Got questions?
Common questions
Everything you need to know before booking. Still unsure? Book a free 15-minute call and we can chat.
- Do I need to be in Atlantic Canada?
- No, all sessions are held remotely over video call by default. I'm based in PEI and focused on Atlantic Canada, but anyone in Canada is welcome to book.
- Can we meet in person instead of over video call?
- If you're in the Charlottetown area, yes — by request, I can meet you in person at the Charlottetown Library Learning Centre. Since the library charges to rent the room, an additional fee is added to cover that cost. Get in touch with me before booking so we can go over the fee, what to bring, and anything else you need to know.
- What should I bring to the session?
- Just a rough idea of your take-home income and main monthly expenses. No spreadsheets required; we build everything together during the call. Please ensure you have access to your credit card and bank statements to make things easier.
- What if I have debt or a complicated financial situation?
- That's exactly what we're here for! We'll map out your full picture, including a debt repayment plan if it applies to you.
- Can I get a refund?
- Full refund if you cancel at least 24 hours before your appointment. No refunds after the session has been delivered. See our refund policy for more information.
- Which plan is right for me?
- Most people start with the Budget Blueprint Session; it covers everything you need in one call. The Yearly Budget Planner is great if you're comfortable building a budget on your own. The Full Package adds ongoing check-ins and a second deep-dive session for anyone looking for more support.
- What do I need to use the Yearly Budget Planner?
- It's a Microsoft Excel file, but it works just as well in Google Sheets if that's what you prefer, just open it in whichever program you already use.
- How do I pay?
- You can pay securely by Stripe at the time of booking. Stripe supports many common payment methods such as debit and credit cards. I also accept e-Transfer if that is easier.
- Is this financial advice?
- Budget Blueprint offers budgeting coaching only. It is not licensed financial, investment, or tax advice.
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