How much money are you losing without knowing?
Take this 3-minute quiz to get it back.
This financial health quiz can spot savings opportunities and show you how to make the most of what you already have.
How much
money are you losing
without knowing?
Take this 3-min
quiz to get it back
This financial health quiz can find reveal savings opportunities and show you how to make the most of what you already have.
Top Financial Regrets That Canadians Wish They Could Change
Postponing investing to RRSP/TFSA and missing out on tax savings compounding returns
Over reliance on credit cards and loans without a clear repayment strategy
Not understanding finance topics such as investing, taxes, and interest rates led to poor financial decision
Lack of information leading to overpayment like insurance payments and subscriptions
Get Your Free
Financial Checklist
After completing the quiz, you’ll receive a free comprehensive financial checklist designed to help you take control of your financial future.
This checklist serves as a practical and personalized roadmap, enabling you to take actionable steps toward achieving your financial goals.
It will provide clarity on where your money is going, highlight potential mistakes that may be costing you, and guide you in creating a plan to move forward with confidence and purpose.
Take the Financial Health Quiz to find out savings & opportunities.
It's quick, easy, & something your future self will thank you for!
Find at least $100 savings back your pocket
Find ways to set achievable financial goals
Reinvest your savings to reach your goals faster
Get a step-by-step plan how to invest your dollar
Find out exactly what your money is doing within 3 minutes.
Get a free gift tailored to your results.
You will thank yourself for it 🌟
Take the first step to your freedom.
From paying expensive life insurance to home ownership in three months
Raquel had been overpaying for life insurance for years. Her ultimate goal is to buy their first home.
After our financial review, we reduced her premiums, increased her coverage, and unlocked $36,000 in cash value from her policy.
She transferred that to her FHSA, giving her a ready-down payment and access to tax refunds she hadn’t expected—all within three months from our first conversation.
Paying over $1,000 a month in premiums but still underinsured
Jess is a high-income earner and owner of multiple real estate properties. She pays over $1K to her mortgage insurance, which does not cover the entirety of her debts left across her portfolio.
After our financial review, we were able to increase her coverage by 40% and decrease her premiums by over 50%.
Now she has more money that she can put into her RRSP to save on income taxes.
From $5000 monthly retirement income to solid estate planning
Allan spent his life building a great career but wasn’t sure how his money would support him for the rest of his retirement.
He also had a large amount of money in a non-registered account that was being taxed every year, even though he wanted to leave it to his wife and son.
After we went through his finances, not only Allan did get a robust retirement plan but also a solid estate plan. He knows which accounts to use first to save on taxes and has everything in place to ensure his wife and son get his inheritance in the most tax-efficient way.
From investing with very little returns to getting 10% return on investments
Sherry always kept her money in a savings account, earning very little and paying full taxes on the interest.
She was worried that at this rate, she and her husband wouldn’t have enough money for retirement in 20 years.
After we reviewed her finances, Sherry and her husband now have a clear retirement plan. They’ve invested their money in funds that made 10% last year, and we used a registered account to help them save on taxes and reinvest more.
Take the Financial Health Quiz to find out savings & opportunities.
It's quick, easy, & something your future self will thank you for!
Find at least $100 savings back your pocket
Find ways to set achievable financial goals
Reinvest your savings to reach your goals faster
Share the quiz to your family and friends
Meet Sarah, your personal finance coach 🌱
Meet Sarah, your personal finance coach 🌱
Hi, I'm Sarah, and I'm on a mission to get 100K people to their first $100K through financial empowerment and entrepreneurship
If you're starting with $0 with no connections and no intergenerational wealth, your first $100K is the toughest to earn—but the most crucial for building wealth.
Even people earning a $100,000 yearly salary don’t guarantee financial success; it takes self-control, plenty of sacrifices, determination, and the right mindset.
If you're ready to make the necessary changes to get to your first six figures, you've come to the right place.
Let's start by going over your finances in a non-judgmental environment. No obligation—only education.
Hundreds
Financially Educated
Thousands
Savings Found
5-Star Review
Wealth Whiz Podcast
What people say about Sarah
Saving people money is my passion, and I start doing it from the very first meeting. I help them not only recover hidden dollars but also build strategies to grow their wealth over time.
Edwin G.
Thank you for your time, and it was mind-blowing what I missed towards the financial aspect. It was why I never stopped learning. It's a blessing that I came across you. I am confident that with your guidance, I can achieve the financial freedom I've been seeking. Your unique approach and knowledge in the industry are aligned with my goals.
Aila C.
I’m very satisfied with my experience with Sarah. She explained to me every detail I needed to know and even answered my random questions about setting up a retirement plan and also life insurance. With Sarah’s help, I am now aware of my situation and what I can do to help myself to have better financial planning. I am very thankful for Sarah’s patience with all of my questions.
Minnchu T.
You helped Kevin and me plan for our future in terms of retirement savings plans and investments. My favourite part about working with you is that you took the time to get to know us to help figure out and prioritize our needs. I’m looking forward to working with you more in the future!
