Budget Coach
Your Financial Prosperity Starts with the Right Vision
Transform your relationship with money
Why I Started
Coaching
I am a budgeting – cash flow management professional with 21-year experience with a major financial institution. I advise on both sides of the balance sheet and help to identify ways to save on expenses and put funds aside for the future.
It is my goal to educate clients on how to budget in a smart and disciplined way to alleviate the anxiety of cash flow management and be financially successful in the long run.
Make your life free of financial stress!
Biography
Jana Kiss-Cean finished her Bachelor of Arts, Major in Economics at York University in 1999. Afterwards, she went on to complete a series of courses and designations at the Canadian Securities Institute such as CSC, CPH, PFP, FMA and CIM between 2000 and 2013.
In 2005 she obtained her CFP – Certified Financial Planner designation.
From March 2001 until January 2022 she worked at a large financial institution in different positions and for the past 18 years in the role of a financial planner.
Jana worked in a prestigious area of Toronto and dealt with many high-value clients daily in an advisory capacity. She provided comprehensive advice on investments and credit while managing a sizable portfolio.
She was rewarded with numerous awards for her hard work, including a cruise.
Jana also took part in many different charity activities. One of her favourites was the Junior Achievement program teaching Economics to grade eight students. You might have guessed; her favourite fun part was budgeting with these young students.
After the pandemic, Jana decided to pursue her dream of helping clients to manage their cash flow efficiently to guide them to a successful future.
Budgeting Plans
There are three budgeting plans offered for step-by-step guidance to financial prosperity in the long run.
Introduction to Budgeting
Two-Three Session Plan
The introductory sessions
provide guidance, advice,
cash flow analysis and instructions
how to get a head start on managing
your cash flow on a regular
basis in a disciplined manner.
Budgeting Road Map
Four Months Plan
The follow-up session
on implemented strategies,
revision and tweaking
of the road map if necessary
to achieve the desired
long-term goal.
Yearly Budgeting Plan
One Year Plan
The annual review is
a reflection and analysis
of the budgeting progress
implemented
throughout the year.