Our Consultation Methodology
A proven framework designed around your needs and goals
We've developed a consultation approach that balances structure with flexibility. While every person's situation is unique, our methodology ensures we cover the essential areas that contribute to financial clarity while leaving room to focus on what matters most to you.
Your Consultation Team
Experienced professionals dedicated to your financial clarity
Sarah Mitchell
Lead Financial Consultant
Bachelor of Commerce in Finance University of British Columbia
National Financial Services Group
Areas of Expertise
Specialized Approaches
Professional Highlights
Helped over 300 Canadian families gain financial clarity
Developed streamlined consultation framework used across team
Recognition for client satisfaction and support excellence
Qualifications
Sarah brings warmth and clarity to complex financial conversations, helping clients see possibilities they hadn't considered before.
Sarah founded noralexithq with a vision of making financial planning feel accessible and human. She specializes in helping people who feel overwhelmed by their finances find clarity and direction. Her approach emphasizes listening first, understanding context, and providing guidance that honors each client's unique values and circumstances. Sarah believes the best financial plans are the ones people actually follow.
David Kwon
Senior Planning Consultant
Master of Business Administration McGill University
Canadian Wealth Advisory Partners
Areas of Expertise
Specialized Approaches
Professional Highlights
Created practical financial planning tools for client use
Successfully guided clients through major financial transitions
Published insights on modern financial planning approaches
Qualifications
David excels at breaking down complicated financial concepts into understandable terms, making planning feel manageable rather than overwhelming.
David joined noralexithq because he wanted to work somewhere that prioritized client relationships over sales targets. With a background in financial analysis, he brings analytical rigor to consultations while maintaining the warm, approachable style that defines our team. David particularly enjoys working with clients who are navigating career changes or major life transitions that affect their financial situations.
Emily Tremblay
Financial Planning Specialist
Bachelor of Arts in Economics Université de Montréal
Quebec Financial Planning Center
Areas of Expertise
Specialized Approaches
Professional Highlights
Consistently highest-rated for client comfort and trust
Specialized support for families navigating financial challenges
Developed culturally sensitive consultation approaches
Qualifications
Emily connects with clients through empathy and patience, creating safe spaces where people feel comfortable discussing financial concerns openly.
Emily brings both professional expertise and genuine compassion to every consultation. Fluent in both English and French, she serves clients across Canada and specializes in working with individuals and families who feel stuck or uncertain about their financial situations. Emily believes that small, consistent changes often lead to the most meaningful long-term improvements, and she helps clients identify practical first steps they can take with confidence.
James Robertson
Consultation Coordinator
Bachelor of Business Administration University of Toronto
Premier Client Solutions Inc
Areas of Expertise
Specialized Approaches
Professional Highlights
Streamlined consultation booking process for improved client experience
Implemented support systems that increased client satisfaction
Recognized for exceptional attention to detail and care
Qualifications
James ensures every client feels welcomed and supported from their first contact through consultation follow-up and beyond.
James is often the first person clients connect with at noralexithq, and he sets the tone for the welcoming, supportive experience we provide. With a background in client services and operations, he ensures that the administrative aspects of consultations run smoothly so our planning team can focus entirely on clients. James takes pride in anticipating needs, solving problems quickly, and making sure everyone feels valued throughout their experience with us.
How Our Consultations Work
A straightforward process designed to give you clarity and direction
Initial Connection and Discovery
We begin by learning about you. During this phase, we ask questions about your current situation, concerns, and goals. There's no judgment, just genuine curiosity to understand what brought you here and what you're hoping to achieve.
This conversation typically lasts 20 to 30 minutes and sets the foundation.
Comprehensive Situation Review
Next, we explore your financial picture more deeply. We discuss income, expenses, obligations, and resources. This isn't about scrutinizing every detail, but rather getting a clear sense of where you are now so we can identify opportunities and challenges together.
We adapt this review based on what's most relevant to your circumstances.
Collaborative Planning and Exploration
With a solid understanding of your situation, we work together to explore possibilities. We discuss different approaches, weigh trade-offs, and consider what might work best for you. This is where the conversation becomes most valuable, as insights emerge and clarity develops.
This collaborative phase forms the heart of your consultation experience.
Actionable Guidance and Next Steps
Finally, we summarize insights and provide clear, practical next steps tailored to your situation. You'll leave with a roadmap that makes sense and recommendations you can actually implement. We also discuss options for ongoing support if you need it.
You receive written notes from your consultation for future reference.
Understanding Different Consultation Approaches
| Consultation Features | Traditional Advisory Model | Online Tools Only | noralexithq Approach |
|---|---|---|---|
| Personalized one-on-one attention | No | ||
| Flexible scheduling options | Limited | ||
| Comfortable consultation environment | No | ||
| Adaptable to your unique situation | Somewhat | No | |
| Human connection and empathy | No | ||
| No pressure or sales focus | Varies | ||
| Practical actionable guidance | Generic | ||
| Ongoing support available | No |