Episodes
⬇️ Link to resources ⬇️ Last episode was all about why this system works and a little bit of how Sherry and Val use it in their business. In this episode, Sherry walks you through using the shared resources for your unique personal and business numbers. As you work through things, remember to be patient with yourself. The first 3-4 months are the most challenging and often require some tweaks to make it work because you still have to pay your bills. FREE RESOURCES Watch on...
Published 06/13/24
Imagine being able to pay yourself consistently despite a variable income, have clarity on your business costs, be ready for tax time with money saved and be able to clearly see when you can give yourself a raise! FREE RESOURCES
Published 06/06/24
Our brains are amazingly unique, and the strategies that help us get shit done often have to be creative and constantly changing. Today, we talk about what's working for us now and to help you find systems and tools that help you. Connect with us: Val’s Instagram Sherry’s Instagram Podcast TikTok Learn more about coaching Book a free call with Val (financial planner 🇨🇦)  Book a free call with Sherry (financial coach) Sherry’s TikTok
Published 05/30/24
In this episode, we discuss how to adjust your days and expectations depending on your energy level and how to be kind to yourself when you can only do the essentials. We talk about how we adjust our schedules and days so that we can lean into our energy levels and not beat ourselves up for having low-energy days! ♥️
Published 05/23/24
Is it ADHD? Are we ADHD enough??!! In this episode we run down part 2 of a list of ADHD symptoms from the book 'The ADHD Toolkit for Women' and check in with ourselves to see if each symptom is something we see in ourselves. These questions focus more on hyperactivity symptoms. For women with ADHD our symptoms tend to look a little different. Come join us and see if you resonate with the symptoms and with some of our personal insights.
Published 05/16/24
Is it ADHD? Are we ADHD enough??!! In this episode, we run down part 1 of a list of ADHD symptoms from the book 'The ADHD Toolkit for Women' and check in with ourselves to see if each symptom is something we see in ourselves. Join us and see if you resonate with the symptoms and with some of our personal insights.
Published 05/09/24
Join us as we discuss different ways to overcome some of the fears and reservations about delegating things in your life and regain more time and mental space. We also discuss the benefits not only for yourself but for your family as a whole. We touch on what we see as financial professionals with our clients, and *shocker* we end up on a few side quests, including a look into both of our donation boxes and processes (or lack of processes)! Connect with us: Val Sherry
Published 05/02/24
This week, we talk all about impulse spending, strategies to reduce it, create boundaries around it, and shift your focus away from that thing you are ready to add to cart right now! 1. Examples of impulse spending that we, as financial professionals, have each been hit with! 2. How to create a pause when you get hit with the urge to spend. 3. Tips on reducing the temptation to keep more money in your bank account. 4. How to create limits for different spending categories that help...
Published 04/25/24
We're all just works in progress. In this episode we share about some of the things we struggle with and what actions or systems we are working on to help us. 1. Sleep 2. Time management, efficiency3. Idea overwhelm4. Task avoidance/procrastination Connect with us on social media! Val (Financial Planner) Sherry (Financial Coach)
Published 04/18/24
In this episode we talk about different ADHD Taxes and how you can avoid or reduce them, including: - impulse spending - NSF Charges and extra fees - small leaks draining your bank account and more
Published 04/11/24
In this episode we talk about: - how to get started with budgeting so it doesn't feel overwhelming - creating systems for managing a variable income - things we do to manage our money and more. 🤑 If you are ready to start putting your numbers together, you can grab Sherry's free budget template: https://landing.mailerlite.com/webforms/landing/g9v9u3
Published 04/04/24
Getting your taxes filed can seem daunting - especially for us ADHDers because we can feel overwhelmed and worry about missing details. Today, Sherry, a financial coach and tax preparer, discusses the things you need to know about taxes! You can book an appointment to chat with her to get support with filing your Canadian taxes. She has two different options: 1 - Done for you taxes where she does everything for you, including supporting you with knowing what documents she will need. 2...
Published 03/26/24
Getting your taxes filed can seem daunting - especially for us ADHDers because we can feel overwhelmed and worry about missing details. Need tax help? Sherry can file your taxes for you or coach you on how to file them yourself. Reach out today if you are a Canadian looking for tax help! [email protected]
Published 03/26/24
With all the social media highlight reels, let's pause and reflect on what truly matters in our lives! Aligned lives are what we are always working towards! 
Published 03/21/24
In this episode, we talk about aligning your life and your money with what is important to you. In a time when social media shows us the highlights of friends, celebrities and strangers that can pull us in directions we think we want to go. Let's take a step back and think about what we really want.
Published 03/20/24
In this episode, we talk about 6 money tips to help ADHDers with their money. These are 6 actionable tips that you can put to use right away. Come follow us to get more money and tips on living life with ADHD!
Published 03/12/24
In this episode, we talk about 6 money tips to help ADHDers with their money. These are 6 actionable tips that you can put to use right away. Come follow us to get more money and tips on living life with ADHD!
Published 03/12/24
We are two financial professionals with ADHD and today we talk about how we introduce ourselves! 
Published 03/08/24
We are two financial professionals with ADHD, and we talk about all things money and ADHD. Today we talk about how we got into our professions and how we help our clients.
Published 03/08/24