Relationships/Family, Sudden money, Compulsive spending, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Financial secrets
Occupational specialties
Business Owners, Academics, Attorneys, Therapists, Professional athletes, Entertainment, Artists, Engineers and Architects, Family Businesses/Family Enterprises, Pre Marriage
About
I believe that every person’s financial wellness journey is unique. Wherever you happen to be in your journey is where I will meet you.
By seamlessly integrating financial therapy, coaching, and education with robust financial planning, Alaphia Financial Wellness offers a new approach that empowers you to live your life to the fullest, on your own terms, with confidence.
I believe that all money decisions are in service of a deeper need of some sort – including decisions we may later regret. Once we understand the underlying needs, we can explore how to address them in a financially healthy fashion.
My work focuses on identifying what truly matters to you and using your money as a tool to serve your dearest values while also protecting your financial health.
Together we will explore how your thoughts and experiences have shaped your behaviours around money. With that insight, we will create your personal financial path that will support your full life vision, now and in the future.
Professional Specialty Areas
Issues and needs
Relationships/Family, Sudden money, Compulsive spending, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Financial secrets
Occupational specialties
Business Owners, Academics, Attorneys, Therapists, Professional athletes, Entertainment, Artists, Engineers and Architects, Family Businesses/Family Enterprises, Pre Marriage
Languages
English
Religious/Spiritual
Disability/Ability
Sexuality
Heterosexual/Straight, LGBTQ+
Racial Identities
First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander
About the Practitioner
Primary Professional Orientation
Financial
Delivery Method
Virtual
Country
Canada
Service Area
Type of Service
Coaching, Financial Planning, Estate Planning
Practitioner Gender
Female
Fee Structure
Flat fee, Hourly - Do not accept insurance, Project based, subscription/retainer
Practitioner Designations and Qualifications
Financial Therapy Designations
Certified Financial Behavioral Specialist- FBS
Mental Health Designations
Financial Designations
Certified Financial Planner, Trust and Estate Practitioner
Relationships/Family, Anxiety, Retirement, Children and Adolescents, Disability/Ability, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Transgender, Stress, Family conflict, Financial secrets
Business Owners, Service industry, Tech, Engineers and Architects, Family Businesses/Family Enterprises
Relationships/Family, Anxiety, Stress, Family conflict, Financial secrets
Business Owners, Doctors/Dentists, Academics, Attorneys, Therapists, Teachers, Service industry, Digital nomads, Tech, Engineers and Architects, Sales, Real estate, Clergy, Family Businesses/Family Enterprises, Pre Marriage