Times are changing.

No longer do we need finance experts and professionals to invest for us. With the emergence of technology, everybody has the power to do it themselves and take control of their finances.

However, investing can be confusing and you may not know how to start or what would work best for you. At No BS Finance, I aim to give you the tools you need to take control of your money to make sure your investments are aligned with the goals you have for your life.

Debt can be debilitating, but it doesn’t have to be the end of the world.

Whether it’s car debt, student debt, credit card debt, or a large mortgage, here at No BS Finance I break down your debts for you, and help you create a budget and a plan to get out of debt. Finally, we’ll make a post-debt plan together so you can get to living the life you always dreamed of.

Retirement can be daunting.

While retirement can cost a lot of money, one of the main aspects people don’t think of is what they will do with their time. That’s why you see so many people who retire and subsequently un-retire.

Here at No BS Finance, we will sit down and talk about your retirement goals and work from there. Whether that is retiring to a cottage in the forest and living off the grid, or travelling to Arizona so you never see the snow again, we’ll break down your income and expenses and make a plan to get you to your retirement goal.

College is expensive.

It doesn’t help that it is often overlooked and forgotten about until your children are a couple of years away. It can often add stress to your finances, as well as your kids finances as they may have to take out student loans.

At No BS Finance, I will sit down with you and discuss the college/university prospects, a budget to help you put away some money while not sacrificing your own lifestyle, and the best way to release these funds to minimize the tax impact for both yourself and your kids.

Death and Taxes.

Both are guaranteed, and while taxes are the bane of most peoples existence because it feels like they get more and more confusing every year, it doesn’t have to be that way.

Here at No BS Finance, I will advise you on the best way to do your taxes, look at your financial situation and find the areas where you can save on taxes, and also look forward to future years and provide actionable steps that you can take to reduce your taxes in the future.

Everyone has aspirations of building a budget and sticking to it, but no one ever does.

Here at No BS Finance, I will provide you with simple hands-off budget templates and tips that you can use to gain awareness of where your money is going, lower your expenses, and allocate money to the things that you actually want from your life.