If you're feeling unsure, worried or confused about finances, you're not alone, and you don't have to feel that way any longer.
Hi! I'm Lyndsie Barrie, a mom who worried constantly about money throughout her twenties, so I know how frustrating it is to have hopes and dreams and no clue how to achieve them.
My promise to you is this:
I will help you increase your wealth and feel confident in your financial decisions.
How? Through my fee-for-service, unbiased financial consultation process that is all about EDUCATING - NOT SELLING!
("Unbiased" = not tied to one financial company.)
During the four week consultation process, I explain the world of money, review your entire financial picture and help you build a plan for now and in the future that you can feel confident about. I promise you will never feel pressured to buy anything! You will also learn new ways to teach all of this money stuff to your children!
Immediately after moving to Cochrane Alberta in 2010, a series of doors opened, landing me in a financial advisor role at a large investment firm. I persevered through financial courses while my five year old son watched many Disney movies.
The quotation marks around "financial advisor" are there because,
Compensation came only from selling financial products like stocks, mutual funds and life insurance. I wasn't paid to advise. I was paid to sell.
This meant that I did a lot of work for free.
Why for free?
When people asked me, “What do you charge for a financial review?”, I wasn't allowed to charge for my advice, so I had to say, "I do free consultations in hopes you will become a client." which actually meant "I do free consultations in hopes you will buy life insurance or invest money with me so I can pay my bills."
My only compensation was from people buying financial products from me.
I did a lot of work for free because, often at the end of my free consultation process, people discovered they didn't need a new financial advisor or a new investment. They just needed someone they like, trust and believe in to look at their numbers, share new perspectives and say, “You’re on the right track.”
I stopped working for free a long time ago.
Most financial advisors can’t be bothered to help non-wealthy people become wealthy because the financial firms they work for are after one thing: quick profit.
I gradually got over my fear of going against the grain and began doing what makes me happy: working for those who like, trust and believe in me, no matter how much money they have, on a fee-for-service, unbiased financial consultant.
Does this mean I can't sell my clients financial products like life insurance and investments? Nope. It simply means I don't have to in order to get paid.
After being asked the same money questions over and over again by moms, and still feeling the helplessness and frustration that goes along with not understanding how money works from time to time, I decided to find the answers, strategies many moms are seeking. The answers I found became workshops, YouTube videos, blogs and eventually, a book called "Money & The 39 Forever Mom”.
Amy, Yvonne and I have planned a four day retreat that will empower and educate women who are running home-based businesses through building a strong community of female collaborators - not competitors.
We believe that the best way to make a change is through goal setting and accountability, and we look forward to gathering with a group of like-minded women to lead them through building a strong foundation on these principles at the retreat!
TRANSPORTATION FROM COCHRANE, ALBERTA, TO THE RETREAT
ALL MEALS, SNACKS AND BEVERAGES
DAILY GROUP THERAPY SESSION WITH AMY MONEA AND THE HORSES
DAILY WORKSHOPS WITH LYNDSIE BARRIE AND YVONNE WINKLER
A ONE-ON-ONE THERAPY SESSION WITH AMY MONEA
A ONE-ON-ONE FINANCIAL CONSULTATION WITH LYNDSIE BARRIE
A ONE-ON-ONE BUSINESS COACHING SESSION WITH YVONNE WINKLER
You'll also receive many other valuable freebies, invites and great ideas to help you earn, save and invest money the way you do everything else: like a #supermom!!