Hey there! I'm
Accredited Financial Counselor, Mom of two active boys + one fur baby, wife to my business partner,
living on Vancouver Island.
I've always gone against the grain within the financial industry because the cookie-cutter standards set out by the giants just don't work for busy moms.
When I left my cushy corporate job at a major financial institute they said I was crazy.
I got laughed out of rooms when I talked about my dream of building an online budgeting program for busy moms.
You have to make money off commissions, they said.
People want to buy insurance and mutual funds... they won't pay to learn,
they said.
My husband and I founded our independent financial brokerage Moola Financial over a decade ago and have been serving clients all across Canada.
Yes, we offer insurance products and investment options...
But we have access to a wider range of products and view each product as a single piece of the overall financial puzzle that is your life. Our approach is holistic, not product centered.
I've helped thousands of busy women overcome the overwhelm and develop sustainable financial habits for
MORE money, MORE confidence, and MORE energy for the things and people that matter MORE.
And guess what?
They were wrong.
Women DO want to pay to learn.
Travel & Sports
Is important to my family.
I'm a firm believer that life is meant to be lived to the fullest. I don't believe in the traditional 9-5, 40 hour work week. Instead, I've created a lifestyle that allows me to prioritize my family and the experiences we want to have together.
My kids have a busy schedule with 16 commitments per week for sports teams, and I want to be there for them every step of the way.
That's why, every year, we take weeks off work and school to travel and create lifelong memories. To me, it's important to experience life while my kids are young and we're all healthy enough to do it.
I'm not working just to retire. I'm working to live a life that's fulfilling and meaningful, and to share that joy with the people I love.
My clients are busy moms that are way too smart to feel dumb about money and make way too much money to feel like they are stuck on the paycheque-to-paycheque hamster wheel. My clients want to live life to the fullest, just like me.
I love my job.
I love setting my own schedule.
I love the freedom it gives my family.
I love the powerful impact my resources have for my clients.
I use my own programs to keep myself (and my family finances) on track because without them I would be a hot mess.
So I know that they work.
Best for last, BABE!
The budgeting program for budgeting BABES.
You're a woman on the go. You want to prioritize family time... not budgeting.
I get it! I'm a busy mom, too! Moms are good at SO many things,
but it's impossible to be an expert at everything.
Save yourself time, stress, energy, and money by investing in a step-by-step roadmap to financial success with the Budget for MORE program.
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Google Workbook
Set up your Budget for MORE system with the step-by-step workbook that you can use on your phone or desktop
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Video Learning
I know you're busy, so this program has a flexible schedule to fit the video learning in between all your daily tasks
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Desktop & Phone
Once you have the workbook set up on your desktop, you can access it on your phone when you're on the go!
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Group Support
Tap into the hive mind by talking about the program in the private facebook group with the other members!
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Ask Questions
Post your questions in the group or email me any time. I'll be monitoring your progress as you work through the program.
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and there's MORE!
The Budget for MORE program is the foundational training you need to gain MORE. Once you've got MORE, you can DO MORE. The momentum doesn't have to stop here.
Lindsay Plumb is an accredited financial counselor that serves families all across Canada through online coaching.
She's a mom of two active boys and a wife to her business partner at Moola Financial, located in Victoria, British Columbia.
© Copyrights by Lindsay Plumb, All Rights Reserved.