Be Wealthy Financial Coaching
Meri-Li Forrest, CFP, CIM
CFP, CIM
Pricing
What they charge
- Planning for individuals & couples from $2,100 +GST/HST (3 monthly instalments)
- incorporated medical professionals & business owners from $3,000 +GST/HST
- Money Coaching $1,200 +GST/HST for 3 sessions. One-time engagements & annual retainer available
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee
Client minimum
Not stated
Coverage
Collingwood, ON · Virtual across Canada
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay Be Wealthy Financial Coaching
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Medical professionals, business owners; cash-flow coaching
What's included
Services
Advice-only financial planning (provides investment reviews/planning/education but does NOT sell or manage investment products or insurance); money coaching/cash flow
Work with Be Wealthy Financial Coaching
Advice-only and commission-free, CFP, CIM
Independently listed in our fee-only directory. Last checked June 2026.
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