Soltera Money Consultation

Service Description

When you’re stuck on a money decision, more information isn’t always helpful. Neither is Googling yourself into a spiral. Or letting ChatGPT default to affirming what you want to hear. What actually helps is having a focused conversation with a qualified person who: • cuts through noise • clarifies what matters right now • turns uncertainty into a decision That's precisely what a Soltera Money Consult is designed to do. This is a short, focused, one-on-one coaching session designed to help you make a financial decision or get unstuck around a specific money issue. Before we meet, you’ll complete a short intake questionnaire so we understand: • The question you want help with • The context behind it • The numbers or details that are relevant During the session, we: • Unpack the situation clearly • Look at your numbers and relevant details • Talk through realistic options • Discuss the relevant money topic to help you learn • Identify trade-offs • Land on clear next steps You leave knowing what to do and why. What you get: • One focused 45-minute coaching session • Direct guidance on your specific money question. • Clear, practical next steps. • A written summary of the meeting will be emailed to you. This is for you if… You have a straightforward money question or situation you want help navigating, such as: • "I need help learning about personal finance. Where do I start?" • “Where should I put my emergency fund?” • “I got a bonus this year. What should I do with it?” • “My budget is set up, but it isn't working for me. Can we look at it together and suggest tweaks?” • “What debt strategy should I use to pay down my debt faster?” • “I want to start DIY investing. How do I get started?” • “How can I improve my credit score?” • “I’m struggling to talk about money with my partner. How should I approach it?” • “I have competing priorities. What financial goal should I focus on first?” • “Should I prioritize contributing to an RRSP, TFSA or FHSA?”