Money Helps is a fee only financial planning and coaching company designed to educate and implement financial plans based on your needs and desires.
Based out of Saskatchewan. Serving Saskatoon and area for in person appointments, and Canada wide availability via Zoom. Click ‘Sign Up’ for a free trial of our advanced planning software today!
You probably have one question about money that is stressing you out. Let’s have a financial meeting that is all about your one question. I want to help give you great unbiased advice, and help you make a wise stress-free decision to have a clear plan to move forward.
Our Services
I offer a variety of advice and education planning services that help you plan and execute that plan to reach your goals in the area of finance. There are questions around a lot of different areas, let’s see if I can help answer yours!
Standards of Professional Responsibility
As a Certified Financial Professional I am held to a high standard of professional responsibility to ensure sound, ethical, client focused advice. Read up on our standards to see the codes we adhere to.
Our Practice
Most financial planners get paid by selling you investment and insurance products. Those companies pay them for selling you their product. This sets their priorities for your planning. I don’t sell anything. I work for you and get paid by you. Let’s build you a financial plan that is designed with fixing your problems and answering your questions.
Would you like to meet with a financial professional without the pressure of being sold insurance or investment products?
Uniquely advice only
We take the stress and complexity out of financial planning. Our goal is to help answer the pressing money question that you have right now and help you make a good decision.