Financial Alchemy and Mindset Training
Featuring
Financial Brilliance
Dream Builder® 12 week Program and
Power-Coaching with Mind-KineticS® (PCMK)
Dream Builder
Recalibrate Your Mindset, Focus Your Energy, and Transform Your Financial Reality
12-Week Program for Financial Empowerment
This 12-week program is designed for those who are ready to make a profound shift in how they see their financial world. Over three months, we'll recalibrate your mindset around money, dissolve limiting beliefs, and align your energy and focus to unlock your financial brilliance.
You’ll also have the opportunity to gain practical, hands-on strategies and tools to implement real change, giving you both the mindset shift and concrete skills necessary for long-term success.
• Break free from financial blocks and scarcity mindset
Shift how you think about money, open new pathways for
abundance
• Rewire your subconscious to support lasting prosperity
Harness the power of mindset and energy to create a
supportive financial foundation
• Align your energy and actions with your goals
Set clear, actionable steps that sync with your values,
creating momentum towards your financial goals
• Financial strategy and planning
Learn budget and financial system tips that work for
you
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Build confidence with practical tools and frameworks
Gain a concrete understanding of where you stand
financially, make empowered decisions, and build
sustainable habits
This program is ideal for those looking for a comprehensive, transformation in their financial life. Whether you’re dealing with debt, looking to build wealth, clarify your future or simply elevate your financial confidence, this journey will equip you with both the mindset shifts and the practical skills to step into your financial power.
Program Details:
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One-on-One or Group Sessions: Choose the setting that suits you best.
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Add Mentoring & Skill-Building: Optional add-ons for those seeking deeper expertise.
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Actionable Tools: Get access to templates, worksheets, and step-by-step guides to implement your learnings.
By the end of this program, you’ll have both the mindset shifts and the practical knowledge to take control of your financial life with clarity and confidence.
Attend our Workshop
July 25, 2025 12:00-12:30
Free
(limited spaces available)
PCMK
Transform Challenges into Opportunities with Focused, Guided Support
PCMK – Quick, Actionable Insights for Lasting Results
PCMK is ideal for those seeking quick, impactful results and actionable insights, with a focus on creating shifts or making a decision. These sessions help you get 'unstuck'.
PCMK is designed for individuals facing specific financial decisions, challenges, obstacles, or goals who need immediate, actionable insights and results. Whether you need clarity on your next steps, or you're facing an issue that requires attention, this program is focused on creating immediate, impactful shifts and clarity to move forward with confidence.
In this program, we use quantum physics, mind-kinetics, and scientifically proven, award-winning methodologies, exercises, and visualization techniques to help you tap into your subconscious and unlock your inner genius. This work leads to measurable shifts at a cellular level, ensuring lasting transformation.
You will work through financial roadblocks, release emotional triggers, and reframe limiting beliefs, gaining practical tools and expert guidance to navigate each step of the way.
Our work together produces measurable results, with immediate shifts noticed during and after the first session.
You can choose a single meeting to tackle a specific challenge, or opt for the five-session package, which includes a workbook to help you dive deeper, practice, understand the process, and develop the ability to coach yourself moving forward.
Program Options:
Grounded & Clear
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A 90-minute Zoom for when clarity needs more than a spreadsheet.
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This session is designed for those moments when the numbers are only part of the story — when a financial decision feels stuck, uncertain, or emotionally charged. Using a structured approach that draws from quantum physics, mind kinetics, and deep listening, we’ll uncover the patterns beneath the surface and bring forward the clarity that’s been just out of reach.
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You’ll leave with grounded insight, practical next steps, and a renewed sense of alignment — both with your choices and yourself.
The Clarity Series
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A 5-session progression to deepen insight, shift patterns, and move forward with confidence.
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The Clarity Series is designed for those who are ready to do more than just solve a problem — it’s for those who want to change the way they move through financial decisions entirely.
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Over five sessions, we work together to uncover and repattern the thoughts, beliefs, and behaviors that shape your relationship with money. Using tools rooted in quantum thinking, mind kinetics, and financial strategy, this process creates space for grounded awareness, clear direction, and lasting change.
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If Grounded & Clear opened a door, The Clarity Series supports you in walking through it — with insight, steadiness, and a growing sense of alignment in every step forward.
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A deeper dive into your financial mindset, where you’ll learn how to shift your energy, release limiting beliefs, and build a plan for lasting transformation. This package includes:
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Workbooks and Tools: Practical tools to help you understand your mindset and make changes that will serve your goals.
