Well Bean Coaching

Well Bean Coaching Coaching Confidence for Financial Independence
Book a Free Consult any time by using the "Sign Up" button above or visit my website.

06/03/2026

Answer honestly,
What are the implications if you continue the way you’re headed right now?
What do you risk by not changing?
Is that scary enough for you to be brave and make changes now?

My private coaching program is about teaching you skills and habits, building your confidence, creating a plan, and changing your money story.

We do a complete overhaul of your finances, from mindset and money stories, through net worth, cash flow planning, and retirement preparation.

Beyond the numbers, I want you to feel at peace. You can’t put a price on a good night’s sleep. Talking with your partner now may save a lot of heartache later.

I’m the one you should work with before you need complicated retirement drawdown solutions. I will ensure you move into that phase with clarity on your goals for life (and your money!)

Book a free consult. And please show up for it. 😉

Jolie Viguers
CPA and Financial Coach.

Happy Pride! 🏳️‍🌈🏳️‍⚧️I’ve worked with multiple clients who identify as 2SLGBTQI+ I’m proud to be a safe person to disc...
06/02/2026

Happy Pride! 🏳️‍🌈🏳️‍⚧️
I’ve worked with multiple clients who identify as 2SLGBTQI+ I’m proud to be a safe person to discuss money and intersectionality with people that have less typical money stories and journeys. Family relationships, fertility and surrogacy, transitioning costs, plus safety and legal protections with partners. Of course it can be very complicated with both the math and the mindsets. ❤️ I’m here to help.

I’m also proud that Canadian Ladies Money Club is also a welcoming and safe place for not just “ladies” but everyone looking to build community, opening conversations about money.

June is Pride month. I’m happy to be an ally. 🌈

Jolie Viguers
🏳️‍🌈 🌈

05/28/2026

This is the one I see OFTEN and I hate it!

Moms, don’t take the “kid expenses” while dad pays the mortgage. Not only is that possibly the cheaper way out for him, (especially if you never review!) but also the lowest bandwidth required (seriously, update the amount every five years!?)

I want you to have a FAIR split.
I want you to have transparency.
I want you to approach this as a TEAM.

If you need support with the tricky conversations, reach out. I help clients with this allllll the time!

Jolie Viguers
CPA and Financial Coach

Some would say this is a terrible 😬 stat for my business and I probably shouldn’t mention it.In only the last two years,...
05/22/2026

Some would say this is a terrible 😬 stat for my business and I probably shouldn’t mention it.

In only the last two years, I have had exactly 💥283💥 Free Consults with people that have NOT become clients!

What an appalling “conversion” rate! 😳

Well, I mean I did have a bunch that DID become clients too…
But usually a free consult is about an hour of me giving answers and resources and hope and a sounding board. And what a WASTE of 283 hours of MY LIFE!

✨EXCEPT I don’t see it that way at all!✨

I got to be in touch with real people and real financial issues. I get to give back to the community because I’ve already “done it” myself! Financial independence allows me to do SO MUCH for free!

I don’t care if it’s undercutting (many do charge for these!) I don’t care that I could pad my bank account more. I don’t care about the hustle culture!

🥴The only icky thing is that people may confuse me with an MLM saying they’re free, hiding the big commissions on sales and recruitment tactics. 🥴

I do care that people have someone they can trust. Who won’t sell them products and insurance and investments to get a commission cheque. I am making the financial literacy education more ACCESSIBLE.

So.
When I post in Canadian Ladies Money Club, or in my DMs, “Please book a free consult” it’s because it’s so much easier to talk it through! You are not wasting my time! I LOVE to do it!

⭐️283! ⭐️
I can help change your mindset and relationship to money.
I can clarify your questions and give allll kinds of resources to continue your learning.
I can give book suggestions.
I can direct you to other professionals that may be a better fit.

This is what I DO!
I get to talk to people about their money stress.
I am HERE to HELP!
I’ve done it nearly three HUNDRED times in the last two years! With zero expectation of you hiring me as your coach.

If you have money questions that are more complicated than you can type out in Money Club,
Let’s talk.

Coach Jolie
CPA & Financial Coach

🤷‍♀️ Did you know you can check 👀 if your accountant is ACTUALLY a designated accountant?In Alberta, makes it very eas...
05/20/2026

🤷‍♀️ Did you know you can check 👀 if your accountant is ACTUALLY a designated accountant?
In Alberta, makes it very easy! You can search up a name to see if they’re listed and if they’re in good standing! This is my lookup from today.

I earned my Certified Management Accountant designation WAY back in 2003! 🎓 It was amalgamated into Chartered Professional Accountant membership in 2015! 🏆 That’s why mine is listed as “CPA, CMA,” to include my legacy designation. This is THE sign of a professional accountant.

For two DECADES I have been continuing my education, including mandatory specialized ethics training. I need to keep my skills up and stay relevant, I pay annual dues (over $1000/yr), I am part of the community and I’ve been profiled in a CPA magazine about debt.

I’m am PROUD that I earned this, and it is part of the reason my clients trust me with their finances. ✨ Some even seek me out because I am a “CPA and Financial Coach.” Of course I’ve received other certifications and specializations since I started my business, but my CPA? That’s a big one. 💥

The reason I bring this up is because those letters need to mean something. Per recent news, apparently the Alberta government may have hired someone claiming this designation WITHOUT actually having it. 😡 It’s literally very easy to check. Employers should! And if you’re a client of a CPA firm, you can, too.

What are your thoughts? Is your accountant a CPA? Did you realize all this is involved? Did you hear this in the news yet? Will anything come of it?

