign up as I didn't feel like I had the financial means to do so but I knew in my gut that this would be worth it and was it ever! This program has completely paid for itself. Yes, I've reduced my spending, improved my credit score, and increased my net worth... but the biggest result for me was having the confidence for the first time in my life when it comes to my finances. I know exactly where I stand financially, what my future goals are, and the steps I need to take to get there. This always felt like a big, scary, and complicated task, but with the help of my coach, I finally feel confident about my financial future. This program has changed my life and I am forever grateful!! Thank you, thank you, thank you!!

Read More

Andrea and Dan

Financial Coaching: Get Expert Advice and Build Your Knowledge (7)

Financial Coaching: Get Expert Advice and Build Your Knowledge (8)

The accountability with Megan was was absolutely enormous. That's kind of what we needed. And after completing the coaching program I just have the sense of relief.We're both on the same page with regards to our finances and I just feel way more confident and relaxed about our financial.During the budget and working with Megan, we were actually able to buy a condo in Langley, BC which was just enormous because I really didn't think that that was going to be possible. And that was really all because of the the budgeting that we we knew that we were able to do it and we had RSVP's we were able to utilize the first home buyers plan and and now I have you know investments I have the confidence to invest.

Read More

Carmen H.

Financial Coaching: Get Expert Advice and Build Your Knowledge (9)

I started my coaching with Alanna in June 2022. I was recently divorced with two young kids and my financial situation was causing me a great deal of stress. My sister had completed the Enriched Academy program and encouraged me to look into it. I had some hesitation around the cost of coaching, but I knew that I needed to gain control of my financial situation, so I decided to go ahead with it.For my entire adult life, I have been in debt. No matter how much my income was, I always managed to spend it, and more. My debt was growing every month and I did my best not to add up all the balances on my credit cards and lines of credit, because that number was scary and was slowly getting worse. I barely paid attention to prices and always treated myself to meals out, new clothing and vacations. My spending was out of control and I didn't know where to start or how to be strategic about fixing my situation.Through coaching, Alanna helped me to analyze my spending and look for ways to cut my bills back. She encouraged me to sell things I don't need need and put the cash toward my debt. I quickly became sharply focused on how I could put as much money as possible toward my debt. Watching my net worth grow has been so satisfying and even more fun than buying clothes! For the very first time in my life, I'm excited about NOT spending money. And now, when I take a vacation or go for a dinner that I've budgeted for, they're even more fun because I know I'm not setting myself backwards.Alanna also had me look at how much I will need for retirement, which was a lot more than I had guessed. I have a pension at work and had always just figured that would cover my retirement, but it became clear that saving and investing is definitely necessary for me to have the life I want in retirement. Once my debts are paid, I am very excited to move into investment-mode, with the support of the Maintenance Program.I have made a huge impact on my debt in the last 6 months, and I expect to clear the rest of my consumer debt by the middle of 2023. This will be the first time in 20 years I'll be able to say that I'm debt free. Words cannot express how grateful I am for Alanna, the program, and to my sister for encouraging me to join. I didn't even realize how much my debt was weighing on me until it started to lift. I feel such pride and excitement that I am finally in control of my life.I cannot say enough wonderful things about this program and I can say with confidence that it's changed my life.

Read More

Karolina and Don

Financial Coaching: Get Expert Advice and Build Your Knowledge (10)

Financial Coaching: Get Expert Advice and Build Your Knowledge (11)

We contacted the Enriched Academy to see if the program would help us getting our finances in order. We are citizens of Canada and the US so our situation was a little bit complex as it span across the border. We are also mature newlyweds and wanted to get a grasp on our new financial situations, after both of us were single for a long time. We enjoyed working with Alanna very much. She was very to the point, understood our situation and listened to us. She guided us through what we thought was a very difficult decision to take our considerable savings to pay off our debts. Turns out, it was not as difficult as we thought and actually brought us peace of mind that we are right now, debt-free. Additionally, doing the budget and seeing where we were bleeding money was truly eye opening! The financial investment into the program was worth every penny as within the 6 months, we lowered our expenses by a similar amount. We continue to use the budget and follow the advice we received. We would encourage everyone to go through the program. You will find that regardless of where you think your finances are, you will gain knowledge and learn tools that will help you in the long run. We wish this program was taught in high school when we were attending!

Read More

Chris Jackson

Financial Coaching: Get Expert Advice and Build Your Knowledge (12)

Realtor

One of if not the best financial decision I made, it paid for its self 10x over at least. Stick to the system, and it works, yes you might slip into old habits but as long as you go back to the system it's works. Contact me anytime, I will share my story.

Karey Salem

Financial Coaching: Get Expert Advice and Build Your Knowledge (13)

Realtor

The Enriched Academy Coaching program has been life changing! I learned the incredible value of budgeting and understanding where all my money was going.

Kimme Myles

Financial Coaching: Get Expert Advice and Build Your Knowledge (14)

After completing my first year of Financial Freedom coaching andseeing incredible results with my finances, it was a no-brainer thatI continue with the Wealth Builder Program.The continuation of coaching is quite amazing. I received so muchbenefit in organizing my finances and setting up the foundationthroughout Financial Freedom. But, in the Wealth Builder program,I really put new knowledge into action. My TFSA increased$15,217, I saved $2,353 in MER fees, and $5,950 in interestcharges against an investment loan that I decided to cash in.Overall, my Net Worth increased by $99,239. The most incrediblepart; I started to use my HELOC to invest in private lending,allowing me to see returns between 8-11%.My money is truly working for me while I am sleeping, and I ammore diversified in my finances than I have ever been in mylife. Having a coach in your corner throughout Financial Freedomis amazing but continuing with their Wealth Builder Coaching wasthe best financial decision that I ever made. I’m currently in my 5thyear of working with them, and the results just keep gettingbetter!

Read More

Sara Walsh and Brett Perreault

Financial Coaching: Get Expert Advice and Build Your Knowledge (15)

Realtor

I was floored by the Enriched Academy Wealth Building Bootcamp, so much so my wife and I signed up for the coaching program the day of the Bootcamp. It’s truly one of the best investments we’ve ever made.

Jeff Poh

Financial Coaching: Get Expert Advice and Build Your Knowledge (16)

Realtor

Enriched Academy gave us the tools, insights and knowledge to budget our lifestyle while saving and investing for our future. A huge thank you from us.

Jackie Mussel

Financial Coaching: Get Expert Advice and Build Your Knowledge (17)

Fire Services Coordinator

If you are considering Financial Coaching as a method to improve your personal financial situation, my question to you is…What are you waiting for? Do it. Now. There will never be a better time than now. Invest in yourself, your future and your family. You won't be disappointed in the results from Enriched Academy.

Read More

Financial Coaching: Get Expert Advice and Build Your Knowledge (18)

Your finances are so important to your overall well being and that of your family. Enriched Academy continually teaches us how to stay on top of our financial picture and we could not be any happier that we have gained that control back.

Anita Kapitanchuck

Financial Coaching: Get Expert Advice and Build Your Knowledge (19)

I watched a video from Enriched Academy about Understanding Credit Scores and found the video invaluable with its information as my credit score was in bad shape from bankruptcy in 2018. I decided to book an appointment for an Assessment call to learn more about financial coaching and see if Enriched Academy was right for me. During that call, the individual was warm and friendly, and there was no pressure at all. And even though I still had some reservations I was won over by the fact the individual had gone through the program themselves and described it as a "game changer." After that, I dove head-first! Danielle Corcoran became my Financial Coach and worked with me for the next 6 months. Every session with her was great! She never once made me feel bad about where I was financial, she is kind, warm, friendly, personable, and genuinely wants to help. She is very knowledgeable and empathetic. I was someone who had no financial literacy, no discipline when it came to budgeting, a collapsed credit score due to bankruptcy 4 years ago, late bill payments and not understanding the repercussions of it, not knowing where my money goes every week and having no understanding of investing. Every session we tackled something new and it first started with learning where I spend my money and why I am always short on cash, which was pretty alarming. What is my Net Worth presently and where it will be in 6-months? Then she taught me how to budget (and that it can be fun), categorize my savings, learn financial defence and then focus on financial offence, with Fixed, Variables, and Long-Term, accounts. Tackling my credit score took a lot of work, regardless of being discharged, but I was able to recognize where the Credit Bureaus hadn't done their due diligence. It will take a while to get it where it was but at least it is in motion now. And I just started investing in ETF which is pretty cool! Along with Danielle's coaching, the Enriched Academy has videos that teach you about a diversity of financial literacy areas from TFSA/RRSP, Income Properties, etc and interviews with Financial Experts. And the videos are always interesting and informative. Enriched Academy IS a game-changer! It changes your mindset. At the end of 6 months, I no longer eat out (unless for a special occasion), spend money foolishly at the spur of the moment, I know where my money is going, bills are paid on time, I plan my meals and cook at home and I no longer spend $400/month eating on the go, no longer buy coffees at Starbucks whenever the mood strikes but drink the coffee at work (which saves me a ton of money) and enjoy my coffee at home on weekends. I am not burning through my money cluelessly before the next pay cheque. Having a Financial Coach is no different than having a Fitness Coach. They will get you further than you could on your own, support you along the way, hold you accountable but mainly learn to be accountable to yourself, and teach you that the journey can be exciting and not worry about money every month. My Net Worth has risen substantially! And I have decided to continue working with my Financial Coach as the financial journey never ends.

