Financial Wellness Starts Here

Your financial wellness recipe: financial planning, financial coaching, financial education, and financial therapy.
The amount of each ingredient is customized to your specific situation, and will change as needed, over time.

Planning

Coaching

Education

Financial Therapy

True Financial Wellness is not just about your assets.

It’s about how your money serves your life vision and values
It’s about clarity
It’s about peace and confidence
It’s about education
It’s about optimization for a life on your terms
It’s about preparedness
It’s about possibilities
It’s about balance
It’s about harmony around money in your relationships
It’s about being intentional with your spending
It’s about abundance and sharing
It’s about family
It’s about knowing that you’re on the right track.
For the life you want now. For the life you want later.

Is your planning on track?

Take This Quiz to Find Out

Process

Meet & Greet

Initial exploratory meeting, during which you can ask me questions to assess fit, and I do the same.

Proposal

If there is a fit, I will prepare a detailed written proposal for you.  If the terms are amenable to you, then you can sign, and we can get started.

Exploration & Discovery

Developing clarity of vision, and intensive money mindset and behaviour coaching begins.

This is also when you will send your detailed financial information to me. Don’t worry if you don’t know where everything is before we start. Getting financially organized is an important part of this phase.

The exploration  process takes time, and unfolds at a different pace for everyone.

Initial Written Plan

A meaningful, actionable, plan that flows directly from our work in
the previous step.

Implementation

A financial plan is only as good as its execution. I will be there as your accountability partner to ensure that you execute the plan.

Iteration, Education & Ongoing Support

Life changes, tax rules change, priorities and values change. Financial planning is a process that creates a pathway through the ever-shifting landscape of your life.

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

Keep in touch

Sign up for my weekly newsletter.

By filling out the form, you agree to let me contact you. My newsletter consists of a short blurb from me, along with four to six current articles that I personally curate from premium publications such as the Globe and Mail, Wall Street Journal, The Economist, etc., which I've licensed so you can read them for free without hitting a pay wall.

You can unsubscribe or change your frequency preferences at any time.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.