EDUCATION

We provide seminar-based financial education appropriate for groups of any size.  We have commonly worked with employee groups, churches or charities on a wide variety of topics.

  • Group Benefits interpretation
  • Cash-flow management
  • Saving for the future
  • Debt management
  • Values-based Financial-Life Planning
  • Other topics available by request

COUNSELLING SUPPORT & CONSULTATION

Jonathan works in support of ongoing counseling programs, strictly addressing financial challenges where professional assistance is required.  Pre-marital Counseling Support is a favourite.

We also provide fee-for-service Financial Consultations for individuals or businesses.  Negotiated case by case.