Mike Zita

Financial Coaching: Get Expert Advice and Build Your Knowledge (20)

Going through Enriched Academy's coaching program has truly been one of the best investments of my life. As a newly divorced mom of 2, I realized that I needed to get organized with my finances. Suddenly the weight of it all was on my shoulders and I wanted to make sure that my kids and I were going to be safe now and far into the future. I attended an online webinar hosted by Kevin and could tell that Enriched Academy was an honest company trying to do some good. To be honest, it was a bit scary to sign up as I didn't feel like I had the financial means to do so but I knew in my gut that this would be worth it and was it ever! This program has completely paid for itself. Yes, I've reduced my spending, improved my credit score, and increased my net worth... but the biggest result for me was having the confidence for the first time in my life when it comes to my finances. I know exactly where I stand financially, what my future goals are, and the steps I need to take to get there. This always felt like a big, scary, and complicated task, but with the help of my coach, I finally feel confident about my financial future. This program has changed my life and I am forever grateful!! Thank you, thank you, thank you!!

Michelle H.

Financial Coaching: Get Expert Advice and Build Your Knowledge (21)

The accountability with Megan was was absolutely enormous. That's kind of what we needed. And after completing the coaching program I just have the sense of relief.We're both on the same page with regards to our finances and I just feel way more confident and relaxed about our financial.During the budget and working with Megan, we were actually able to buy a condo in Langley, BC which was just enormous because I really didn't think that that was going to be possible. And that was really all because of the the budgeting that we we knew that we were able to do it and we had RSVP's we were able to utilize the first home buyers plan and and now I have you know investments I have the confidence to invest.

Andrea And Dan

Financial Coaching: Get Expert Advice and Build Your Knowledge (22)

I started my coaching with Alanna in June 2022. I was recently divorced with two young kids and my financial situation was causing me a great deal of stress. My sister had completed the Enriched Academy program and encouraged me to look into it. I had some hesitation around the cost of coaching, but I knew that I needed to gain control of my financial situation, so I decided to go ahead with it.For my entire adult life, I have been in debt. No matter how much my income was, I always managed to spend it, and more. My debt was growing every month and I did my best not to add up all the balances on my credit cards and lines of credit, because that number was scary and was slowly getting worse. I barely paid attention to prices and always treated myself to meals out, new clothing and vacations. My spending was out of control and I didn't know where to start or how to be strategic about fixing my situation.Through coaching, Alanna helped me to analyze my spending and look for ways to cut my bills back. She encouraged me to sell things I don't need need and put the cash toward my debt. I quickly became sharply focused on how I could put as much money as possible toward my debt. Watching my net worth grow has been so satisfying and even more fun than buying clothes! For the very first time in my life, I'm excited about NOT spending money. And now, when I take a vacation or go for a dinner that I've budgeted for, they're even more fun because I know I'm not setting myself backwards.Alanna also had me look at how much I will need for retirement, which was a lot more than I had guessed. I have a pension at work and had always just figured that would cover my retirement, but it became clear that saving and investing is definitely necessary for me to have the life I want in retirement. Once my debts are paid, I am very excited to move into investment-mode, with the support of the Maintenance Program.I have made a huge impact on my debt in the last 6 months, and I expect to clear the rest of my consumer debt by the middle of 2023. This will be the first time in 20 years I'll be able to say that I'm debt free. Words cannot express how grateful I am for Alanna, the program, and to my sister for encouraging me to join. I didn't even realize how much my debt was weighing on me until it started to lift. I feel such pride and excitement that I am finally in control of my life.I cannot say enough wonderful things about this program and I can say with confidence that it's changed my life.

Carmen H.

Financial Coaching: Get Expert Advice and Build Your Knowledge (23)

We contacted the Enriched Academy to see if the program would help us getting our finances in order. We are citizens of Canada and the US so our situation was a little bit complex as it span across the border. We are also mature newlyweds and wanted to get a grasp on our new financial situations, after both of us were single for a long time. We enjoyed working with Alanna very much. She was very to the point, understood our situation and listened to us. She guided us through what we thought was a very difficult decision to take our considerable savings to pay off our debts. Turns out, it was not as difficult as we thought and actually brought us peace of mind that we are right now, debt-free. Additionally, doing the budget and seeing where we were bleeding money was truly eye opening! The financial investment into the program was worth every penny as within the 6 months, we lowered our expenses by a similar amount. We continue to use the budget and follow the advice we received. We would encourage everyone to go through the program. You will find that regardless of where you think your finances are, you will gain knowledge and learn tools that will help you in the long run. We wish this program was taught in high school when we were attending!

Karolina And Don

Financial Coaching: Get Expert Advice and Build Your Knowledge (24)

One of if not the best financial decision I made, it paid for its self 10x over at least. Stick to the system, and it works, yes you might slip into old habits but as long as you go back to the system it's works. Contact me anytime, I will share my story.

Chris Jackson

Financial Coaching: Get Expert Advice and Build Your Knowledge (25)

The Enriched Academy Coaching program has been life changing! I learned the incredible value of budgeting and understanding where all my money was going.

Karey Salem

Financial Coaching: Get Expert Advice and Build Your Knowledge (26)

After completing my first year of Financial Freedom coaching andseeing incredible results with my finances, it was a no-brainer thatI continue with the Wealth Builder Program.The continuation of coaching is quite amazing. I received so muchbenefit in organizing my finances and setting up the foundationthroughout Financial Freedom. But, in the Wealth Builder program,I really put new knowledge into action. My TFSA increased$15,217, I saved $2,353 in MER fees, and $5,950 in interestcharges against an investment loan that I decided to cash in.Overall, my Net Worth increased by $99,239. The most incrediblepart; I started to use my HELOC to invest in private lending,allowing me to see returns between 8-11%.My money is truly working for me while I am sleeping, and I ammore diversified in my finances than I have ever been in mylife. Having a coach in your corner throughout Financial Freedomis amazing but continuing with their Wealth Builder Coaching wasthe best financial decision that I ever made. I’m currently in my 5thyear of working with them, and the results just keep gettingbetter!

Kimme Myles

Financial Coaching: Get Expert Advice and Build Your Knowledge (27)

I was floored by the Enriched Academy Wealth Building Bootcamp, so much so my wife and I signed up for the coaching program the day of the Bootcamp. It’s truly one of the best investments we’ve ever made.

Sara Walsh And Brett Perreault

Financial Coaching: Get Expert Advice and Build Your Knowledge (28)

Enriched Academy gave us the tools, insights and knowledge to budget our lifestyle while saving and investing for our future. A huge thank you from us.

Jeff Poh

Financial Coaching: Get Expert Advice and Build Your Knowledge (29)

If you are considering Financial Coaching as a method to improve your personal financial situation, my question to you is…What are you waiting for? Do it. Now. There will never be a better time than now. Invest in yourself, your future and your family. You won't be disappointed in the results from Enriched Academy.

Jackie Mussel

Your finances are so important to your overall well being and that of your family. Enriched Academy continually teaches us how to stay on top of our financial picture and we could not be any happier that we have gained that control back.

Close

Anita Kapitanchuck

Your finances are so important to your overall well being and that of your family. Enriched Academy continually teaches us how to stay on top of our financial picture and we could not be any happier that we have gained that control back.

