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Client Details Posted on November 19, 2024
What is your gender?
Female
What do you want to achieve in the next year by hiring a coach?
Organize and learn how to manage my finances, after taking control of my shares transferred from a family business.
Tell us about yourself.
I'm a psychologist, but am now going to be managing my portion of my family business that will be transferred to me. I don't have much experience with reading financial statements and deciding what is a good investment. I want to learn more about this. I don't need help with my counselling business.
What city/town do you live in?
Calgary, AB, Canada