|Money Coach | Ottawa, ON|
Specialization: cash flow and debt repayment solutions for families and individuals
“I love helping people find the power within themselves to create a life full of potential and choices.”
Haidee is both attentive and forthcoming. She provides a trusting, inviting environment where her clients are able to share their money concerns. She empowers her clients by using collaborative approach in finding the optimal solution that works for each unique, individual situation.
Haidee’s interest in financial planning started in her personal life. She and her husband started on the fast track—getting married, buying a house and having a baby within two years, and soon using their credit for everyday expenses. They were constantly worried that if anything unfortunate happened, there would be a difficult road ahead.
That’s when Haidee caught a glimpse of a financial makeover show. She realized that, although she and her husband were sensible with money, they didn’t have a plan. So she began overhauling their money management system to make it proactive rather than reactive, and the stress level slowly disappeared. This inspired Haidee to take a personal finance course—then another, and another, until she was well on her way to completing her CFP designation requirements. She is currently a FPSC (FPE1) Registered Candidate.
Having experienced first-hand the benefits of a solid financial plan, Haidee was inspired to help others experience the same. Believing there was a need for unbiased, fee-only financial professionals, she decided to become a money coach. As a money coach she felt she could truly make a difference in people’s lives. Today, she helps clients turn “if only’” into “I can!”—while giving them the confidence that she will always put their needs first.
Having recently started my real estate career full time, I was in need of a structured plan for my personal and business finances. Haidee helped me build an easy-to-follow plan to gain control of my finances and find security emotionally to windstorm some, if not all, financial emergencies in life. I was particularly pleased with the challenges given to me to push the envelope just a little bit further in business and personal choices.
- M.U. Sales Representative, Nov 2012
Prior to working with Haidee, we were stressed and stretched. We were getting by but were unable to deal well with big one off expenses that inevitably arises. Now, we are more organized, especially setting aside money for known expenses in the future and for any emergencies which is a big help and making a huge difference. We feel more stable, better organized and planning ahead more systematically. Our short term goals are much better planned for and considered. Longer-term, this process has identified issues we need to think about. Haidee's financial knowledge was a huge benefit to us. She was professional and sensitive to our needs. She provided useful advice for an immediate program that helps us out now; and she prompted us to think about the right questions over the long-term, e.g. with respect to keeping/ selling our house and insurance, etc.
- Jen & Josh, Ottawa