Read More

I watched a video from Enriched Academy about Understanding Credit Scores and found the video invaluable with its information as my credit score was in bad shape from bankruptcy in 2018. I decided to book an appointment for an Assessment call to learn more about financial coaching and see if Enriched Academy was right for me. During that call, the individual was warm and friendly, and there was no pressure at all. And even though I still had some reservations I was won over by the fact the individual had gone through the program themselves and described it as a "game changer." After that, I dove head-first! Danielle Corcoran became my Financial Coach and worked with me for the next 6 months. Every session with her was great! She never once made me feel bad about where I was financial, she is kind, warm, friendly, personable, and genuinely wants to help. She is very knowledgeable and empathetic. I was someone who had no financial literacy, no discipline when it came to budgeting, a collapsed credit score due to bankruptcy 4 years ago, late bill payments and not understanding the repercussions of it, not knowing where my money goes every week and having no understanding of investing. Every session we tackled something new and it first started with learning where I spend my money and why I am always short on cash, which was pretty alarming. What is my Net Worth presently and where it will be in 6-months? Then she taught me how to budget (and that it can be fun), categorize my savings, learn financial defence and then focus on financial offence, with Fixed, Variables, and Long-Term, accounts. Tackling my credit score took a lot of work, regardless of being discharged, but I was able to recognize where the Credit Bureaus hadn't done their due diligence. It will take a while to get it where it was but at least it is in motion now. And I just started investing in ETF which is pretty cool! Along with Danielle's coaching, the Enriched Academy has videos that teach you about a diversity of financial literacy areas from TFSA/RRSP, Income Properties, etc and interviews with Financial Experts. And the videos are always interesting and informative. Enriched Academy IS a game-changer! It changes your mindset. At the end of 6 months, I no longer eat out (unless for a special occasion), spend money foolishly at the spur of the moment, I know where my money is going, bills are paid on time, I plan my meals and cook at home and I no longer spend $400/month eating on the go, no longer buy coffees at Starbucks whenever the mood strikes but drink the coffee at work (which saves me a ton of money) and enjoy my coffee at home on weekends. I am not burning through my money cluelessly before the next pay cheque. Having a Financial Coach is no different than having a Fitness Coach. They will get you further than you could on your own, support you along the way, hold you accountable but mainly learn to be accountable to yourself, and teach you that the journey can be exciting and not worry about money every month. My Net Worth has risen substantially! And I have decided to continue working with my Financial Coach as the financial journey never ends.

Close

Mike Zita

I watched a video from Enriched Academy about Understanding Credit Scores and found the video invaluable with its information as my credit score was in bad shape from bankruptcy in 2018. I decided to book an appointment for an Assessment call to learn more about financial coaching and see if Enriched Academy was right for me. During that call, the individual was warm and friendly, and there was no pressure at all. And even though I still had some reservations I was won over by the fact the individual had gone through the program themselves and described it as a "game changer." After that, I dove head-first! Danielle Corcoran became my Financial Coach and worked with me for the next 6 months. Every session with her was great! She never once made me feel bad about where I was financial, she is kind, warm, friendly, personable, and genuinely wants to help. She is very knowledgeable and empathetic. I was someone who had no financial literacy, no discipline when it came to budgeting, a collapsed credit score due to bankruptcy 4 years ago, late bill payments and not understanding the repercussions of it, not knowing where my money goes every week and having no understanding of investing. Every session we tackled something new and it first started with learning where I spend my money and why I am always short on cash, which was pretty alarming. What is my Net Worth presently and where it will be in 6-months? Then she taught me how to budget (and that it can be fun), categorize my savings, learn financial defence and then focus on financial offence, with Fixed, Variables, and Long-Term, accounts. Tackling my credit score took a lot of work, regardless of being discharged, but I was able to recognize where the Credit Bureaus hadn't done their due diligence. It will take a while to get it where it was but at least it is in motion now. And I just started investing in ETF which is pretty cool! Along with Danielle's coaching, the Enriched Academy has videos that teach you about a diversity of financial literacy areas from TFSA/RRSP, Income Properties, etc and interviews with Financial Experts. And the videos are always interesting and informative. Enriched Academy IS a game-changer! It changes your mindset. At the end of 6 months, I no longer eat out (unless for a special occasion), spend money foolishly at the spur of the moment, I know where my money is going, bills are paid on time, I plan my meals and cook at home and I no longer spend $400/month eating on the go, no longer buy coffees at Starbucks whenever the mood strikes but drink the coffee at work (which saves me a ton of money) and enjoy my coffee at home on weekends. I am not burning through my money cluelessly before the next pay cheque. Having a Financial Coach is no different than having a Fitness Coach. They will get you further than you could on your own, support you along the way, hold you accountable but mainly learn to be accountable to yourself, and teach you that the journey can be exciting and not worry about money every month. My Net Worth has risen substantially! And I have decided to continue working with my Financial Coach as the financial journey never ends.

Read More

Going through Enriched Academy's coaching program has truly been one of the best investments of my life. As a newly divorced mom of 2, I realized that I needed to get organized with my finances. Suddenly the weight of it all was on my shoulders and I wanted to make sure that my kids and I were going to be safe now and far into the future. I attended an online webinar hosted by Kevin and could tell that Enriched Academy was an honest company trying to do some good. To be honest, it was a bit scary to sign up as I didn't feel like I had the financial means to do so but I knew in my gut that this would be worth it and was it ever! This program has completely paid for itself. Yes, I've reduced my spending, improved my credit score, and increased my net worth... but the biggest result for me was having the confidence for the first time in my life when it comes to my finances. I know exactly where I stand financially, what my future goals are, and the steps I need to take to get there. This always felt like a big, scary, and complicated task, but with the help of my coach, I finally feel confident about my financial future. This program has changed my life and I am forever grateful!! Thank you, thank you, thank you!!

Close

Michelle H.

Going through Enriched Academy's coaching program has truly been one of the best investments of my life. As a newly divorced mom of 2, I realized that I needed to get organized with my finances. Suddenly the weight of it all was on my shoulders and I wanted to make sure that my kids and I were going to be safe now and far into the future. I attended an online webinar hosted by Kevin and could tell that Enriched Academy was an honest company trying to do some good. To be honest, it was a bit scary to sign up as I didn't feel like I had the financial means to do so but I knew in my gut that this would be worth it and was it ever! This program has completely paid for itself. Yes, I've reduced my spending, improved my credit score, and increased my net worth... but the biggest result for me was having the confidence for the first time in my life when it comes to my finances. I know exactly where I stand financially, what my future goals are, and the steps I need to take to get there. This always felt like a big, scary, and complicated task, but with the help of my coach, I finally feel confident about my financial future. This program has changed my life and I am forever grateful!! Thank you, thank you, thank you!!

Read More

The accountability with Megan was was absolutely enormous. That's kind of what we needed. And after completing the coaching program I just have the sense of relief.We're both on the same page with regards to our finances and I just feel way more confident and relaxed about our financial.During the budget and working with Megan, we were actually able to buy a condo in Langley, BC which was just enormous because I really didn't think that that was going to be possible. And that was really all because of the the budgeting that we we knew that we were able to do it and we had RSVP's we were able to utilize the first home buyers plan and and now I have you know investments I have the confidence to invest.

Close

Financial Coaching: Get Expert Advice and Build Your Knowledge (30)

Andrea And Dan

The accountability with Megan was was absolutely enormous. That's kind of what we needed. And after completing the coaching program I just have the sense of relief.We're both on the same page with regards to our finances and I just feel way more confident and relaxed about our financial.During the budget and working with Megan, we were actually able to buy a condo in Langley, BC which was just enormous because I really didn't think that that was going to be possible. And that was really all because of the the budgeting that we we knew that we were able to do it and we had RSVP's we were able to utilize the first home buyers plan and and now I have you know investments I have the confidence to invest.

Read More

I started my coaching with Alanna in June 2022. I was recently divorced with two young kids and my financial situation was causing me a great deal of stress. My sister had completed the Enriched Academy program and encouraged me to look into it. I had some hesitation around the cost of coaching, but I knew that I needed to gain control of my financial situation, so I decided to go ahead with it.For my entire adult life, I have been in debt. No matter how much my income was, I always managed to spend it, and more. My debt was growing every month and I did my best not to add up all the balances on my credit cards and lines of credit, because that number was scary and was slowly getting worse. I barely paid attention to prices and always treated myself to meals out, new clothing and vacations. My spending was out of control and I didn't know where to start or how to be strategic about fixing my situation.Through coaching, Alanna helped me to analyze my spending and look for ways to cut my bills back. She encouraged me to sell things I don't need need and put the cash toward my debt. I quickly became sharply focused on how I could put as much money as possible toward my debt. Watching my net worth grow has been so satisfying and even more fun than buying clothes! For the very first time in my life, I'm excited about NOT spending money. And now, when I take a vacation or go for a dinner that I've budgeted for, they're even more fun because I know I'm not setting myself backwards.Alanna also had me look at how much I will need for retirement, which was a lot more than I had guessed. I have a pension at work and had always just figured that would cover my retirement, but it became clear that saving and investing is definitely necessary for me to have the life I want in retirement. Once my debts are paid, I am very excited to move into investment-mode, with the support of the Maintenance Program.I have made a huge impact on my debt in the last 6 months, and I expect to clear the rest of my consumer debt by the middle of 2023. This will be the first time in 20 years I'll be able to say that I'm debt free. Words cannot express how grateful I am for Alanna, the program, and to my sister for encouraging me to join. I didn't even realize how much my debt was weighing on me until it started to lift. I feel such pride and excitement that I am finally in control of my life.I cannot say enough wonderful things about this program and I can say with confidence that it's changed my life.

