Holistic financial wellness that reaches further than your wallet.

We help overwhelmed people eliminate stress by teaching them how to manage their money so they can get out of debt, pay cash for what they want and save for their future.

Financial Coach - Bromley

Meet Joel and Kaitlin.

Joel and Kaitlin Bromley empower driven, motivated people to build a financial road map that takes them from where they are to where they want to be. Having started their marriage with the same wealth building strategy as most North Americans — leveraging debt to build a future — they quickly learned that this wasn’t sustainable, both mentally and financially. Through entering their adult lives at the same disadvantage as most — without being taught how to manage money — they understand the fear and unbelief people face about the possibility of changing their financial trajectories. Since experiencing the power of intentionality in their own lives they’ve been on a mission to break the paycheque to paycheque cycle, save marriages, change family trees, and equip people to experience financial freedom one financial wellness habit at a time.

When Joel and Kaitlin aren’t working they are spending time with friends, volunteering at church, and sharing quality time with their four awesome children; traveling, exploring the trails in their community, and watching their favourite movies. The great Bromley debate is which is better: Star Wars or Harry Potter?!

Why work with us.

The amazing people we work with have experienced renewed excitement about taking control of their finances, paying down debt, and planning for their futures. They are surprised that they don’t have to stop having fun, owning nice things, and dreaming big. They are able to do all these things and have peace of mind because they no longer feel controlled by their finances. We get a front-row seat to incredible life change and we couldn’t be more excited to walk alongside our clients as they experience this.

Testimonials

  • “Working with Joel and Kaitlin will put you on the right track in terms of budgeting and debt repayment. They are amazing teachers. Thank you Joel and Kaitlin!”

    Marswa

  • “It is obvious that Joel and Kaitlin are well read, and are knowledgeable on the subject of money. They have been able to smoothly connect both Christianity and implement a method of basic steps to inspire one to keep moving forward with their financial aspirations.”

    Frank & Melissa

  • “Working with Joel and Kaitlin made finances less scary to deal with.”

    Tee

  • “Having our own business we were a bit lost in how to pay ourselves. Joel and Kaitlin helped us get clarity by asking questions and listening. We are now able to efficiently manage our personal and business finances, and set goals that are achievable.“

    Nilla & Nate

  • I really appreciate Joel and Kaitlin educating and assisting me in this journey with genuine care and love. God bless you Joel and Kaitlin. I really appreciate y'all!

    Sam P.

A simple plan that makes it easy for you to get results.

  • Refocus.

    Design a personal wealth definition that declares what happiness means to you.

    The cornerstone to building wealth and achieving sustainable results is a strong, passionate Why.

  • Gain control.

    Understand your relationship with money, and identify roadblocks and opportunities.

    Build sustainable habits and behaviours by injecting customized tools, education, and accountability.

  • Set a plan.

    You'll have a step-by-step, easy-to-follow, long-term plan for success.

    Move forward knowing that the decisions you make are in alignment with what is important to you.

  • Accountability.


    Accountability is the glue that ties commitment to the result.

    Ongoing coaching provides a healthy push so you will maintain and increase your momentum.

 FAQs

  • All meetings are held over Zoom, allowing us to schedule meetings at a time that is convenient for you, from wherever you are.

    Not familiar with Zoom? Don’t worry! It’s easy to use and you don’t even need an account. We will email you simple instructions for getting logged on to our calls.

  • We focus on you! We do not sell insurance, investments, or other financial products.

    We focus on education, mindset, behaviour, and habits that will help you become intentional, equip you with proven success habits, as well as provide accountability so that you can follow through.

    One of our roles is to help you understand the importance of surrounding yourself with wise counsel that is both educated and experienced in specific areas and needs. This equips you to ask the right questions when seeking services/products that will accent and enhance your financial journey.

    If you decide to enrol in an accenting educational program, online course, or coaching program, there may be an additional charge for those services.

  • What happens in a coaching session, stays in a coaching session.

    We don’t collect any personal data (social insurance/security number, bank account info, etc.). We do not share your email or any other contact information with any outside agency, vendor, or partner without your approval.

    You need to feel safe in the coaching relationship and we do everything we can to make you feel comfortable.

  • The combination of getting to know you, learning how you work with money, uncovering obstacles, and knowing when to integrate customized tools at the right time is something that only a coach can provide. Because we do not sell financial products like investments or insurance; our clients find our unbiased guidance refreshing.

    Coaching provides deep-dive solutions that provide sustainable results and the accountability you need to make it happen. We cut through all the generic financial tips, suggestions, and advice to deliver the information that’s right for you.

  • Nope! Think of a personal trainer or a project manager. You wouldn’t wait to get fit or have your project’s details and permits lined up before you’d approach them for help to achieve your goals. Similarly, as financial coaches, we help you assess your current situation, where you want to go and why, and then help you build the way while providing you accountability and encouragement to get there.

    We help you get your finances in order and find efficiencies, if those are needed, but you’ll quickly see that coaching is so much more than that.

  • Debt does not define your relationship with money. If you have no consumer debt but aren’t achieving your financial goals, feel tense every time you look at your bank account, or regularly fight with your spouse about money, coaching can change those realities for you. Money really does filter into so many areas of our life that we aren’t even aware of.