Category Archives for "What My Clients Experience"

What My Clients Experience

As a money coach and a level 1 Certified Financial Planner, I've worked with clients around Canada and helped them completely turn around their money situations (and sometimes their lives!). Many times people come to me in the worst of circumstances such as, they can't get out of debt or they have major cash flow and money issues (think major monthly overdraft charges). But they don't need a talk about assets, and liabilities - and they sure as hell don't need to be told to spend less than they earn. When my clients find me, it's because they need personal financial planning that focuses more on personal and planning then it does the finance part. Because you can't talk about money, without talking about life. Your money is there to support your life, not the other way around. So if you're looking for an online financial advisor - one who cares more about you than your money - then check out the testimonials below.

Derek & Laura – Getting on the same page

​ “Before working with Dale, we were not partners in the household finances. There were things that needed to be taken care of, but we each took care of our ‘own thing’. This kind of worked for a while, but soon, we were just running everything through credit card, because it was too difficult to […]

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Fran – Changing my Life

​ “I have always had a very difficult relationship with money. It is an area I have never talked about in my life as I carried both shame and embarrassment at my inability to effectively monitor and budget my personal finances.  When I first met Dale, I was extremely stressed with the financial burden […]

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Brant & Karla – Starting Fresh

“Like most families I also went through a very difficult time in my life financially. In your 30’s is not a good time to reset your life. Finding myself having to sell everything I owned, washer, dryer, fridge, stove and vehicle, I struggled with losing everything I had in order to win my custody battle […]

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