Close

Carmen H.

I started my coaching with Alanna in June 2022. I was recently divorced with two young kids and my financial situation was causing me a great deal of stress. My sister had completed the Enriched Academy program and encouraged me to look into it. I had some hesitation around the cost of coaching, but I knew that I needed to gain control of my financial situation, so I decided to go ahead with it.For my entire adult life, I have been in debt. No matter how much my income was, I always managed to spend it, and more. My debt was growing every month and I did my best not to add up all the balances on my credit cards and lines of credit, because that number was scary and was slowly getting worse. I barely paid attention to prices and always treated myself to meals out, new clothing and vacations. My spending was out of control and I didn't know where to start or how to be strategic about fixing my situation.Through coaching, Alanna helped me to analyze my spending and look for ways to cut my bills back. She encouraged me to sell things I don't need need and put the cash toward my debt. I quickly became sharply focused on how I could put as much money as possible toward my debt. Watching my net worth grow has been so satisfying and even more fun than buying clothes! For the very first time in my life, I'm excited about NOT spending money. And now, when I take a vacation or go for a dinner that I've budgeted for, they're even more fun because I know I'm not setting myself backwards.Alanna also had me look at how much I will need for retirement, which was a lot more than I had guessed. I have a pension at work and had always just figured that would cover my retirement, but it became clear that saving and investing is definitely necessary for me to have the life I want in retirement. Once my debts are paid, I am very excited to move into investment-mode, with the support of the Maintenance Program.I have made a huge impact on my debt in the last 6 months, and I expect to clear the rest of my consumer debt by the middle of 2023. This will be the first time in 20 years I'll be able to say that I'm debt free. Words cannot express how grateful I am for Alanna, the program, and to my sister for encouraging me to join. I didn't even realize how much my debt was weighing on me until it started to lift. I feel such pride and excitement that I am finally in control of my life.I cannot say enough wonderful things about this program and I can say with confidence that it's changed my life.

Read More

We contacted the Enriched Academy to see if the program would help us getting our finances in order. We are citizens of Canada and the US so our situation was a little bit complex as it span across the border. We are also mature newlyweds and wanted to get a grasp on our new financial situations, after both of us were single for a long time. We enjoyed working with Alanna very much. She was very to the point, understood our situation and listened to us. She guided us through what we thought was a very difficult decision to take our considerable savings to pay off our debts. Turns out, it was not as difficult as we thought and actually brought us peace of mind that we are right now, debt-free. Additionally, doing the budget and seeing where we were bleeding money was truly eye opening! The financial investment into the program was worth every penny as within the 6 months, we lowered our expenses by a similar amount. We continue to use the budget and follow the advice we received. We would encourage everyone to go through the program. You will find that regardless of where you think your finances are, you will gain knowledge and learn tools that will help you in the long run. We wish this program was taught in high school when we were attending!

Close

Financial Coaching: Get Expert Advice and Build Your Knowledge (31)

Karolina And Don

We contacted the Enriched Academy to see if the program would help us getting our finances in order. We are citizens of Canada and the US so our situation was a little bit complex as it span across the border. We are also mature newlyweds and wanted to get a grasp on our new financial situations, after both of us were single for a long time. We enjoyed working with Alanna very much. She was very to the point, understood our situation and listened to us. She guided us through what we thought was a very difficult decision to take our considerable savings to pay off our debts. Turns out, it was not as difficult as we thought and actually brought us peace of mind that we are right now, debt-free. Additionally, doing the budget and seeing where we were bleeding money was truly eye opening! The financial investment into the program was worth every penny as within the 6 months, we lowered our expenses by a similar amount. We continue to use the budget and follow the advice we received. We would encourage everyone to go through the program. You will find that regardless of where you think your finances are, you will gain knowledge and learn tools that will help you in the long run. We wish this program was taught in high school when we were attending!

Read More

One of if not the best financial decision I made, it paid for its self 10x over at least. Stick to the system, and it works, yes you might slip into old habits but as long as you go back to the system it's works. Contact me anytime, I will share my story.

Close

Chris Jackson

One of if not the best financial decision I made, it paid for its self 10x over at least. Stick to the system, and it works, yes you might slip into old habits but as long as you go back to the system it's works. Contact me anytime, I will share my story.

Read More

The Enriched Academy Coaching program has been life changing! I learned the incredible value of budgeting and understanding where all my money was going.

Close

Karey Salem

The Enriched Academy Coaching program has been life changing! I learned the incredible value of budgeting and understanding where all my money was going.

Read More

After completing my first year of Financial Freedom coaching andseeing incredible results with my finances, it was a no-brainer thatI continue with the Wealth Builder Program.The continuation of coaching is quite amazing. I received so muchbenefit in organizing my finances and setting up the foundationthroughout Financial Freedom. But, in the Wealth Builder program,I really put new knowledge into action. My TFSA increased$15,217, I saved $2,353 in MER fees, and $5,950 in interestcharges against an investment loan that I decided to cash in.Overall, my Net Worth increased by $99,239. The most incrediblepart; I started to use my HELOC to invest in private lending,allowing me to see returns between 8-11%.My money is truly working for me while I am sleeping, and I ammore diversified in my finances than I have ever been in mylife. Having a coach in your corner throughout Financial Freedomis amazing but continuing with their Wealth Builder Coaching wasthe best financial decision that I ever made. I’m currently in my 5thyear of working with them, and the results just keep gettingbetter!

Close

Kimme Myles

After completing my first year of Financial Freedom coaching andseeing incredible results with my finances, it was a no-brainer thatI continue with the Wealth Builder Program.The continuation of coaching is quite amazing. I received so muchbenefit in organizing my finances and setting up the foundationthroughout Financial Freedom. But, in the Wealth Builder program,I really put new knowledge into action. My TFSA increased$15,217, I saved $2,353 in MER fees, and $5,950 in interestcharges against an investment loan that I decided to cash in.Overall, my Net Worth increased by $99,239. The most incrediblepart; I started to use my HELOC to invest in private lending,allowing me to see returns between 8-11%.My money is truly working for me while I am sleeping, and I ammore diversified in my finances than I have ever been in mylife. Having a coach in your corner throughout Financial Freedomis amazing but continuing with their Wealth Builder Coaching wasthe best financial decision that I ever made. I’m currently in my 5thyear of working with them, and the results just keep gettingbetter!

Read More

I was floored by the Enriched Academy Wealth Building Bootcamp, so much so my wife and I signed up for the coaching program the day of the Bootcamp. It’s truly one of the best investments we’ve ever made.

Close

Sara Walsh And Brett Perreault

I was floored by the Enriched Academy Wealth Building Bootcamp, so much so my wife and I signed up for the coaching program the day of the Bootcamp. It’s truly one of the best investments we’ve ever made.

Read More

Enriched Academy gave us the tools, insights and knowledge to budget our lifestyle while saving and investing for our future. A huge thank you from us.

Close

Jeff Poh

Enriched Academy gave us the tools, insights and knowledge to budget our lifestyle while saving and investing for our future. A huge thank you from us.

If you are considering Financial Coaching as a method to improve your personal financial situation, my question to you is…What are you waiting for? Do it. Now. There will never be a better time than now. Invest in yourself, your future and your family. You won't be disappointed in the results from Enriched Academy.

Close

Jackie Mussel

If you are considering Financial Coaching as a method to improve your personal financial situation, my question to you is…What are you waiting for? Do it. Now. There will never be a better time than now. Invest in yourself, your future and your family. You won't be disappointed in the results from Enriched Academy.

Read More

Title

Financial Coaching: Get Expert Advice and Build Your Knowledge (32)

Testimonial Name

Testimonial Text

Who We Serve

It doesn’t matter what financial stage you’re in. Our personalized coaching program is catered to your specific needs.

Student Debt?

Congrats on pursuing your education and investing in yourself. To pay off your student loan, you just need to polish up on your personal finance skills. A money coach can help you pay off your student loan faster than you ever imagined.

Consumer Debt?

We get it. It can be overwhelming and stressful. But we promise that this is a solvable problem, and we can help you see the light at the end of the tunnel. With a fresh set of eyes and support from our financial coaches, you can get rid of that debt once and for all. Step one is committing to tackling it.

