Coaching
How can your coach help you level up?
- Financial Action Plan
- Budgeting System
- Document Organization
- Debt Solutions
- Estate Planning Overview
- Insurance Protection
Financial Action Plan
Budgeting System
Document Organization
Debt Solutions
Estate Planning Overview
Insurance Protection
Make the right money moves
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Connect with a coach
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Define your goals
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Improve your finances with our guides and personalized coaching
Master Your Finances with altruWisdom
Many of us experience anxiety and stress around money. That’s why we created the altruWisdom coaching service. Through regular check-in calls, you can work through and action plan based on your life and financial goals.
Sofia, 29
Calgary
See how our coaches helped Sofia transform her financial life
Sofia, 29, works in tech and has goals for running the product division at her firm. While she makes a good living, she has no idea where she spends it all! Sandy is looking to buy her first home, but needs to get her financial house in order first.
Find financial peace of mind
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Pricing
Budget Behaviour
Ideal if you are wondering where your money goes every month and you need a bit of financial personal training to get into a routine that works.
- 120 minutes of one-on-one coaching
- A budget building workshop based on your goals
- A customized playbook with daily and weekly tasks
- 30-day access for any email questions
$649.00
Financial Footing
This is most effective with those who know they might have a deeper emotional relationship with money that is creating a block in their financial lives.
- 2-3 months with 5 hours of one-on-one coaching total
- A full financial review and overhaul
- A budget makeover and accountability coaching
- A money mindset workshop to identify the root story behind your money choices
- A customized playbook with daily and weekly and monthly tasks
- 3-month access for any email questions
$849.00
Get in Sync
Ideal for any couple, rookie or veteran, who wants to head toward the same goals and with a full understanding of each other’s money personality types and how to work together.
- 2-3 months with 7 hours of one-on-one coaching total
- A full financial review and overhaul
- A budget makeover and accountability coaching
- A money mindset workshop to identify the root story behind your money choices
- A customized playbook with daily and weekly and monthly tasks
- 3-month access for any email questions
$1049.00
Family in Financial Focus
This package is most helpful for families with multiple stakeholders like adult children, small family businesses, multi-generational wealth planning, elder care and more.
- 3-6 months with 9 hours of one-on-one coaching
- A full financial review including estate, insurance, cash flow, document organization and legal protection
- A budget makeover and accountability coaching
- A money mindset workshop to help each member of the family understand each other's money personalities.
- A customized family money agreement that outlines the role each member of the family will play
- 6-month access for any email questions
