Live with Purpose.

Find Peace.

Prosper.

Financial wellness for the purpose driven professional.

Dear visitor, if you’re looking for Pax Planning, you’re in the right place. Pax Planning has rebranded as Alaphia Financial Wellness to reflect my healing centred approach to money. Same company. Same values. Same service.

By seamlessly integrating financial therapy, coaching, and education into the planning process, Alaphia offers a new approach that empowers you to live your life to the fullest, on your own terms, with confidence.

Financial Coaching
& Financial Therapy

Financial Planning

Financial Education

What is Financial Therapy?

Financial therapy is a process informed by both therapeutic and financial competencies that helps people think, feel, communicate, and behave differently with money to improve overall well-being through evidence-based practices and interventions.

- Source: Financial Therapy Association

This service is for you if:

You are a mid to late career professional, who is doing some of the basics, but you haven’t optimized for your situation.

You have a lot of fears and anxieties around money.

You know that you should be further ahead financially than you currently are, given your income.

You want a safe space to explore how your core beliefs around money have shown up your life.

You and your spouse have different perspectives and approaches to money, and you need help to get on the same page.

You are experiencing a life-changing increase in income or wealth, and you need objective guidance & support to navigate it.

You can read more about how this works in practice in the case studies here.

What is your money personality?

Take This Quiz to Find Out

Hi! I’m Natasha

I believe that every person’s financial wellness journey is unique. Wherever you happen to be in your journey is where I will meet you.

Together we will explore how your thoughts and experiences have shaped your behaviours around money.  With that insight, we will  create your personal financial path that will support your full life vision, now and in the future.

Let’s get to know each other!

Book Now

I was working on my expenses and looking at where the money will be going for this and that yesterday and just thought how grateful I am that you are guiding me. Thank-you!!

I am sure it would be a mess of overspending, chaos and ultimately an unhappy affair otherwise! With your help I am knowing where my money is going, thinking through expenditures and feeling like I am in charge of it rather than a run-a-way train!

D.T Vancouver

She is an aces financial planner and whipped us into shape for all aspects of finance for us, the girls and for retirement. We were shoving our money under a mattress before. If you are looking for truly great, compassionate, brilliant and comprehensive help check out her website!

L&S – Edmonton, AB

I am grateful for Natasha’s no-nonsense, kind approach, her flexibility about our complicated situation and her deep commitment to helping us figure out a future path.

Vicki P.

Over the years, I have worked with many financial professionals from various institutions. Natasha has become my "go to" introduction for anybody looking for independent, fee only financial planning advice. We share a number of mutual clients and the feedback we have received from each of them has been overwhelmingly positive. The care, attention to detail, accurate advice and professionalism Natasha offers is next to none!

Nigel A.

Pax Planning has put us on the path to financial freedom. Although we made a good living, we never seemed to have enough money, and could not understand how others were able to do the things we only dreamed of. Natasha’s financial therapy and planning showed us it was possible to save money and live the life we wanted without putting our retirement in jeopardy. Since working with Pax Planning, we have gone from over spending to saving substantial amounts of money every month.

P & S from Vancouver

My partner and I engaged Natasha  to help us get our finances on track. We were attracted by her approach which is a combination of practical, specific financial planning with something akin to financial couples counselling. We were doing the basics but far from confident that our retirement investment strategy was as effective as it could be. After several months of meeting with Natasha, we are MUCH happier with our finances. We have stopped worrying and we are working with a weekly, monthly and long-term plan that suits us.

David G

Case Studies

The following cases are composites of real people, and real results.

Maren and Hervé

Maren and Hervé are both tenured university professors in their mid 40s.  They reached out after a crisis in their extended family showed them the consequences of not having their finances in order. They didn’t want that to happen to them...

READ MORE

Colin and Erik

Colin and Erik reached out when Colin’s stock options suddenly shot up in value and were suddenly worth a life-changing amount of money. With this windfall, new possibilities opened up, and also new tensions...

READ MORE

Alicia

Alicia  is an intellectual property lawyer in her late 30s.  Over the last five years, her career has taken off, and so has her income. Unfortunately, her expenses have grown even faster...

READ MORE

Financial Friday Happy Hour

Every Friday at 8:00 EST/5:00 PST, I will host an open house on Zoom.
This is a casual, low-key money talks event. It might just be the two us, or there might be other people on the call. Every week will be different.

You may use this hour to:

Pick my brain (General/high level questions only)

Discuss research and professional collaborations.

Learn about financial therapy and the Financial Therapy Association.

Simply say hello! I’d love to connect/re-connect with you!

Register Now

Media

The Globe and Mail

Spouses with different risk tolerances getting on the same page

Article written by Natasha Knox

Forbes

Get Unstuck In Your Personal Finances

Article written by Natasha Knox

More

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