Paycheque to Paycheque

Feel like you’re in a cycle that never ends? You get paid, and suddenly you have no money leftover or very little savings. Our coaches are also financial educators and have taught 1000’s of clients how to break this cycle and learn to build wealth.

Just Getting Started?

Landed a new job? Bought your first home? Starting a family? There are many large financial firsts in life, and our financial life coaching services will make sure that you’re setting yourself up for long-term success.

Trying to Teach My Kids?

We’ve coached 1000’s of parents who want to teach their own kids about money and how to avoid financial mistakes that they have made in the past. Our financial education services are used by schools across Canada, and we know how to teach kids the value of a dollar, and how to start managing their money from a young age.

I’m a Saver!1

Learning how to save money is the hardest part of money management. Now you need to turn those savings into smart investments and get that money working harder for you! Get in touch and we can help you decide on financial planning advice, who to work with, and how to get that money working for you.

Cash Flow Management

So, you’ve been saving and are ready to learn how to invest, or you’ve already been investing for years. But do you understand how investment fees work? Have you taken a closer look at your risk tolerance and whether it aligns with your asset allocation? Our coaches can help teach you how to start investing, what to look out for, and the right questions to ask. We can also do a deep analysis of your current investment portfolio so that it’s in line with your goals and that you’re not paying high fees with low returns.

Consumer Debt?

We get it. It can be overwhelming and stressful. But we promise that this is a solvable problem, and we can help you see the light at the end of the tunnel. With a fresh set of eyes and support from our financial coaches, you can get rid of that debt once and for all. Step one is committing to tackling it.

Teach me how to Invest!

So, you’ve been saving and are ready to learn how to invest, or you’ve already been investing for years. But do you understand how investment fees work? Have you taken a closer look at your risk tolerance and whether it aligns with your asset allocation? Our coaches understand financial advisor services and can teach you how to start investing, what to look out for, and the right questions to ask. We can also do a deep analysis of your current investment portfolio so that it’s in line with your goals, and ensure you are not paying high fees for low returns.

Student Debt?

Congrats on pursuing your education and investing in yourself. To pay off your student loan, you just need to polish up on your personal finance skills. A money coach can help you pay off your student loan faster than you ever imagined.

Close

Student Debt?

Congrats on pursuing your education and investing in yourself. To pay off your student loan, you just need to polish up on your personal finance skills. A money coach can help you pay off your student loan faster than you ever imagined.

Read more

Consumer Debt?

We get it. It can be overwhelming and stressful. But we promise that this is a solvable problem, and we can help you see the light at the end of the tunnel. With a fresh set of eyes and support from our financial coaches, you can get rid of that debt once and for all. Step one is committing to tackling it.

Close

Consumer Debt?

We get it. It can be overwhelming and stressful. But we promise that this is a solvable problem, and we can help you see the light at the end of the tunnel. With a fresh set of eyes and support from our financial coaches, you can get rid of that debt once and for all. Step one is committing to tackling it.

Read more

Paycheque to Paycheque

Feel like you’re in a cycle that never ends? You get paid, and suddenly you have no money leftover or very little savings. Our coaches are also financial educators and have taught 1000’s of clients how to break this cycle and learn to build wealth.

Close

Paycheque to Paycheque

Feel like you’re in a cycle that never ends? You get paid, and suddenly you have no money leftover or very little savings. Our coaches are also financial educators and have taught 1000’s of clients how to break this cycle and learn to build wealth.

Read more

Just Getting Started?

Landed a new job? Bought your first home? Starting a family? There are many large financial firsts in life, and our financial life coaching services will make sure that you’re setting yourself up for long-term success.

Close

Just Getting Started?

Landed a new job? Bought your first home? Starting a family? There are many large financial firsts in life, and our financial life coaching services will make sure that you’re setting yourself up for long-term success.

Read more

Trying to Teach My Kids?

We’ve coached 1000’s of parents who want to teach their own kids about money and how to avoid financial mistakes that they have made in the past. Our financial education services are used by schools across Canada, and we know how to teach kids the value of a dollar, and how to start managing their money from a young age.

Close

Trying to Teach My Kids?

We’ve coached 1000’s of parents who want to teach their own kids about money and how to avoid financial mistakes that they have made in the past. Our financial education services are used by schools across Canada, and we know how to teach kids the value of a dollar, and how to start managing their money from a young age.

Read more

Teach me how to Invest!

So, you’ve been saving and are ready to learn how to invest, or you’ve already been investing for years. But do you understand how investment fees work? Have you taken a closer look at your risk tolerance and whether it aligns with your asset allocation? Our coaches understand financial advisor services and can teach you how to start investing, what to look out for, and the right questions to ask. We can also do a deep analysis of your current investment portfolio so that it’s in line with your goals, and ensure you are not paying high fees for low returns.

Close

Teach me how to Invest!

So, you’ve been saving and are ready to learn how to invest, or you’ve already been investing for years. But do you understand how investment fees work? Have you taken a closer look at your risk tolerance and whether it aligns with your asset allocation? Our coaches understand financial advisor services and can teach you how to start investing, what to look out for, and the right questions to ask. We can also do a deep analysis of your current investment portfolio so that it’s in line with your goals, and ensure you are not paying high fees for low returns.

Read more

Cash Flow Management

Getting a handle on your household cash flow will put you way ahead of most Canadians. The key to financial freedom is mastering your money coming in and money going out, and we’re here to make sure that your spending is in line with your financial goals.

Close

Cash Flow Management

Getting a handle on your household cash flow will put you way ahead of most Canadians. The key to financial freedom is mastering your money coming in and money going out, and we’re here to make sure that your spending is in line with your financial goals.

Read more

Planning for Retirement?

No matter what stage you are at in your life, you should have a retirement planning roadmap. Whether you already have a plan and need a second set of eyes, or you need to discuss some in-depth financial planning advice, our personalized approach can help ensure you are heading in the right direction for a financially stress-free retirement.

Close

Planning for Retirement?

No matter what stage you are at in your life, you should have a retirement planning roadmap. Whether you already have a plan and need a second set of eyes, or you need to discuss some in-depth financial planning advice, our personalized approach can help ensure you are heading in the right direction for a financially stress-free retirement.

Read more

If you find yourself in one of the above scenarios , sign up for a complimentary financial assessment call to see if coaching may be good for you.

Book my call

The following is an example of our client journey. However, we cater coaching to your unique financial goals and needs.

01

Financial Assessment

The first thing we need to do is learn about your finances. We conduct a complete financial assessment with where you are now, and help you understand how to be more efficient with what you have. This session allows our coaches to determine how we’re going to shape our coaching to cater to your individualneeds.

02

Cash Flow Management

In order for you to lay down a new foundation to building wealth, it’s crucial that we help you understand your cash flow. This allows you to identify problem areas, and re-shape your habits to align with your financial goals.

03

Investment Analysis or Debt Reduction

Depending on your financial goals, we either focus on debt reduction or we analyze your investments. If you have debt, we will set you up with a new cash flow plan to reduce your debts faster than you ever imagined. If you’re investing in the stock market or in real estate, or want to learn how to start, this is where our coaches will conduct an analysis of your investment portfolio and provide you with opportunities to put more money in your pocket every year.

04

Roadmap to Financial Freedom

Once we have a new foundation laid and you feel confident and comfortable with your finances moving forward, we take you through a financial calculator to ensure you’re on the right path to financial freedom.

05

Accountability & Plan Refinement

Your finances can change quickly. We understand that. This is one of the reasons why we provide our clients with accountability and plan refinement to adjust to these changes. This step is also crucial to ensure that you’re executing on what you’ve learned through ourprogram.

06

Financial Report

We produce a report that outlines how your hard work and dedication had an impact to your finances throughout the coaching program. This is where you can see the true changes that occurred throughout your sessions.

07

Wealth Building

This is where the real financial growth takes place. We continue to work with you on an ongoing basis so that you stay on track to achieve your short/long term financial goals.

01

Financial
Assessment

02

Cash Flow
Management

03

Investment Analysis
or Debt Reduction

04

Roadmap to
Financial Freedom

05

Accountability &
Plan Refinement

06

Financial
Report

07

Wealth Building

The following is an example of our client journey. However, we cater coaching to your unique financial goals and needs.

  • 01

  • 02

  • 03

  • 04

  • 05

  • 06

Financial Assessment

The first thing we need to do is learn about your finances. We conduct a complete financial assessment with where you are now, and help you understand how to be more efficient with what you have. This session allows our coaches to determine how we’re going to shape our coaching to cater to your individualneeds.

Cash Flow Management

In order for you to lay down a new foundation to building wealth, it’s crucial that we help you understand your cash flow. This allows you to identify problem areas, and re-shape your habits to align with your financial goals.

