The 7-step online financial planning platform
designed to help you thrive through all phases of
your one precious life.
go intentionally
It's okay to feel scared, overwhelmed or alone when you try to approach your money management.
Hey Achievers...
yes you!
...the ones who know that nothing comes without a bit of time and effort.
THIS IS FOR YOU IF
You want to feel money confident
You want to learn how to befriend money and create healthy money habits
You want your money to make you feel safe and free.
You appreciate access to live support and good design
IT'S TIME TO DROP THE HUSTLE CULTURE, AND BUILD FINANCIAL SUCCESS ON YOUR TERMS
MONEY IS EASY, KNOWING WHAT YOU NEED IS THE HARD PART
Finance is realizing the life you want to live and then using your habits, time, and money to carve the path to your dreams.
WHAT IF YOU COULD ACHIEVE
• Financial Calm
• Confidence in your choice of goals and habits
• Your vision of where you see yourself compared to where you are now
• Wealth by properly investing your hard earned savings
• Clarity on investments, careers, spending and finding financial freedom without reading stuffy articles or static books
• Boss status over the investment of your time and money
• Assurance that you are moving towards better
YOU LOVE THE FEELING OF FORTITUDE THAT PRACTICE BRINGS.
You know that in order to be financially successful and build wealth, you need knowledge dispelled in an interesting way, human support, your own commitment and easy practices that bring confidence to make courageous choices for your life.
Ideally, someone would give one answer to your one burning question. They would give you the one single piece of advise and you would spend 15 minutes executing that plan and wa la! Money would be flowing into your accounts - you would need a bigger purse to carry all the spare cash.
…but that is not the way it works.
Luck comes sometimes but you would have needed to be in its way in the first place.
Like your schooling, your company, your household - all the successes took attention and care and a wee bit of time and effort and commitment - to be well, successful.
So you search the internet, view some YouTube videos, check Tik Tok, read a few books but change does not come.
I tried earning my way to financial freedom - it worked for awhile - until my adrenal glands had enough, I was missing too much of what made me, well me, and when I jumped off the work treadmill, my old habits gnawed away at my savings.
I realized for all my investment success, all my career success, I had not built foundational habits for my finances.
I also realized I was asked ALOT of questions - in airports and parties - anywhere I was a captive audience.
I realized we all needed answers.
So I stepped back and added a small amount of discipline and tried and true simple doable habits to what I already knew about money and investment.
I share all those insights - but so you can practise as soon as you learn, I embedded them all in a custom built online fun platform. Taking on a tech project was an incredibly difficult journey but existing sites did not provide the experience or results I wanted to achieve for myself or you.
THE ROADMAP
AfireFi is a roadmap, proven to work with VIP clients, embedded in a well designed online workspace. It works on any device any time.
From your first paycheck to your financial freedom years, the guide and app features will assist you in managing the building and use of your wealth.
YOU WILL COVER THINGS LIKE...
managing personal & household spending
embracing your dreams with a plan
designing the daily life you want to live
accessing your personal strengths & community support
plus everything else you'd expect from investing savings to managing debt and more...
FINANCIAL FREEDOM IS A JOURNEY, NOT A MOMENT OF ARRIVAL
GETTING UNSTUCK
STEPS 1 - 5
Our proven roadmap, Bonfire, is set up with 5 Quests
Travel them in order
Approx. time 3 hours each week over the first 4 weeks
OR
Dive right to Dashboard
Hit specific sections and link to relevant parts of Bonfire as needed.
QUEST 1
Regain focus on what's important to you.
Are you afraid to start? Do you feel unsure of the Dreams you should be chasing or overwhelmed over the number of goals you have? Let's reveal the Dreams that are right for you.
What will this do for you?
starting can be the toughest part so we begin working with your goals and dreams.
knowing what you are working towards will help keep you inspired for the times things get tougher
You will reveal what things you need for yourself versus what you are doing because friends or your greater community aka the world are doing it.
Understand how to uncover the value of your esoteric traits
Begin to establish better habits
QUEST 2
Set up the mindset and assets needed for wealth building
Do you feel like you dont want to repeat the same mistakes as your parents. Are you unsure of the decisions you made or need to make on what investments to hold?
What will this do for you?
Acknowledging our past experiences allows us to carve our mindset forward. The importance of this cannot be overstated.