Jolie Viguers
CPA and Financial Coach

ɪ ᴡᴀɴᴛ ᴛᴏ ᴍᴏᴠᴇ ᴍʏ ɪɴᴠᴇꜱᴛᴍᴇɴᴛꜱ ꜰʀᴏᴍ ᴛʜᴇ ʙᴀɴᴋ, ʙᴜᴛ ᴡʜᴇʀᴇ ᴅᴏ ɪ ꜱᴛᴀʀᴛ?⬆️ The most common question I receive during my free c...
05/16/2026

ɪ ᴡᴀɴᴛ ᴛᴏ ᴍᴏᴠᴇ ᴍʏ ɪɴᴠᴇꜱᴛᴍᴇɴᴛꜱ ꜰʀᴏᴍ ᴛʜᴇ ʙᴀɴᴋ, ʙᴜᴛ ᴡʜᴇʀᴇ ᴅᴏ ɪ ꜱᴛᴀʀᴛ?

⬆️ The most common question I receive during my free consults, or in my Facebook group 𝘊𝘢𝘯𝘢𝘥𝘪𝘢𝘯 𝘓𝘢𝘥𝘪𝘦𝘴 𝘔𝘰𝘯𝘦𝘺 𝘊𝘭𝘶𝘣!

HERE are the 7 Questions you need to answer when taking more control over your investments.
🔥 Be a confident investor by answering these 7 confidently!

1. What is the intention of the money? You will invest it differently depending on what you plan to USE the money for in the future.
2. What is your risk tolerance and timeline? These are the two basics every investor should know, regardless of where you invest.
3. What is your investor profile and desired asset allocation? Should your retirement funds have an equity, growth, or balanced allocation? Understand the difference between equity and fixed income.
4. What platform is the best fit for this money for you? Decide what balance of service versus fees is your sweet spot for value.
5. What brand of that platform works best for you? Evaluate all, not just the popular ones.
6. Do you understand the tax implications of all of the account types? You need to, so you can choose whether to invest in your RRSP or TFSA or FHSA. Think lifetime taxes, not just refund in April!
7. Lastly, now you can choose the funds! Align it with the intention, asset allocation, and the right platform and account.

These questions progress from the most broad to the most detailed. Start with the big picture and narrow down to choosing investments.

⚠️Don’t do it backwards! And for goodness sake, do not just say “I want to move to Wealthsimple because of the promo” and not recognize that Wealthsimple is a brand with both roboadvisor and discount brokerage!

Clarity in these answers should provide you confidence in your investing strategy. 💃 This should not change frequently.

You will learn a lot by researching the answers to these 7 questions! If you’re overwhelmed, I teach ALL of this LIVE in my group coaching “𝗪𝗲𝗮𝗹𝘁𝗵 𝗕𝘂𝗶𝗹𝗱𝗲𝗿 𝗞𝗶𝗰𝗸𝘀𝘁𝗮𝗿𝘁𝗲𝗿.” ✨The wait list for Cohort 16 open now!✨

Please ask questions in the comments!

Jolie Viguers
CPA and Financial Coach

Do you question the results? Skepticism is healthy, especially when it comes to grifters in the finfluence and get-rich-...
05/11/2026

Do you question the results? Skepticism is healthy, especially when it comes to grifters in the finfluence and get-rich-quick space.

I mean, these results are not typical for all of my clients because… finance is personal. I work with a lot of high earning families. (In fact, most earn more than us!) They are not necessarily struggling and in debt (though many are there too!) but feeling misaligned with what they want out of life.

Read that Google review. It’s not the MATH. It’s mindset and life planning, then getting money organized to make that happen.

Growing investments from $300K to $900K recently? 😳Absolutely possible with big monthly contributions and the stock market returns recently!

And what a ✨JOY✨ for me to have a front row seat to these transformations! AND to see the follow ups years later, when their trajectories have launched 🚀 them to new levels of financial independence! 🔥

If you want a taste of what it’s like to work with a financial coach to help get you in alignment and organized with your goals for your LIFE and money?
➡️ Book a free consult. I love to educate and inspire.

Today I’ll be enjoying time in the ☀️mountains, as we live OUR adventures.
📸 Mother’s Day flowers from the kids.

Jolie
CPA and Financial Coach
❤️

This is so fascinating! 🤩Yay for being FOUND!When people book a free consult with me, I ask how they came to find me. Mo...
05/08/2026

This is so fascinating! 🤩
Yay for being FOUND!

When people book a free consult with me, I ask how they came to find me. Most often recently, it is from my private, FREE, Facebook group “Canadian Ladies Money Club.” 💃

And sometimes I get answers like this! 💥 She used AI as a tool to find a professional that would work with her needs. 🙌
I’m a woman 🎀 and I work mostly with women (and their partners!)
I’m trauma informed, I’m actually certified! 💚
I’m a CPA (designated accountant for decades!) and the work I do is a lot of coaching! I’m also part of the (hoping they will certify Canadians soon!)
We just might be a good fit!

I chatted with this lady recently and we had a great conversation! I expect I will work with her soon, to get her confident with her next steps financially. 💃

If you have questions about your money and you want an unbiased ear to fI’ve you answers and resources and on your way, you know where to find the link to book the Free Consult for yourself!
And be prepared to answer where you found me. 😉

📸 from my backyard this week as the ladies are waking up for the season!

Jolie Viguers
CPA and Money Coach


Address

Calgary, AB

Telephone

4039932958

Website

https://wellbeancoaching.hbportal.co/public/6615c063ed2ee200258e46e1

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