Investment Analysis or Debt Reduction

Depending on your financial goals, we either focus on debt reduction or we analyze your investments. If you have debt, we will set you up with a new cash flow plan to reduce your debts faster than you ever imagined. If you’re investing in the stock market or in real estate, or want to learn how to start, this is where our coaches will conduct an analysis of your investment portfolio and provide you with opportunities to put more money in your pocket every year.

Roadmap to Financial Freedom

Once we have a new foundation laid and you feel confident and comfortable with your finances moving forward, we take you through a financial calculator to ensure you’re on the right path to financial freedom.

Accountability & Plan Refinement

Your finances can change quickly. We understand that. This is one of the reasons why we provide our clients with accountability and plan refinement to adjust to these changes. This step is also crucial to ensure that you’re executing on what you’ve learned through ourprogram.

Financial Report

We produce a report that outlines how your hard work and dedication had an impact to your finances throughout the coaching program. This is where you can see the true changes that occurred throughout your sessions.

Wealth Building

This is where the real financial growth takes place. We continue to work with you on an ongoing basis so that you stay on track to achieve your short/long term financial goals.

The following is an example of our client journey. However, we cater coaching to your unique financial goals and needs.

1

Financial Assessment

The first thing we need to do is learn about your finances. We conduct a complete financial assessment with where you are now, and help you understand how to be more efficient with what you have. This session allows our coaches to determine how we’re going to shape our coaching to cater to your individualneeds.

2

Cash Flow Management

In order for you to lay down a new foundation to building wealth, it’s crucial that we help you understand your cash flow. This allows you to identify problem areas, and re-shape your habits to align with your financial goals.

3

Investment Analysis
or Debt Reduction

Depending on your current situation, we either focus on debt reduction where we set you up on a cash flow plan to reduce your debts faster than you ever imagined, and/or, we analyze your investments. This is where our coaches will evaluate your investment portfolio and provide you with opportunities to put more money in your pocket everyyear.

4

Roadmap to
Financial Freedom

Once we have a new foundation laid and you feel confident and comfortable with your finances moving forward, we take you through a financial calculator to ensure you’re on the right path to financial freedom.

5

Accountability
Plan Refinement

Your finances can change quickly. We understand that. This is one of the reasons why we provide our clients with accountability and plan refinement to adjust to these changes. This step is also crucial to ensure that you’re executing on what you’ve learned through ourprogram.

6

Financial Report

We produce a report that outlines how your hard work and dedication had an impact to your finances throughout the coaching program. This is where you can see the true changes that occurred throughout your sessions.

7

Wealth Building

This is where the real financial growth takes place. We continue to work with you on an ongoing basis so that you stay on track to achieve your short/long term financial goals.

Post

Name

Text

Meet Our Coaches

I’ve been collaborating with Enriched Academy since 2017 to develop our Financial Coaching program into the effective, results-driven program it is today. Together with my colleagues at Enriched Academy, we are on a mission to make financial freedom accessible to all Canadians across the country.

We do this by developing a practical understanding of basic financial principles including net worth, managing cash flow, and creating passive income to fund retirement. My coaching strengths include debt reduction, cash flow management, investment analysis, self-directed investing and private lending.

Prior to joining Enriched Academy, I was working in Toronto and living a comfortable, but far from extravagant lifestyle. I had dreamed since I was young of a 6-month adventure to South America and Southeast Asia, and I managed to save 40% of my income in one year to fund the trip. I quit my job, got rid of my apartment and left Toronto to go on the adventure - the Huffington Post even wrote an article about me.

For many people, this kind of adventure leaves them broke or indebted upon their return. I actually kept enough money aside to move back to Toronto and live a comfortable life in a very expensive city. It’s been over four years now and I continue to invest 30% of my income and I’m on track to retire at age 40.

How did I do this? I have to give credit to my parents who taught me to be fiscally responsible from an early age, just like we believe at Enriched Academy! I also practice what I preach and apply everything I teach my clients to my own financial life.

Education

  • Accredited Financial Counselor of Canada
  • Bachelor of Honors – Queen’s University
  • Sports and Event Marketing – George Brown College
  • Personal Finance Coaching by Robert Kiyosaki
  • Academy of Financial Trading

Financial Influences

  • Millionaire Teacher by Andrew Hallam
  • Rich Dad Poor Dad by Robert Kiyosaki
  • The Greater Fool by Garth Turner
  • It’s Your Money Honey by Laura MacDonald and Susan Misner
  • The Wealthy Barber by David Chilton
  • The Wealthy Barber Returns by David Chilton
  • Your Money or Your Life by Vicki Robin

Close

Head of Financial Coaching

Alanna Abramsky AFCC®

I’ve been collaborating with Enriched Academy since 2017 to develop our Financial Coaching program into the effective, results-driven program it is today. Together with my colleagues at Enriched Academy, we are on a mission to make financial freedom accessible to all Canadians across the country.

We do this by developing a practical understanding of basic financial principles including net worth, managing cash flow, and creating passive income to fund retirement. My coaching strengths include debt reduction, cash flow management, investment analysis, self-directed investing and private lending.

I have worked in the financial industry for over 30 years, and I am passionate about helping Canadian’s achieve financial freedom!

I grew up on Manitoulin Island in Ontario and started out in my career as a bank teller and moved into financial planning, coaching and leadership roles throughout the years. When I retired from my Banking career in 2019, I opened my own private practice. I am very excited to have joined the Enriched Academy team to achieve the mission of making financial freedom accessible to all Canadians.

I was fortunate to grow up on a farm with wonderful parents who taught me early on the importance of living within your means and making good financial choices. I currently live in Calgary, Alberta and spend time at our second home on Manitoulin Island during the summer.

In my spare time, I enjoy spending time with my partner Dan, and our grandchildren, going camping, fishing, or exploring quadding trails.

Education

  • Certified Financial Planner – FP Canada
  • Chartered Financial Divorce Specialist – Academy of Divorce Financial Specialists
  • Qualified Mediator – Alternative Dispute Resolution Institute Canada
  • Family Mediation Certificate – University of Calgary and Justice Institute of BC

Financial Influences

  • Dr. Amy D’Aprix – A Head on Approach to Financial Caring
  • The Wealthy Barber – David Chilton
  • The Wealthy Barber Returns – David Chilton

Close

Financial Coach

Caroline Cranston CFP®, CDFS®, Q-Med

I have worked in the financial industry for over 30 years, and I am passionate about helping Canadian’s achieve financial freedom!

I grew up on Manitoulin Island in Ontario and started out in my career as a bank teller and moved into financial planning, coaching and leadership roles throughout the years. When I retired from my Banking career in 2019, I opened my own private practice. I am very excited to have joined the Enriched Academy team to achieve the mission of making financial freedom accessible to all Canadians.

I’m a Certified Financial Planning professional with over 15 years experience in financial services and adult education.

My personal mission is to positively impact the future of financial wellness for all Canadians. I’m known for my ability to motivate, strategize, collaborate, and inspire. I believe in a customized, holistic approach to financial planning and think it’s important to understand each client’s lifestyle and goals in order to create the best plan possible

I have been transformed by the dedication and resilience demonstrated by my clients in achieving their goals of financial security and freedom.

I am fortunate that my parents taught me early on the importance of budgeting and saving. I currently live in Rocky Mountain House, Alberta with my husband, Kelly and fur child, Zoe. In our spare time, we enjoy travel and golf.

Education

  • Certified Financial Planner – FP Canada

Financial Influences

  • Dr. Moira Somers – Advice That Sticks
  • Rich Dad Poor Dad - by Robert Kiyosaki
  • FP Canada Research Foundation

Close

Financial Coach

Maegen Kramer CFP®

I’m a Certified Financial Planning professional with over 15 years experience in financial services and adult education.

My personal mission is to positively impact the future of financial wellness for all Canadians. I’m known for my ability to motivate, strategize, collaborate, and inspire. I believe in a customized, holistic approach to financial planning and think it’s important to understand each client’s lifestyle and goals in order to create the best plan possible.

I’ve been in the financial industry since 2015 as a financial advisor. What I like the most is to create a financial structure for people and make sure every aspect of their finances is covered, in a way that is simple to apply and manage. I make sure that my clients feel comfortable and invested in their work because constant efforts give the most rewards. The strategies that I teach also allow me to grow my own net worth and manage my own portfolio in my journey towards financial independence.

I didn’t know anything about finances when I was growing up, which caused a lot of stress when I became financially independent. Gaining financial knowledge helped me feel like I’m in control of my finances and on track toward reaching my goals. I am excited to help like-minded people do the same with the Enriched Academy coaching program.