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Bi-Lateral Thinking: Learn to approach challenges from multiple perspectives, moving beyond binary thinking and into a more expansive, creative mindset.
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Self-Coaching Skills: Develop the ability to coach yourself through financial and personal obstacles, ensuring you continue to progress long after the sessions are complete.
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As part of the package journey, we’ll "unpeel the onion" to understand the layers of your financial mindset. By becoming more aware of your mental patterns, we’ll rewire limiting beliefs and empower your to take action with clarity and confidence.
When navigating a life change—whether divorce, retirement, or discovering your next path—there’s an option to pair coaching with financial modeling, analysis, and option generation. This combination brings both inner clarity and practical strategy, helping you make confident, aligned decisions as you move forward.
Divorce and Separation Services
Creativity is not the first thing that often comes to mind when thinking about numbers, but you might be surprised.
Having expert financial support on your team as a source of information and option development can help ensure a successful settlement including informed decision-making and creative problem solving.
$ Avoid making costly financial mistakes, especially the ones you don't know exist and may never find out about.
$ The first year after a divorce is probably the toughest in terms of filing taxes and division of assets, we can assist in preparing tax elections and filings.
$ Look at creative ways to ensure taxes are minimized overall.
$ Ensure consideration is given to future business and personal cash flow
requirements.
$ Look at strategic tax-effective ways to divide assets.
$ Proven track record as an experienced, credible neutral for facilitating and negotiating settlements.
$ Reduce accounting fees by dealing with one neutral party.
$ Facilitate negotiations to support team cooperation.
$ Financial coaching
$ Clarification around business structures and transactions
$ Income determination for support purposes
$ Targeted intervention if the situation has become too complex or the process is stalled/stuck.
$ Calculate projections to see the impacts of potential settlement options and what-if scenarios
$ Deal with setbacks head on and find ways to strategize efficient
decision making
We can be brought in at any point whether you are part of a litigious, cooperative or collaborative process and work with any current professionals already on board.
In determining the action plan, we try to have you involved as much as possible to keep costs down, ensure involvement and understanding, and coach you through areas where guidance may be needed.
Don't waste time and money spinning in circles and duplicating work.
We can provide guidance and clarity to help:
You want to make the "right" choices, but just need a little, or maybe even a lot of support to get through and understand the options. It can make the world of difference having guidance through the financial fog to help achieve financial empowerment to make informed decisions.
We can provide guidance and clarity to help:
- Reduce fears
- Raise your financial IQ
- Clarify the unknowns
- Identify future budget or cash flow issues
- Document tracing
- Overcome financial roadblocks
- Provide a realistic overview
In our Initial Meeting:
We will help to strategize and prepare a roadmap to settlement based on your specific circumstances and determine action items to get us through the process as efficiently and effectively as possible.
Accepting Help Can Sometimes Be Difficult.
You want to be on top of your financial game, but just need a little, or maybe even a lot of help to do it. It can make the world of difference having someone guide you through the financial fog and help empower you to make informed decisions.
We can help provide clarity around:
- Relationship Financial Roadmap
- Overcoming Financial Roadblocks
- Raising your Financial IQ
- Getting on top of your tax filings and
record keeping processes
- Disability Planning Opportunities
- Streamlining and planning for aging as
well as other life transitions.
- Bringing money into Canada or getting on
track with US tax filings.
We can outline an overall approach, help prioritize your needs and assist as much or as little as you require. Get impartial advice and the assistance you need from a source you can trust.
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At Sterling Financial We can Help
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For small business clients, we offer start-up guidance, yearly financial statement preparation, tax compliance, remuneration and tax minimization strategies.
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Assist individuals with tax preparation to maximize deductions as well as dealing with CRA reassessments and prior year adjustments. Discussion and resolution of tax issues including multiple property planning, audits, and US filing requirements.
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Directive Financial coaching and mentoring to help overcome the biggest fears around money with education and resources to support specific objectives. Future step-by-step online courses to come.
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Accounting and bookkeeping coaching assistance to our clients with a focus on education and involvement. We also offer in-house services as well as efficient, virtual opportunities to streamline processes.
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Providing financial expertise and facilitation surrounding divorce and separation including summarizing information, tax impacts and outlining potential consequences.
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Offering Executors and Trustees in Canada, Final Tax Return, Estate and real estate filing services, with experience in both resident and non-resident Clearance Certificates
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