Financial Alchemy and Mindset Training
Featuring
Financial Brilliance
Financial Alchemy 12 week Program and
Power-Coaching with Mind-KineticS® (PCMK)
Financial Alchemy
Recalibrate Your Mindset, Focus Your Energy, and Transform Your Financial Reality
12-Week Program for Financial Empowerment
A guided process to bring clarity, alignment, and steadiness to your financial life.
This 12-week journey is for those who feel ready to change not just what they do with money, but how they relate to it.
Rather than starting with numbers or tactics, we begin by shifting the internal patterns that quietly shape financial decisions, stress, and momentum. From there, practical financial work is integrated intentionally, in the right order, and at the right pace.
This is not about pushing harder or fixing yourself.
It is about creating a financial life that feels supportive, grounded, and aligned.
Over 12 weeks, we focus on:
• Releasing old financial patterns that create pressure, avoidance, or stagnation and creating new ones
• Developing clarity around what your money, work, and time are meant to support
• Strengthening discernment and calm decision-making
• Integrating practical financial tools only once direction is clear
• Creating sustainable movement forward, without urgency or overwhelm
This process is especially suited for those who value clarity, thoughtful decision-making, and depth, and who want their financial life to feel lighter, steadier, and more intentional.
For many, this becomes less about finances alone, and more about reclaiming confidence, agency, and trust in their own decisions.
Contact us to get Started or Attend our next Vision Workshop
FREE
(limited spaces available)
Power Coaching
Transform Challenges into Opportunities with Focused, Guided Support
Quick, Actionable Insights for Lasting Results
This private client financial clarity work is designed for individuals who feel financially stuck, uncertain, or at a decision point, and want clarity that moves things forward.
This work is ideal when a financial question feels charged, complex, or resistant to logic alone, and you need insight, alignment, and grounded next steps.
Using mind-kinetics, quantum-informed frameworks, and structured financial thinking, we work beneath the surface to shift the patterns driving hesitation, stress, or overthinking, so decisions become clearer and more grounded.
Many people notice meaningful shifts during or shortly after the first conversation. This is not a planning or numbers-based conversation, it is about orientation, clarity, and conscious direction with insights and actionable steps as the outcome.
How This Work Helps
• Get unstuck when a financial decision feels heavy or unclear
• Identify and release emotional or subconscious blocks influencing choices
• Shift long-standing patterns around money, confidence, or avoidance
• Clarify next steps without pressure or overwhelm
• Move forward with steadiness rather than urgency
Program Options
Grounded & Clear
A 90-minute private Zoom conversation
For moments when numbers alone are not enough.
This conversation is designed for specific financial decisions or challenges that feel emotionally charged or difficult to resolve. Together, we uncover what is really driving the impasse and bring clarity, alignment, and direction forward.
You will leave with grounded insight, practical next steps, and a clearer internal sense of “yes” or “not yet.”
The Clarity Series
A 5-conversation progression for deeper pattern shift
The Clarity Series is for those who want to change how they relate to financial decisions, not just solve a single problem.
Over five conversations, we explore and repattern the beliefs, habits, and internal responses that shape your financial world. This work builds discernment, confidence, and the ability to self-navigate future decisions with greater ease.
The series includes:
• Guided exercises and reflection tools
• Frameworks to support bilateral and expansive thinking
• Development of self-coaching skills for ongoing clarity
If Grounded & Clear opens the door, The Clarity Series supports you in walking through it with steadiness and intention.
When navigating major life transitions such as divorce, retirement, or redefining your next chapter, this work can be paired with financial analysis, modeling, and option generation.
This allows both internal clarity and practical strategy to inform your decisions, without rushing either.
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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