Is your mindset holding you back from YOU reaching your potential?

RETHINK your financial health!

Amie U., also known as “aj” is a money coach extraordinaire. I seek to serve you by listening and learning about your why and what you value, where you’ve been and where you're looking to go.

We embark on a financial healing journey that leads to financial wholeness as you flourish and thrive in the following chapters of your lives.

We aim to inspire, encourage, and equip all with a roadmap that empowers you to finish well financially.

 
 
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Let’s talk: Know, Believe, Do

What is this know, believe, do model?

Glad you asked; our leading principle is Know, Believe, Do in order to experience real, lasting change. We need our head knowledge to become heart-understanding, which allows YOU to live out your money differently. TRUE financial healing.

Partnered with the live, give, owe, grow model. It is how we advise clients to live out a life of significance. Simple truth: live within your means, give back to their community, reduce debt, ensure efficient tax strategies are implemented and build their portfolio to grow their wealth.

The live, give, owe, grow principle comes from Mr. Ron Blue, a wise, dedicated, phenomenal leader in Financial Planning.

Having learned there is an intersection that everyone must cross to finish well. The best-kept secret shouldn’t be a secret at all! Life and money coaching go hand in hand; this is where financial healing happens. We are your money coach and insurance specialist. We protect what matters most, your loved ones, all while taking you and your finances to the next level.

Advice begins and ends with trust; at You Insure, you can trust that our advice is YOU-focused!

Level up, my friends!

 
 

Services Offered

 
 

Speaking Engagements | Workshops | Presentations

Financial health advocate who brings insight into how our finances affect our mental health and wellness. My workshops and presentations are always a hit; they address real-life situations with humour. I speak through storytelling, sharing my manual to educate, equip, inspire, and empower others to include financial health in their self-care routines.

They have been known to enhance overall health, repair relationships, increase work performance, decrease financial stress, and prepare the next generation as we are to hand the baton down.

 

COMING SOON: RETHINK YOUR FINANCIAL HEALTH SELF STUDY MODULES

"Rethink Your Financial Health" offers a transformative journey towards financial freedom and holistic wealth. Through our self-study modules, you'll break free from limiting beliefs, build a strong financial foundation, break free from your old money story, make mindful spending choices, and embrace overall well-being. Join us to take control of your financial destiny and unlock true abundance and fulfillment.

 

life insurance Specialist & living benefits

What areas of exposure do you have regarding the "what if's" in life? Life and living benefits help ensure your goals and dreams of finishing well in retirement stay on track by using a disability, critical illness, and life insurance. Our mission to share "our very own manual" from living and experiencing the other side of not planning will help you prepare.

 

FINANCIAL Advising

You have a lot going on in your life. We help by being a sounding board with strategic advice and a six-step financial plan that provides a unique perspective specific to you. Our approach is different; we help you understand your money language and empower you to take this journey with us where simplicity brings clarity.

 
 

HEALTH & dental INSURANCe, plus travel

With health care costs steadily rising, the impact of unexpected or even routine dental visits and prescription costs can be devastating to your budget if you don't have adequate coverage. Build a plan to suit your individual needs. It is key to remember when you leave your employer; you have a window of opportunity to ensure pre-existing conditions are covered under the right plan for you and your family.

 

investments aligned with your values

Knowing what you are invested in is KEY. We diversify a portfolio for you that aligns with your values—seeing the world from your lens to better understand what is important for you to support and not support. We help you to consider ESG investing (Environmental, Social, Governance), Responsible Investing and Ethical Investing to make an impact as the world rejoices.

 

 What our clients have to say…

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