Build Wealth that feels Well.
Lead your personal + business finances with clarity, confidence, and self-trust.
You've been taught what success should look like, what wealth should mean, who to trust, and what the "right" decision is.
What if the next chapter begins by trusting yourself instead?
For those ready to lead their personal and business finances with clarity, more confidence and deeper self-trust. To reclaim your values, discover what wealth really means to you, and make decisions that align with the life and business you're here to create.
Services include 1:1 support, resources, events and insurance strategies (through independent agent partnerships).
Your finances don't define you, they inform you.
Most people were never taught how to navigate their own inner wisdom. They avoid it, lead their money blindly, and outsource their life decisions. They move through life waiting for permission they were always allowed to give themselves.
Clarity changes that.
When you can see your truth clearly, your inner wisdom stops feeling abstract. It becomes something you can act on. Something you trust.
When clarity meets inner wisdom…
Confusion becomes clarity
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Doubt becomes discernment
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Wealth becomes something you navigate with confidence.
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Nice to meet you, I’m Chrissy!
I'm a CPA, CA and independent financial broker on a mission to help you close the gap between where you are and where you're being called, by combining the inner work with financial expertise.
The life calling you becomes more real.
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Understand your inner wisdom, options and next right step for you →
Set up your finances to build wealth, not just make money →
Build a life of freedom and fulfillment →
Wherever you are with your finances, there’s a place to begin. Choose the support that is right for your next step.
Personal
Support for individuals ready to lead themselves and their finances.
BUSINESS
Support for business owners ready to lead themselves and their finances.
Events
Experiences to deepen inner clarity and self-trust to create the life & business you love.
Business Finance Sessions
The business finances are more than numbers.
When you have clarity around what's happening in the business and within yourself, you stop reacting and start leading. You make stronger decisions, protect what you're building, and create a business that supports the life you're intentionally creating.
Business Financial Clarity Session
A space to step out of the day-to-day, be deeply heard, and get clear on the next right financial steps to protect what you're building and create wealth along the way.
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A Business Financial Needs Analysis is a simple way to get clear on where your business is today, where you want it to go, and what needs to be in place to protect what you're building and create wealth along the way.
A space to step out of the day-to-day, be deeply heard, and get clear on the next right financial steps for you and your business.
Together, we may explore topics such as:
Protecting your family and business if you become sick, injured, or pass away.
Protecting the business from the financial impact of losing a key person due to illness or death.
Protecting business loans and other financial obligations.
Funding buy-sell agreements and protecting business partners.
Using tax-efficient insurance strategies to build and preserve wealth.
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We’ll meet virtually over Zoom for two sessions.
Session 1: Discovery
We’ll gather information to understand your current business financial picture, your goals and values, and what’s important for you to protect and build.
Session 2: Clarity & Next Steps
We’ll review the financial picture, and explore insurance strategies aligned with your goals: from protecting you, your family and your business to building and preserving wealth.
To Get Started
1. Book your Business Financial Needs Analysis sessions using the link below.
2. Download the information checklist you’ll receive after booking and gather what you can.
3. Join me on Zoom for your first session.
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This is a complimentary process, outside of any products you may choose to implement.
Custom Support
A strategic partnership for business owners ready to put clarity into action.
Not a one-size fits all solution. Personalized support to gain clarity and put into action meaningful decisions. Shift how you relate to money, yourself and your business.
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A space to be deeply heard, challenge assumptions, gain fresh perspective, and receive practical guidance designed around what you and your business need most right now.
Support may include:
Understanding what the financial statements are really telling you, from an owner’s perspective.
Making sure the bookkeeping reflects the reality of the business.
Bridging the gap between your bookkeeper, accountant, and you.
Learning how the day-to-day activity in the business translates into financial reports.
Building confidence reading and using finances to make business decisions.
Improving cash flow, profitability, and financial performance.
Mentoring you or your finance team to build stronger financial processes.
Talking through important business decisions before you make them.
Identifying blind spots, opportunities, and the next right step for your business.
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All sessions will be over zoom.
Before we commit to one another, we start with a complimentary clarity chat to ensure it’s the right fit to work together and map out how I can best support you.
From there an agreement will be drafted to reflect our time together to ensure we are on the same page. Once that is signed and payment is received, we get started.
To begin, book the clarity chat below.
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Every business is different. The scope of work is customized for you and and your business. The average investment is around $4,600 including tax.
Personal Finance Sessions
Your finances are more than numbers.
When you have clarity around your finances and yourself, you make more confident decisions and create a life that reflects what matters most to you.
Because it's about the money and more than that. It's about the life you're here to create.
Financial Clarity Sessions
Designed to support you in getting clear on the next right step for you and your finances, so you can intentionally create the life you want.
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This is a space to be deeply heard, get clear on what’s really going on, and identify the next right step for you.
Depending on what you need, that next step might include:
A Financial Needs Analysis to get a clearer picture of your finances and opportunities.
Insurance strategies to protect your income, family, business or wealth.
Investment solutions to help get your money working harder for you.
1:1 mentorship to work more deeply on your finances, business, relationship with money, or the decisions in front of you.
A workshop, event or other InnerWise experience that gives you the education or support you need.
Or simply clarity on what you can do next on your own.
There’s no predetermined destination. The point is to deeply be deeply heard, then determine what support, if any, makes sense.
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We’ll meet virtually over Zoom for a complimentary 30-minute Clarity Chat.
We’ll talk about where you are right now, what you’re navigating, what you want to create, and where you feel you could use support.
From there, we’ll identify the next right step together.
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This is a complimentary process, outside of any products/services you may choose to engage in.
Your Wealth Journey
Designed to help you understand yourself more deeply, redefine wealth on your own terms, and confidently lead your financial decisions in a way that supports the life you're intentionally creating.
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A space to be deeply heard and supported as you create a way of managing money that reflects your values, supports your goals, and feels sustainable for the life you're intentionally creating.
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We'll meet virtually over Zoom for five personalized sessions.
Session 1 – Conditioned Awareness
Explore the beliefs, stories, and experiences that have shaped your relationship with money and begin separating your truth from inherited conditioning.Session 2 – Define Your Wealth
Clarify your values, redefine what wealth means to you, and create a vision that reflects the life you truly want to live.Session 3 – Financial Alignment
Create a practical spending plan aligned with your values, goals, and vision. One you understand and feel confident leading yourself.Sessions 4 & 5 – Integration & Support
Receive ongoing guidance as you put your plan into practice, navigate challenges, strengthen new habits, and continue building trust in yourself and your financial decisions. -
Investment:
$1,440 CAD including tax
Includes five 60-minute virtual sessions, personalized guidance, and practical resources to support you throughout the journey.
