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MONEY COACHING I HOLISTIC WEALTH CREATION I COACHING TAILORED TO YOU

Are You Ready to Unleash Your Wealth Potential and Create a Lifestyle by Design?

It’s time to move from financial overwhelm to financial clarity, from avoidance to action

Are you ready to overcome feeling stuck, frustrated and overwhelmed when it comes to money and your financial life?

Are you ready to access more clarity, confidence and ease as you learn how to transform your money blocks and enhance your financial wellness?

Are you ready to kiss procrastination goodbye and start to lay the building blocks to creating an intentionally-designed life?

Then You’re In the Right Place!”

Bilancia Wealth applies an integrative and holistic approach to wealth creation. We believe that equally important as the pursuit of our financial well-being is investment in the other core foundations of our lives including our health, relationships, and means of contribution.

Why? Because if we spend too much time on the pursuit of financial outcomes we can end up with feelings of misalignment, apathy, disconnection, and our health and relationships suffer.

On the flip side, if we focus too much on the non-financial aspects of our lives we can end up missing out on engaging in the fullness of life and doing, being, having, creating or giving in a way that feels right for us.

It’s all important and it’s all integrative. It’s the journey to what we call ‘soul-aligned’ living and it’s the process and pathway we take you on to liberate and empower you to create a life by design, not by default.”

Hi! I’m Anna

In 2020 I took a sabbatical from my long-time financial services career to get clear on what was most important to me in life and money. While, on the surface my life looked great, on the inside I was suffering. Not for lack of gratitude for the abundance that was already present in my life but because I was disconnected from my inner compass and aspects of my life most important to me had swung too far off balance.

I embarked on a journey to rekindle my health, relationships, take control of our finances and connect with what it was I was being called to do next. All roads pointed me in the direction of personal wealth creation where I began my career, but this time I knew it had to be about more than money.

Integrating my 20+ years in the fields of diversified investments, financial planning, global commercial banking and enterprise risk, together with certifications in integrative health, holistic wealth consulting and behavioural money coaching, Bilancia Wealth was born.

Today, I’m committed to helping as many humans as possible to create a new financial reality, one that aligns with their unique vision of a life well-lived. My signature coaching programs bridge the spiritual and material realms of money, providing the foundations for you to gain more clarity, control and direction over your financial well-being while bringing the core bedrock of your life into balance in a values-aligned way.

Services

Whether you’re looking to test the waters or deep dive right in, we’ve got you covered. Choose from one of our coaching options below. These are offered in a mixture of individual and group-hybrid learning formats.

You Choose

60 or 90 minute one-one-one tailored Money Coaching session with Anna

60 or 90 minutes dedicated to you, to spend how you choose. Want to get clear on your financial values, mission and purpose? Uncover your hidden money blocks and how to navigate them? Or, deep dive into your cashflows, financial goal-setting, wealth creation strategies, financial habit building for your money type, or something else?

I’ve got you covered

C.r.e.a.t.e

Your Journey to Soul-Aligned Wealth Creation

An 8-week financial transformation journey to help you cultivate more financial self-awareness, enabling you to take the reins to your financial life with more purpose, clarity and ease.

Not Sure What's Right For You?

I understand that making a commitment to open yourself up to conversations around money can come with some trepidation. You want to know that the person you’re speaking with is credible and has your best interests at heart before you commit. Or, you might be ready and rearing to take action but you’re unsure where to start.

That’s why I keep space available in my diary every week to speak with men and women ready to make a change. Schedule a FREE 15-minute no-obligation Discovery Call to see if money coaching with me is right for you and how I can best serve your needs.

Bilancia Wealth isn’t your typical money mindset or financial coaching business. We integrate principles and teaching from the fields of Behavioural Money Coaching, Financial Planning, Holistic Wealth, Integrative Health and more, to bring to you a unique and integrative journey to personal and financial transformation.

This begins with a close examination of where you sit across the living asset pillars as follows:

Growth & Contribution

What are you here on earth to do? What are your unique gifts and talents? To what extent are you utilising them for a higher purpose? How does this translate personally and financially?

Health & Vitality

How do you nourish and maintain your physical, mental and spiritual well-being? Do you have the right mindset to maximise the probability of achieving your financial goals and vision?

Love & Connection

How do you give and receive love? Who and what do you surround yourself by? Do they and your environment inspire and elevate vs deplete you? What are your connection strategies?

Financial Wellness

What about money is important to you and why? How do you want to live and how much is ‘enough’? Do you have robust financial foundations and a plan to help you get there?

Anna has been incredible to work with. The process that she took me through has been seamless and transformative. It has spoken into so many areas in my life and has been a catalyst for greater awareness, more conscious spending habits and a financial strategy that is aligned to my values and lifestyle. Beyond this, her advice and recommendations are sustainable and I don’t rely on quick wins or band aid solutions!

Andrea McDowell, VP – People, Culture & Impact

Over the last several weeks I have had the pleasure of working with Anna Walker and the Holistic Wealth Creation program. Even though I have over 20 years’ experience as an investment professional Anna was able to provide insight that I had not previously considered (psychological and feminine viewpoints among others). I found Anna to be an excellent communicator and I looked forward to our sessions. I would highly recommend speaking with Anna regardless of one’s stage in life or situation. The time and cost have been a very worthwhile investment.

Keith Mould, Portfolio Manager – Bessette Wealth Management, RBC Dominion Securities

Coaching one on one with Anna in the Transform Your Money Mindset program was electrifying for me. Her soft and consoling acknowledgement of my history allowed me to be open to my past blocks around my relationship with money. I gained relief from emotional blocks, discovered daily triggers and identified what bad money beliefs were actually mine and which belonged to others in my family. The breakthroughs flowed daily for a few sessions and slowed down as I broke and healed those patterns. I honourably have taken radical responsibility in my financial life and had my first 90K month in my business. Anna is a godsend and beautiful light to work with.

Shannon Rizzo – CEO and Founder, Boundless Foundation