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Services & pricing

Simple, honest pricing

No apps, no bank pitches, just one-on-one help with your budget. Pick the level of support that fits, from the Yearly Budget Planner to ongoing accountability.

Coaching options

Most popular

Budget Blueprint Session

For anyone who wants their budget built with them, one-on-one — whatever your age or situation.

$99 CAD • one-time

  • 60-minute one-on-one session (video call, or in person by request)
  • Complete review of your income and expenses
  • A custom budget, hand-built and personally reviewed
  • Debt repayment plan, if it applies to you
  • One 15-minute follow-up call 1 to 2 months later
  • Your budget delivered digitally, plus extra resources
Book a free call

Full refund if cancelled 24+ hours before

The Full Package

For people who want ongoing support to stick with the plan and reach their goals.

$249 CAD • one-time

  • Everything in the Budget Blueprint Session
  • A second deep-dive session on savings goals or debt strategy
  • Monthly accountability calls for three months
  • A custom savings and debt-payoff roadmap with milestones
  • A 30-day budget re-work based on your real spending
  • Quarterly check-ins for a full year to keep you on track
  • Priority email support for three months
Book a free call

Full refund if cancelled 24+ hours before

The Yearly Budget Planner

A complete budgeting system you build yourself: a full year of tracking, a live dashboard, and a debt payoff plan, all in one spreadsheet.

  • The Budget Blueprint spreadsheet, ready to use in Microsoft Excel or Google Sheets
  • A full year of monthly tracking tabs, plus a dashboard that updates itself as you go
  • A debt payoff plan that shows exactly when each debt is paid off, and which one to tackle first
  • A step-by-step PDF guide, plus a simple way to roll into a new year without rebuilding from scratch
  • Yours to keep and reuse for life

Works in

Excel Sheets

$29 CAD • one-time

Delivered to your email within 24 hours

Get the template

Not sure which plan is right?

Start with a free 15-minute consultation call. No commitment, just a chance to talk through your situation and see if it is the right fit. If you decide to go ahead, I’ll send over a short intake form to fill out before your session.

How it works

A simple, remote process from first call to a budget that works.

  1. Book a free 15-minute call

    We talk through your situation, answer your questions, and see if it is the right fit. No commitment.

  2. Fill out a quick intake form

    After the call, if you decide to move forward, fill out a short intake form so I understand your income, expenses, and goals before we start.

  3. Your 60-minute session

    On a video call, we review everything and build a budget that gives every dollar a purpose.

  4. Get your custom budget

    I deliver your hand-built budget digitally, along with extra resources to keep you going.

  5. Follow-up check-in

    A 15-minute follow-up 1 to 2 months later to keep you on track and adjust as needed.

Book a free call

Common questions

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.

Ready to get started?

Book a free 15-minute consultation call. No commitment, just a chance to talk through your situation and see if it’s the right fit.

Book a free call