Alithea Financial Wellness

With Tara Elston Dinyer. Professor and Program Coordinator Health, Wellness & Fitness Program Mohawk College

As a Financial Wellness Coach, I can provide all or part of the following services to my clients: To start, your Initial Consultation is free. On sign-up, Client/Coach relationship investment structure. ... Monthly or Hourly commitment based on your needs. +Financial Wellness Checklist: In-depth and personal discussion of your financial goals Planning for personal targets Examining your relationship with money and how money can affect your overall wellness +Financial Wellness Road Map: Review current budgeting habits Cash Flow analysis Net worth improvements +Investment Review: Research your current fees Analyze how your portfolio has performed Review your actual risk tolerance Offer information on tax-efficient investing Unbiased discussion of what are the best types of investment vehicles available +Monthly Touchpoints: Open to discuss your personal banking questions Offer an unbiased second opinion on your current plan or client-advisor relationship Ability to conduct individual/group calls, zoom meetings Provide articles, blogs, book recommendations, items of interest +Discount on Services from Partners: Accountants Lawyers Will and Estate Planners Health and Wellness experts +Year End Progression Review +Financial Wellness Coach on Call Remember, I do not manage money or investment portfolios so I cannot make specific investment recommendations. Therefore, all the information that I provide is strictly for your benefit.

A quick 4-point read on how Covid may have financially affected people and their relationship with money. Financial wellness can lead to better mental, physical and social health. https://www.alitheafinancialwellness.com//covid-financial-

Light reading for you. I know you're all at home... Stock markets in Canada, the US and worldwide have taken a big hit these last few weeks. Many investors are unsure of what to do and I don’t blame them. This is a crisis that we really haven’t experienced before and unfortunately something we may experience again in our lifetime. "Self-isolation has allowed me the time to evaluate, read, think and hopefully put things into perspective for you. Many investors have probab...Continue reading

Definitely not saying that I start trends but to create my concept in such a professional capacity AND in this industry is amazing to me. The vision I had when I was developing Alithea Financial Wellness a few years ago is slowly becoming mainstream. I've repeatedly mentioned that the financial landscape is changing and the ability to be able to provide this to Canadians is noteworthy. Absolutely overjoyed today.... Have a read... https://www.theglobeandmail.com//article-subscription-bas/

A quick blog about some news articles I read today regarding Tax Free Savings Accounts. In short... TFSA's good.... The long game... The importance of client education and improving investor knowledge.

Celebrating client successes... Sandi was referred to me nearly a year ago through a mutual friend. I’m also proud to say that she is also one of my first clients, an existing client and now a friend of mine.... When we initially met, Sandi was working for a company and we had several discussions about her current situation, her retirement and her own personal goals for the future. Specifically, Sandi wanted to retire comfortably in about 5-7 years and then she always had it in the back of her mind to start her own business. Knowing full well that the retirement landscape is changing and being as active and productive as she is; Sandi wanted to keep busy, stay engaged and still make an impact in a new career direction when that came about. Fast forward a year later Sandi has successfully retired from her company and has now started up her own business called SL Support Solutions. Things can change in a year. Personally, I like to think that the value of our discussions and planning made Sandi realize her dreams faster than expected and gave her the confidence to make the decision of starting her own company. Should anyone ever need an experienced and highly skilled Virtual Assistant for their small business, I have no doubt that Sandi would deliver. Her character is without question. She’s definitely goal-driven, committed, eager to seek out alternative options and sees the bigger picture ahead. All these traits will allow her to do well in her new endeavour. Wishing you all the best Sandi!!! SL Support Solutions http://slsupportsolutions.ca/ https://www.facebook.com/SLSUPPORTSOL/?modal=admin_todo_tour

Scaling your Financial Wellness