Join the team

A successful coach builds trust and mutual respect with their players. Trust and respect are the foundation of any successful team, and together, we’ll build a financial strategy that’s based on both.

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How We Plan Together

1.

We review your situation and your goals to better understand what financial security means to you

2.

1.

We identify any gaps and build a plan to help you achieve your short and long-term goals

3.

We identify any roadblocks and analyze and discuss how to get past them

4.

3.

We regularly review and monitor your financial security plan to ensure it meets your changing needs

Nolan Lamb B.Comm

Financial Security Advisor
Investment Representative

nolan@coachingfinancial.ca

403-807-6681

Coaching and Financial planning

Coaching youth sports has taught me to listen. By first asking and then listening carefully, I can bring my own experiences to help families confidently chart their financial way forward to a place of security. After learning about your goals, together we can co-create a financial security plan that gets you to where you want to go.

Contact Me

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

Coaching Financial

(403) 807-6681 nolan@coachingfinancial.ca

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