Coaching Programs

Initial Strategy Session
$197 one-time

Get answers to as many of your personal finance, investing and life goal questions as possible within this 45-minute session. Walk away with a clearer vision for your ideal life and a realistic plan for making it happen.

(After clicking “ADD TO CART”, click on “Shopping Cart” above to checkout)

HOW YOU WILL BENEFIT:

  • 01

    You spend so much time and energy serving others. Let’s take the time to focus on you.

  • 02

    Starting with your “why”, we will re-visit your vision for your ideal life and lifestyle.

  • 03

    We will review a snapshot of your current financial picture and take stock of your available skills, resources and relationships.

  • 04

    Together we will outline your customized action plan to create the life you truly deserve.

One-to-One Coaching,
Pay-as-You-Go
$997 per session

Benefit from Roel’s many years of personal finance, entrepreneurial, investing and coaching experience with hyper-focused 45-minute sessions.

(After clicking “ADD TO CART”, click on “Shopping Cart” above to checkout)

HOW YOU WILL BENEFIT:

  • 01

    The ultimate customized experience focusing on the financial steps necessary to design your ideal life.

  • 02

    Ideal for entrepreneurs and executives who desire the highest level of personal care and service.

  • 03

    Conducted live online or over the phone and recorded. The recording is sent to you for lifetime review.

  • 04

    Inquire about volume discounts when you purchase packages of 6 or more sessions at the same time.

Credit Repair & Optimization
$797 one-time

Enjoy a lifetime of the lowest rates any lender has to offer by optimizing your credit.

(After clicking “ADD TO CART”, click on “Shopping Cart” above to checkout)

HOW YOU WILL BENEFIT:

  • 01

    In-depth analysis and explanation of your credit report from a lender’s perspective.

  • 02

    Written step-by-step actions for quickly improving and consistently maintaining your credit score.

  • 03

    Two 30-minute (or one 1-hour) phone strategy sessions to discuss your personal credit repair action plan.

  • 03

    Recorded and conducted live online or over the phone. The recording is sent to you for lifetime review.

Rent-to-Own/ Tenant-Buyer Analysis
$997 one-time

Move into the home of your choice today as you work towards getting approved for your own mortgage.

(After clicking “ADD TO CART”, click on “Shopping Cart” above to checkout)

HOW YOU WILL BENEFIT:

  • 01

    Receive a custom-detailed written report and 30-minute consultation focusing on how you can be a homeowner as soon as possible.

  • 02

    Specific action steps for improving your finances and getting approved for a mortgage.

  • 03

    Excellent program if you are new to Canada, re-building after a divorce or fixing your credit.

  • 04

    As a homeowner-in-training, you can rent a home of your choice today until you are in a financial position to buy it.

One-to-One Coaching,
Six 45-Minute Sessions
$4997 flat fee

Take full advantage of Roel’s many years of Certified Financial Planning, real estate investing, financial markets trading, entrepreneurial and coaching experience.

(After clicking “ADD TO CART”, click on “Shopping Cart” above to checkout)

HOW YOU WILL BENEFIT:

  • 01

    A personalized experience focusing on the financial steps necessary to design your ideal life from a financial perspective.

  • 02

    Ideal for entrepreneurs and executives who desire a higher level of personal care and service.

  • 03

    Conducted live online or over the phone and recorded. The recording is sent to you for lifetime review.

  • 04

    Build and implement your customized “Day Job Escape Plan” based on the vision of your perfect life.

One-to-One Coaching,
Ten 45-Minute Sessions
$7997 flat fee

Take full advantage of Roel’s many years of Certified Financial Planning, real estate investing, financial markets trading, entrepreneurial and coaching experience.

(After clicking “ADD TO CART”, click on “Shopping Cart” above to checkout)

HOW YOU WILL BENEFIT:

  • 01

    A personalized experience focusing on the financial steps necessary to design your ideal life from a financial perspective.

  • 02

    Ideal for entrepreneurs and executives who desire a higher level of personal care and service.

  • 03

    Conducted live online or over the phone and recorded. The recording is sent to you for lifetime review.

  • 04

    Build and implement your customized “Day Job Escape Plan” based on the vision of your perfect life.

Fully Customized One-to-One Coaching
Click to Enquire

Take full advantage of Roel’s many years of Certified Financial Planning, real estate investing, financial markets trading, entrepreneurial and coaching experience.

HOW YOU WILL BENEFIT:

  • 01

    The ultimate customized experience focusing on the financial steps necessary to design your ideal life.

  • 02

    Ideal for entrepreneurs and executives who desire the highest level of personal care and service.

  • 03

    Conducted live online or over the phone and recorded. The recording is sent to you for lifetime review.

  • 04

    Build and implement your customized “Day Job Escape Plan” based on the vision of your perfect life.