Its not all about mindset of course. How you invest your hard earned savings will determine if your Dreams will be achievable. We review Assets including currency, class and liquidity risk and how to begin matching them up with your Dreams.
We address savings as a habit to form.
QUEST 3
Reimagine your day!
Are you running your day or is it running you? Do you feel you are doing too much are too little? Can you see how you spend your time is how you spend your money?
What will this do for you?
Draw a link between how the decisions you make and don't make about how you spend your time have direct impacts on your happiness and spending patterns.
Understand the importance of nurturing all aspects of yourself, not only for you, but for your family and how this is a game changer.
Setting up accounts to stressly ensure you, and anyone else in the household, is getting what they need to thrive.
QUEST 4
Make courageous financial decisions
Do you think budgets are cumbersome and a waste of time - only for those people who dont have a life? Would you rather be dipped in tobasco sauce than talk to anyone else amount your finances or debt?
What will this do for you?
We will show you that freedom needs boundaries and your schedule and budget are tethers to your wildest and quietest dreams.
Community convo is one of the most difficult parts for most. We aren't taking about a book club here - just some casual convos to release the pressure valve.
Debt - yes, you will really sleigh the dragon.
QUEST 5
See your finances from the top of the mountain!
Have you wished for one picture to show you an overview of your wants and haves? Would you like one place to pop into for inspiration?
What will this do for you?
Its like the day after the party but instead of having a big mess to clean up you have a smartly designed Timeline showing you your dreams and assets.
I pop in here a few times a week to reinforce my frugality as a way of life. Its not meant to limit me but to free me.
Timeline focuses your intentions and helps you say no and yes to keep you on your own path
We further introduce the concept of money dates as a way to incorporate all the habits and knowledge into easily digestible bites for your daily life.
POST-BONFIRE
STEP 6
Progress not perfection
Would you like to enjoy the learning process and not worry to take notes? Do you want to take all the habits and to do's with you?
What will this do for you?
Actionable items from Bonfire are detailed in Refinery for easy access to better habits, confidence and practical matters like opening an investment account.
For easy tracking, these are in provided to you in an interactive check list format .
Est time 1 hour / week for 4 weeks
POST-BONFIRE
STEP 7
Enjoying a financial freedom lifestyle
Do you know that your finances mirror your life's movements? Your life isn't static so why would your finances be? An ongoing simple 10 minute weekly practice and monthly guided 40 minute practice, you will have enough fortitude to remain financially calm and confident in the face of all the unexpected events life will continue to throw at you.
What will this do for you?
An ongoing practise will reinforce the habits we have taught you
Doing small bits at a time will become part of your life and something that begins to feel restorative and as necessary as your sports, friends and hobbies.
Your money will begin to make you feel safe and fortified.
AND THERE'S THE BONUSES TOO:
Dashboard
Many clients, including me, keep the Dashboard page open on their computer. This link to your bigger financial picture can help make purchase decisions or record money spent.
Library
For the bigger crossroads like career, retirement, investment, business reinvestment, divorce, marriage, kids and so on, turn to our resource section. Ever growing hours of videos, articles and audio take the stuffiness out of finance and give you actionable items to easily help you evolve.
Support
Along with prompts and tips throughout the app, you will have access to unlimited human support via chat or email to help you along your financial journey.
1ST CLASS ONLY
Phone support for big-issue planning. You are one of a few. We will make sure you are getting through. We got you.
1ST CLASS ONLY
Lives
September, January and May I hold an Accountability Call with members to review overall themes and actionables for the upcoming 3 months. Questions / discussions about best practices and ways to support the community are encouraged. (Nb April, August and December we recommend a break from financial decisions and just enjoy your accomplishments)
Templates
For initial help on recording spending, what you owe and what you own
Monthly Guidance
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Monthly email prompts with bite sized money maintenance
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Monthly "What I'm up to email". I let you know what I am reading and seeing and any changes to my own investment strategy.
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Monthly audio prompts on the app
START FROM WHEREVER YOU ARE NOW...
"I avoided my finances until my divorce left me in charge of my kid's future. somewhere in the first few weeks, i realized my finances are only partially about money. it inspired me to update my habits. I've been able to reduce my overall spending significantly without compromising on our quality of life."
“
ELLA – CHEF
SO HOW MUCH DOES IT COST?
By setting up this platform to contain an enjoyable journey with online workspace, tools and unbiased support, we can offer it to you at a much more affordable price than visiting a Financial Planner.
OK, I'M READY!