Stop reacting to your finances and start designing your life.Â
Financial Yoga offers the intentional disruption of the status quo, integrating technical rigor with balance, flexibility, and emotional wisdom.
A new methodology, designed for you.
After 20 years of working with clients to guide their financial planning, I've developed a framework that brings together the analytical precision of wealth management with the human wisdom of understanding what truly matters in life.
We go beyond the alpha and beta of finance, and build on the gamma – integrating your life with your portfolio to foster your holistic financial wellness.
This is financial planning as it should be: complete, integrated, and personal.
Foundational Resources
When you sign up, you get immediate access to free resources that address your most urgent financial needs and connect you with personalized support.
Available Today
Financial Planning
A clear plan brings your goals and values into focus, helping you make confident decisions for your future.
Find out if you’re a fit to work with a Certified Financial Planner trained in the Jennings Method.
Available Today
Financial Wellness
True financial wellbeing means more than numbers; it’s about feeling calm, clear, and in control.
Book a 1:1 session with Ryan to align your money habits with your wellbeing.Â
Available Today
Estate PlanningÂ
Your legal will is the most foundational step to protecting your wishes and your loved ones.Â
What you get: Fast, affordable, and lawyer-approved online will creation tools, with guidance on the estate planning documents you need.
Available Today
Risk Management
Life is unpredictable, but life insurance provides structural integrity for your financial wellness.Â
What you get: Guidance to understand what coverage you need and access online life insurance solutions.Â
Coming Soon
Investments
Investing is about building your future, not just chasing returns.
Get straightforward, guided steps to set up or optimize your portfolio.
Coming Soon
Tax Planning
Smart tax strategies help you keep more of what you earn and reduce stress at tax time.
Get practical tools and advice to optimize your tax situation.
Coming Soon
Cash Management
Build confidence in managing your cash flow.
Learn strategies for intelligent cash and debt management.
Coming Soon
Retirement Planning
Preparing for retirement means creating freedom and security for your next chapter.
Get guidance to design a retirement plan that fits your goals and lifestyle, without sacrificing the life you’re living today.
Coming Soon: More Tools for Growth
Your membership evolves with you as you craft your intelligent life design. Here's what we're working on to support your complete financial journey – register to be the first to know when they become available.
Coming Soon
Self-Education Toolkit
Practical worksheets and interactive tools to help you organize your finances, clarify your goals, and track your progress.
Includes:Â Financial inventory templates, goal-setting frameworks, net worth calculators, and more.
Coming Soon
MasterclassÂ
An in-depth video course teaching you the complete Jennings Method framework for holistic financial planning. Learn to build and implement your own comprehensive plan.
Investment:Â $250 for lifetime access to the full curriculum, workbooks, and implementation guides.
Coming Soon
Exclusive Workshops
In-person workshops in Calgary and Vancouver, and live virtual workshops to suit your schedule.Â
Financial Yoga community members will get priority access to exclusive live learning events.Â
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Is Financial Yoga for you?
You're drowning in disconnected advice.Â
Your insurance agent talks about coverage. Your investment advisor focuses on returns. Your accountant worries about taxes. But no one's looking at the whole picture or asking what really matters to you.
You know you need a plan, but don't know where to start.
Traditional financial planning feels either too expensive, too complicated, or completely disconnected from what you actually care about in life. You want expertise without the pretense, guidance without the jargon.
You know the numbers don't tell the whole story.
Your financial life isn't just about maximizing returns or minimizing taxes. It's about creating the life you want, protecting what matters, and making decisions that align with your deepest values.
Sound familiar?Â
Financial Yoga is made for you - especially if you've felt that something has been missing, or there have been barriers to building your financial wellness.Â
Access free resourcesFinancial Yoga is a holistic approach to financial planning that integrates the technical rigor of wealth management with the emotional wisdom of your values and life goals.
Technical rigor:
- Data-driven analysis and projections
- Tax optimization strategies
- Risk assessment and insurance planning
- Investment portfolio construction
- Estate and legacy planning
Life design:Â
- Values clarification and alignment
- Life goals and purpose exploration
- Family dynamics and relationships
- Behavioural patterns and money mindset
- Emotional resilience and peace of mind
Critical Foundations
Address critical gaps in your financial foundation. Get the protection and legal structures you need, so you can move forward with confidence.
Wills, estate planning, life insurance, disability coverage
Self-Directed Learning
Learn to organize your financial life with practical tools and worksheets. Understand where you stand and what you're working toward.
Financial inventory, goal-setting frameworks, budgeting tools
Deep Learning
Master the complete Jennings Method through an in-depth masterclass. Build your own holistic financial plan with confidence and clarity.
Video masterclass, workbooks, implementation guides
Personalized Support
When you need expert guidance, connect with vetted financial professionals or work directly with Ryan for personalized coaching.
CFP matching, 1:1 coaching, ongoing advisory relationships
Begin Your Financial Yoga Journey Today
Whether you're just starting out or looking to optimize years of planning, Financial Yoga meets you where you are and guides you forward.
