A Money Coach in Canada

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Eleanor has an income in the low 70K range from her work as an engineer. She is about 15 years away from retirement, and while she has little debt, she has no assets either. She does have a pension, but no rrsps of her own, no savings, no property. She is utterly baffled where the money goes. She does rent an $1,800/month apt in Kits (Vancouver) which she shares with her college-age son.

While successful professionally and working very long hours, Eleanor is chronically and seriously disorganized. Brilliant, yes. Competent yes. But require or suggest structure and she runs for the nearest exit.

What would you suggest to help Eleanor take control of her money so she can start building the assets she could have, with her income level?

Disclaimer: as usual, these case studies are based on real-life people and/or issues I’ve encountered, but details are altered to thoroughly disguise the identity of the individual.

About the Author

Imagine if Canadians were known for being all over their money. Engaged. Proactive. Getting out of debt. Savvy. Saving. Generous. Nancy wants to help. Nancy started her own journey with money over 15 years ago, and formed her company “Your Money by Design” in 2004 to help others along the same path. It’s not the usual financial advising/investment stuff. It’s about taking control of day-to-day finances –managing monthly cashflow effectively, spending appropriately, getting out of debt, saving. If you're ready to take control over your finances, pop by her business site, YourMoneybyDesign.com

Saturday Case Study: she hates structure. Her money suffers. What would you do? Comment


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