ROOT & RISE FINANCIAL COACHING
Your money should work for your life - not the other way around.
Meet JesI'm a licensed financial coach based in Victoria, BC with a broker license covering investing, insurance, retirement planning, and segregated funds. I've been where you are. I navigated a consumer proposal and came out the other side with a plan — and now I help others do the same. Money doesn't have to be scary. Let's figure it out together.
Who this is forFinancial wellness isn't just about spreadsheets. It's about building a life you actually want to live. I work with everyday Canadians who are tired of feeling behind with money — people who want a clear plan, real tools, and a shame-free space to figure it out. Whether you're navigating debt, trying to save your first $1,000, or just want to stop wondering where your money went — you're in the right place.
Meeting You Where You Are
Budget Coaching & Management
From custom budgets to full done-for-you money management — real plans built around your real life, with ongoing support to keep you on track.
Licensed Financial Broker
As a licensed broker in BC, I can help you with investing, insurance, retirement planning, and segregated funds — all in one conversation.
Digital Tools
Practical resources you can use right now — including the Root & Rise Meal Planner app, designed to help you plan smarter and spend less at the grocery store.