I moved a lot because I’m really curious and finally settled in Quebec city where I got the best of both worlds, which is nature and culture in the same place. I plan to spend time with my friends and family, write books and blogs, and never stop learning new things.

Education

  • Bachelors in Psychology
  • Certified Financial Planner (in progress)

Financial Influences

  • Intelligent Investor - Benjamin Graham
  • FIRE Movement
  • Graham Stephen’s Youtube Channel

Close

Financial Coach

Vanessa Arsenault CFP® (in progress)

I’ve been working as a financial advisor since 2015 and I am currently working towards my Certified Financial Planner designation. What I like the most is to create a structure for people and make sure every aspect of their finances is covered, in a way that is simple to apply and easy to manage. I make sure my clients feel comfortable and invested in their financial planning because constant efforts give the most rewards. The strategies that I teach have also allowed me to grow my own net worth and manage my own portfolio on my journey towards financial independence.

Sign up for your free financial assessment call.

Book my call

I’ve been collaborating with Enriched Academy since 2017 to develop our Financial Coaching program into the effective, results-driven program it is today. Together with my colleagues at Enriched Academy, we are on a mission to make financial freedom accessible to all Canadians across the country.

We do this by developing a practical understanding of basic financial principles including net worth, managing cash flow, and creating passive income to fund retirement. My coaching strengths include debt reduction, cash flow management, investment analysis, self-directed investing and private lending.

Prior to joining Enriched Academy, I was working in Toronto and living a comfortable, but far from extravagant lifestyle. I had dreamed since I was young of a 6-month adventure to South America and Southeast Asia, and I managed to save 40% of my income in one year to fund the trip. I quit my job, got rid of my apartment and left Toronto to go on the adventure - the Huffington Post even wrote an article about me.

For many people, this kind of adventure leaves them broke or indebted upon their return. I actually kept enough money aside to move back to Toronto and live a comfortable life in a very expensive city. It’s been over four years now and I continue to invest 30% of my income and I’m on track to retire at age 40.

How did I do this? I have to give credit to my parents who taught me to be fiscally responsible from an early age, just like we believe at Enriched Academy! I also practice what I preach and apply everything I teach my clients to my own financial life.

Education

  • Accredited Financial Counselor of Canada
  • Bachelor of Honors – Queen’s University
  • Sports and Event Marketing – George Brown College
  • Personal Finance Coaching by Robert Kiyosaki
  • Academy of Financial Trading

Financial Influences

  • Millionaire Teacher by Andrew Hallam
  • Rich Dad Poor Dad by Robert Kiyosaki
  • The Greater Fool by Garth Turner
  • It’s Your Money Honey by Laura MacDonald and Susan Misner
  • The Wealthy Barber by David Chilton
  • The Wealthy Barber Returns by David Chilton
  • Your Money or Your Life by Vicki Robin

Close

Head of Financial Coaching

Alanna Abramsky AFCC®

I’ve been collaborating with Enriched Academy since 2017 to develop our Financial Coaching program into the effective, results-driven program it is today. Together with my colleagues at Enriched Academy, we are on a mission to make financial freedom accessible to all Canadians across the country.
We do this by developing a practical understanding of basic financial principles including net worth, managing cash flow, and creating passive income to fund retirement. My coaching strengths include debt reduction, cash flow management, investment analysis, self-directed investing and private lending.

Read more

I have worked in the financial industry for over 30 years, and I am passionate about helping Canadian’s achieve financial freedom!

I grew up on Manitoulin Island in Ontario and started out in my career as a bank teller and moved into financial planning, coaching and leadership roles throughout the years. When I retired from my Banking career in 2019, I opened my own private practice. I am very excited to have joined the Enriched Academy team to achieve the mission of making financial freedom accessible to all Canadians.

I was fortunate to grow up on a farm with wonderful parents who taught me early on the importance of living within your means and making good financial choices. I currently live in Calgary, Alberta and spend time at our second home on Manitoulin Island during the summer.

In my spare time, I enjoy spending time with my partner Dan, and our grandchildren, going camping, fishing, or exploring quadding trails.

Education

  • Certified Financial Planner – FP Canada
  • Chartered Financial Divorce Specialist – Academy of Divorce Financial Specialists
  • Qualified Mediator – Alternative Dispute Resolution Institute Canada
  • Family Mediation Certificate – University of Calgary and Justice Institute of BC

Financial Influences

  • Dr. Amy D’Aprix – A Head on Approach to Financial Caring
  • The Wealthy Barber – David Chilton
  • The Wealthy Barber Returns – David Chilton

Close

Financial Coach

Caroline Cranston CFP®, CDFS®, Q-Med

I have worked in the financial industry for over 30 years, and I am passionate about helping Canadian’s achieve financial freedom!
I grew up on Manitoulin Island in Ontario and started out in my career as a bank teller and moved into financial planning, coaching and leadership roles throughout the years. When I retired from my Banking career in 2019, I opened my own private practice. I am very excited to have joined the Enriched Academy team to achieve the mission of making financial freedom accessible to all Canadians.

Read more

I’m a Certified Financial Planning professional with over 15 years experience in financial services and adult education.

My personal mission is to positively impact the future of financial wellness for all Canadians. I’m known for my ability to motivate, strategize, collaborate, and inspire. I believe in a customized, holistic approach to financial planning and think it’s important to understand each client’s lifestyle and goals in order to create the best plan possible.

I have been transformed by the dedication and resilience demonstrated by my clients in achieving their goals of financial security and freedom.

I am fortunate that my parents taught me early on the importance of budgeting and saving. I currently live in Rocky Mountain House, Alberta with my husband, Kelly and fur child, Zoe. In our spare time, we enjoy travel and golf.

Education

  • Certified Financial Planner – FP Canada

Financial Influences

  • Dr. Moira Somers – Advice That Sticks
  • Rich Dad Poor Dad - by Robert Kiyosaki
  • FP Canada Research Foundation

Close

Financial Coach

Maegen Kramer CFP®

I’m a Certified Financial Planning professional with over 15 years experience in financial services and adult education.
My personal mission is to positively impact the future of financial wellness for all Canadians. I’m known for my ability to motivate, strategize, collaborate, and inspire. I believe in a customized, holistic approach to financial planning and think it’s important to understand each client’s lifestyle and goals in order to create the best plan possible.

Read more

I’ve been working as a financial advisor since 2015 and I am currently working towards my Certified Financial Planner designation. What I like the most is to create a structure for people and make sure every aspect of their finances is covered, in a way that is simple to apply and easy to manage. I make sure my clients feel comfortable and invested in their financial planning because constant efforts give the most rewards. The strategies that I teach have also allowed me to grow my own net worth and manage my own portfolio on my journey towards financial independence.

I didn’t know anything about finances when I was growing up, which caused a lot of stress when I became financially independent. Gaining financial knowledge helped me feel like I’m in control of my finances and on track toward reaching my goals. I am excited to help like-minded people do the same as a money coach in the Enriched Academy program.

I moved a lot because I’m really curious and finally settled in Quebec city where I got the best of both worlds, which is nature and culture in the same place. I plan to spend time with my friends and family, write books and blogs, and never stop learning new things.

Education

  • Bachelors in Psychology
  • Certified Financial Planner (in progress)

Financial Influences

  • Intelligent Investor - Benjamin Graham
  • FIRE Movement
  • Graham Stephen’s Youtube Channel

Close

Financial Coach

Vanessa Arsenault CFP® (in progress)

I’ve been working as a financial advisor since 2015 and I am currently working towards my Certified Financial Planner designation. What I like the most is to create a structure for people and make sure every aspect of their finances is covered, in a way that is simple to apply and easy to manage. I make sure my clients feel comfortable and invested in their financial planning because constant efforts give the most rewards. The strategies that I teach have also allowed me to grow my own net worth and manage my own portfolio on my journey towards financial independence.
I didn’t know anything about finances when I was growing up, which caused a lot of stress when I became financially independent. Gaining financial knowledge helped me feel like I’m in control of my finances and on track toward reaching my goals. I am excited to help like-minded people do the same as a money coach in the Enriched Academy program.

Read more

Sign up for your free financial assessment call.

Book my call

Frequently Asked Questions

You can find your answers here.

Our sessions are held virtually so we can share screens and talk face to face. You do not need to be tech savvy to join coaching, but we suggest being familiar with how to use the internet, Excel documents, Google Drive, and our online tools. We can also help you fill out the worksheets if you require. Just come prepared with your homework.

Yes! If you have a question about your homework or need a second set of eyes/ears on a financial product or idea you have, you can email your coach directly. Please allow your coach up to 48 hours to respond as they work with multiple clients and may not be able to get to you right away.

