Some people need some accountability to to get their financial house in order. The team at Athena Plans can give you the tools you need and help walk you through the process too.
1 on 1 Money Chat
Getting your brain in the right space is so important to dealing with money. Why, you ask? Think about the silly ways you have wasted cash in the past... there's your answer.
By building a Money Mindset from the beginning, you will be on the path to success in the future. We have written a book about it but it is also the foundation of our consultations.
Money Mindset
The consultation starts from the thought that everyone is different. Your unique situation cannot be solved by a one-size-fits-all approach. You get a custom tailored solution to meet your goals.
What you will get
How do you know where you want to go without a target? We help you craft your goals to become specific, measurable, achievable, relevant & time-bound... that's right SMART goals.
Goal Setting
For those of you with an accounting background this is your personal balance sheet and income statement. For the majority of people it is simply an snapshot of your current financial situation and your budget of income & expenses.
Financial Snapshot
The term "financial plan" seems so dry and boring, it is really your Roadmap To Your Dreams! Once you have goals outlined they can be quantified and they you work towards it. You are ALWAYS going to be more successful when you are working towards something.
Start Financial Plan
One on One Planning Session
You can start today
Too many people over-think the simple things. If you know you want to get your financial house in order... do it. The only thing holding you back is you!
Do not restrict your needs, your future self will be so happy you began today and the only frustration will be that you didn't start sooner. Our Athena experts are waiting for you now, they are ready to help.
1 on 1 Money Chat
1 hr
397 Canadian dollars
Connect today to one of our seasoned professionals. They are here to help you with your unique situation to set up a framework for your future.