Find Your Starting Point
Whether you're a new grad or a clinic owner, follow the blueprint designed specifically for the modern healthcare professional.
How to Choose:
New to Finance? Start at Stage 1.
Ready to Invest? Start at Stage 2.
Need a Custom Roadmap? Start at Stage 3.
Leading a Team? Start at Stage 4.
Stage 1 The Foundation
Adulting 101: Beginner Course
Master the essentials. We cover debt repayment, tax-advantaged accounts (TFSA/RRSP/IRA/401k), and building a money mindset.
Stage 3 Personalized Strategy
One-on-One Coaching
A deep dive into your unique numbers. Note: Completion of Stage 1 & 2 is highly recommended to ensure we focus on high-level strategy.
Stage 2 The Level Up
COMING EARLY 2026
Adulting 201: Intermediate Course
Scale your wealth. Dive deep into the stock market, real estate strategies (house hacking), and building multiple income streams. Course to be released early 2026
Stage 4 Empower Your Clinic
Clinic Speaking Sessions
Invest in your team. Reduce staff burnout and boost retention by providing financial literacy training for your clinical staff.
Download
Get your hands on the free spreadsheets at the bottom of this page. Start getting an idea of where you spend your money immediately
Beginner Course
Learn and understand the basics of personal finance. Either take the Recorded or Live Version
Intermediate Course
Build upon the beginner course and get more into the technical aspects of creating your financial freedom plan
Strategy Call
Let’s target specific goals now that you’ve got a grasp of the fundamentals. Everyone's financial situation is unique, with this call, we can discuss your goals in detail