You might be asking yourself what a Financial Coach does, and how I got here. I founded my financial coaching business with a mission to provide ambitious individuals with the education, skills, and accountability to make informed financial decisions, both now and in the future.
In 2020, I was forced to move back to Vancouver, Canada where I am originally from, and to leave my career behind as a Financial Planner in Melbourne, Australia (due to immigration & pandemic).
I knew it was a sign. I have always had a passion for helping high-value women and particularly entrepreneurs to achieve massive financial security and freedom. I know that many people feel intimidated to ask questions about money but lack the skills and knowledge to take their business and personal finances to the next level. I saw a gap in the market and knew that it was my calling to fill it.
I grew up in a Financial Planning family where discussions about money were a regular part of life. With my mother as a Certified Financial Planner (CFP) and Estate Planning Trust Officer for more than 40 years, and my brother being both a CPA (Certified Public Accountant) and CFP, I learned the importance of financial education from an early age.
It became clear to me that my true passion lies in coaching the next generation of Wealth Accumulators—helping them develop strong money management skills, set clear financial goals, and build the expertise required to create the life of their dreams. It’s not just about budgeting and spending, but how to maximize your income and learn ways to save money on tax strategies, investments and retirement planning. By learning these skills now, my clients can apply them to the rest of their lives, saving them time and money and learning how to make their money work for them.
If you’re ready to take control of your financial future and learn how to manage your finances effectively, let’s connect.
Sandra’s Credentials:
2019 Certified Financial Planner CFP® | Online, Financial Planning Association of Australia
2017 Advanced Diploma of Financial Planning | Monarch Institute, Australia
2015 Diploma of Financial Planning | Monarch Institute, Australia
2012 Bachelor of Commerce in Entrepreneurial Management | Royal Roads University, Canada
2010 Diploma of Business Management | British Columbia Institute of Technology (BCIT), Canada
By having confidence in your finances, you can spend less time worrying about money and more time doing the things you love most.