The Millennial Money Guide

As a money coach, I work one on one with you to help you better manage your money. Some of the areas I focus on are: budgeting, building credit, getting out of debt, investing, managing student loans, and obtaining a mortgage. The purpose of this to help you live a more fulfilled life. A money coach is a fee for service financial professional that doesn't sell investments, insurance, or financial products. They are experts whose sole interest is your financial success. As a finance professional I'll work with you to clarify your goals, design a personalized plan to address your most important financial concerns while guiding and encouraging you to achieve the life you want, with greater confidence and ease than you thought. A money coach is a different kind of financial advisor, someone who looks at your entire financial picture with a goal of improving your overall financial wellbeing.

The Millennial Money Guide

Gina Judge

The Millennial Money Guide

Webinars

Investment Webinar - February

1 hour, 30 mins · $60

More info • The What & Why behind investing
• Understanding your investment objectives & your investor profile
• 5 Asset classes: stocks, index funds, ETF’s, mutual funds, REIT’s
• Criteria when selecting a stock:
o Financial health
 Quarterly Earning Calls – Transcripts
 Current Ratio
 Debt to Equity Ratio
 Price to Earnings
 Beta
o Risk assessment
o Durable competitive advantage
• How to strategically build an investment portfolio
• Utilizing tax-advantaged accounts e.g., RRSPS & TFSA
• Investment mistakes to avoid
• Q&A
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Other services

One on One Coaching

45 mins

$99

More info - An analysis of your financial statements prior to our call
- 45 minute coaching session with a focus on any area that you're currently working on improving
- An email summary of our call including recommendations View less

Budget Bundle

1 hour

$160

More info - A detailed analysis and assessment of your financial statements
- I build a comprehensive budget from scratch where I incorporate my cash flow formula
- 1 hour coaching session with a focus on your requested area
- A 4 step action plan designed to help you achieve your goals, with specific tactics and strategies catered to your circumstances
- I apply a holistic approach, by reviewing your statements and goals ahead of time, I walk into the consultation ready to make recommendations catered to you View less

Budget Bundle Couple

1 hour, 30 mins

$220

More info - A full analysis and assessment of a couple's financial statements
- I build a comprehensive budget from scratch where I incorporate my cash flow formula
- A joint 4 step action plan designed to help you achieve your goals, with specific tactics and strategies catered to your circumstances
- 1.5 hour coaching session with a focus on your requested area
- I apply a holistic approach, by reviewing your statements and goals ahead of time, I walk into the consultation ready to make recommendations catered to you View less

The Millennial Money Guide

Virtual Consultation, Metro Vancouver

6046122476

Monday

Wednesday

Friday

11:00am - 5:00pm

The Millennial Money Guide

Virtual Consultation, Metro Vancouver

6046122476

The Millennial Money Guide

The Millennial Money Guide

Gina Judge

The Millennial Money Guide

Webinars

Other services

The Millennial Money Guide