We don’t sell products or manage your investments, but we can help point you in the right direction. Our entire focus in coaching is on education and helping you understand your financial situation. We want to show you where you are today and how to get to where you want to be. We do this through education, support, and accountability.

Yes! In 2022, we launched our Enriched Planning program to provide more in-depth financial planning advice to our high net worth/more sophisticated clients. If you have a more complicated situation, or have accumulated wealth and have questions about decumulation, we can help!

We do! But we don’t guarantee certain results because this is a customized program, and every client has different goals. If you want to read more about our guarantee, you can do so here.

Of course! That’s the beauty of this program. We recognize that each of our clients have unique financial goals which is why we cater our coaching program to your specific needs. We’ve seen it all and can help you achieve your goals faster than you’ve ever imagined.

Yes! And we welcome your referrals with open arms. Financial literacy and financial freedom are something all Canadians should share! If you loved our coaching program and want to share your success with your family and friends, please ask your coach about our referral program. You can also email [emailprotected] for more information

Our coaching program is an investment in yourself and your future. We consider it the same as taking a College/University course in personal finance. Our program has helped 1000’s of Canadians who are ready to make a financial change in their lives and who are ready to be coached. However, if your coach feels that coaching is not right for you at this time and we’ve done everything that we can to try and help, we can decide to stop coaching. We are here to help you and make a difference in the lives of Canadians.... because everyone deserves financial awareness. If you feel like you’re not fully ready for coaching just yet, you should look at the online Wealth Mastery program.

Coaching is not designed just for wealth building. It is tailored to your personal circ*mstances, and we have helped many coaching clients with debt reduction and elimination. We work with you to come up with a strategy to support you on your financial journey, from paying someone else, to paying yourself first.

No one should ever feel “uncomfortable” with their investments. Whether you are ultra-conservative or super aggressive, our goal is to educate you on the options available and help you evaluate the risk and make an informed decision for yourself. In addition to risk, we will also help you with balancing your overall portfolio and understanding the various costs and fees associated with your investments.

The initial coaching program is 6 months long where you receive six 1-1 sessions with your coach. After your initial 6 sessions, your financial foundation will have drastically changed, and then we roll you into our ongoing Wealth Builder maintenance program. During the Wealth Builder maintenance program, you can meet with your coach on a quarterly, bi-monthly or monthly basis. You do also have the option to opt out of the maintenance program AFTER your 6th session.

Our program includes lifetime access to our online curriculum, 1-1 sessions with your coach who will provide you with actionable “to-do’s” in between, unlimited email support during your coaching, tickets to our annual live events, and partner/spousal inclusion.

We can cover a variety of topics depending on your needs. We’ve helped our clients with cash flow management, debt reduction, increasing your credit score, insurance analysis, saving for a large purchase, job transitions, investing in real estate and/or the stock market, receiving an inheritance, retirement planning, estate planning and everything in between. Each client is different, and our coaches will do everything in their power to ensure that we provide you with lots of value. Please note that we do not teach advanced investing techniques like day trading, options trading, and investing in-depth cryptocurrency investing. We’re all about creating a diversified portfolio that delivers solid returns over the long term.

In the easiest way possible, a financial coach is a financial educator that provides unbiased information, and accountability so that you can make the best possible decisions with your finances. Financial coaches tend to focus on fundamental financial needs and usually take a more personal, holistic, hands-on approach to working with clients. While a financial coach works with you as a partner, you are ultimately responsible for your own success. With more of a focus on managing your assets and long-term planning, advisors tend to take an analytical approach in their work. Financial advisor services may not include much education or match the level of communication provided by a financial coach, but your advisor should still check in with you throughout the year.

Our coaches have a diverse background experience and qualifications which you can learn more about here.

Still have questions? Book your free financial assessment call to see how we can help.

Book my assessment

See our education in action or learn more about how we can help you or your organization.

[emailprotected]

How can we help?

Financial Coaching: Get Expert Advice and Build Your Knowledge (2024)

FAQs

How can a financial coach help me? ›

A financial coach helps clients learn money management skills such as budgeting, saving or paying down debt. They might help you create a financial plan, but typically won't make investment recommendations the way a traditional financial advisor would.

What are the benefits of financial coaching? ›

Specifically, individuals who worked with financial coaches saw improvements in money management skills, savings balances, debt levels and credit scores. Just as important, individuals reported feeling more confident in their financial well-being.

How is financial coaching different from a financial advisor? ›

A financial coach is not licensed to give specific investment advice, which makes them different from financial advisors. If you're looking to become a financial coach, consider pursuing a counselor certification and building your personal knowledge base.

What can financial coaches not do? ›

Financial coaching never provides specific securities or investment market recommendations because that is the role of a financial adviser who manages the wealth you already built. Instead, financial coaching helps you build the wealth in the first place.

How much do financial coaches cost? ›

Since financial coaches do not usually handle a client's investments, they typically do not charge based on assets under management, which is a common fee model among financial advisors. Some financial coaching packages can cost thousands of dollars a year. Coaching rates are typically between $100 to $300 an hour.

Does a coach provide advice? ›

The International Coaching Federation, a well-respected coaching certification organization, says, “Although a coach might do some teaching or offer advice, doing so is not a coach's primary purpose. A coach should act as an explorer of the client's perspective.

Is there a demand for financial coaching? ›

As a financial coach, you help people improve their financial habits and achieve their money goals. And the need for financial coaching is at an all-time high.

Is it worth getting a financial coach? ›

Not everyone needs a financial advisor, especially since it's an additional cost. But having the extra help and advice can be paramount in reaching financial goals, especially if you're feeling stuck or unsure of how to get there.

Is financial coaching legal? ›

' Fiduciary rules only apply when you are giving personalized investment advice while actively promoting yourself as a personal financial planner or other financial professional. A person may call themselves a financial coach and even charge money for their services without being licensed.

How many clients does a financial coach have? ›

A good average number of clients per financial advisor to have is usually in the range of 50 to 150. But you may need fewer than that if you're primarily targeting high-net-worth individuals. Finding your ideal number of clients can depend largely on your goals as an advisor.

What does a financial coaching session look like? ›

They will ask you questions about your income, debts and cost of living expenses to get a sense of how much money you make compared to how much you spend. The coach may also want to learn about you as a person to better understand your relationship with money.

Is it better to have a financial advisor or financial planner? ›

A financial planner generally takes a more comprehensive, long-term approach to money management. While they often hold the same licenses and carry out the same functions as financial advisors, financial planners tend to focus on creating personalized and holistic plans for clients.

How much do Dave Ramsey financial coaches make? ›

$112K
Pay TypeRangeMedian
Base Pay$73K - $125K$96K/yr
Bonus$7K - $13K$9K/yr
Profit Sharing$6K - $10K$7K/yr
4 days ago

How much is Dave Ramsey financial coach training? ›

Dave Ramsey's Financial Coach Master Training

Then, his Financial Coach Master Training might align with your career goals. The cost is approximately $4,000 (higher than most other certifications) but also includes marketing tools and mentorship to help establish your practice quickly once certified.

Can you be a financial coach without certification? ›

We've covered that certification isn't required, and there are no mandatory qualifications for becoming a financial coach. However, obtaining qualifications and credentials can help boost your knowledge and skills as a financial coach—while building trust with prospective clients and opening new avenues of employment.

What does a coach help you with? ›

A coach provides space and structure for the reflection that is necessary for learning and growth. They help you understand what your values are and where your actions diverge from your values or stated goals. A good coach can help you reconnect with what you love about your life and your work.

What do financial planners do for you? ›

A financial planner works with clients to help them manage their money and reach their long-term financial goals. They advise and assist clients on a variety of matters, from investing and saving for retirement to funding a college education or a new business while preserving wealth.

How can a coach best support me? ›

Coaches provide the guidance and motivation needed to ensure the execution of strategies and tasks. They also give constructive feedback, praise accomplishments, and help identify areas that need improvement. Most of the time when a big goal is being tackled you'll experience some pushback or setback of some kind.

Top Articles
Latest Posts
Article information

Author: Aron Pacocha

Last Updated:

Views: 6484

Rating: 4.8 / 5 (68 voted)

Reviews: 83% of readers found this page helpful

Author information

Name: Aron Pacocha

Birthday: 1999-08-12

Address: 3808 Moen Corner, Gorczanyport, FL 67364-2074

Phone: +393457723392

Job: Retail Consultant

Hobby: Jewelry making, Cooking, Gaming, Reading, Juggling, Cabaret, Origami

Introduction: My name is Aron Pacocha, I am a happy, tasty, innocent, proud, talented, courageous, magnificent person who loves writing and wants to share my knowledge and understanding with you.