My Approach: 4 Simple Steps

After a 30-minute free consultation, I send you a brief proposal that sets out a service agreement, timing and budget. If you sign an agreement and submit a 50-percent deposit on the full budget, we start working together.

The Service Agreement covers:

  1. Focus of service – education or work transition
  2. Type of service – coaching, writing support, presentation support, resource provision
  3. Expectations – your role, my role
  4. Number of hours and hourly rate (discounted according to number of hours)
  5. Timing of service (in relation to goals and deadlines)
  6. Limits of service

In our first meeting together, we need to get to know each other so that I can best support you in making your education or work transition.

The Foundation meeting grounds us both, by:

  1. Allowing us to share how we prefer to work
  2. Assessing how ready, willing and able you are to meet your transition goal(s) and I am to help you
  3. Gathering information about you that supports your transition. This might include:
    1. Grades and test scores
    2. Relevant past and present experiences
    3. Stories that feature your strengths, values, personality, interests and goals
    4. Formal assessments if desired (additional fee for cost recovery) including Strong Interest Inventory, Myers Briggs Type Inventory, MSCEIT and EQi, VIA Character Strengths 
  4. Establishing realistic goals that target education, work, financial, lifestyle and geographic preferences

Sometimes clients know exactly where they want to target their application efforts be it for education or work transitions. In which case, we can skip this step and go right to engagement.

On the other end of the spectrum are clients who are at the beginning of their transition journey or uncertain of their next steps. They therefore need time and support to research their options.

The main goal of Exploration is to build a long list of education or work options, clarifying for each option:

  1. Degree of competitiveness
  2. Eligibility to apply given existing grades, scores, courses, related experience
  3. Application timing, process and requirements
  4. Networking considerations


Engagement is all about skill building in relation to two typical application hurdles – presenting in writing and presenting in person.

Presenting in Writing

As a general rule, applications for education or work require some form of written submission. To achieve a quality submission, we engage in three important skill-building tasks: 

  1. Review/critique your draft documents related to your specific transition.
  2. Work together to strengthen your writing, focusing on audience, purpose, structure and relevant details.
  3. Enhance format and layout; correct for grammar.

Depending on whether clients are making an education or work transition, examples of documents include:

Education Transitions

Work Transitions

Personal statement or essay Letters (or emails) of introduction
Resume or Curriculum Vitae (CV) Resume or CV
Online profile LinkedIn profile
Writing samples Slidedeck for presentation
Letter for special consideration Business proposal

Presenting in Person

Some applications for education and most applications for work require an in-person interview and/or presentation component. Advanced preparation and rehearsal help you focus your “pitch”, cultivate relationships with your audience and manage inevitable performance anxiety.

The process of preparation and rehearsal with me typically includes:

  1. Clarifying your audience of your upcoming in-person event – i.e.,  1-1 or group interview, presentation, networking event 
  2. Clarifying the anticipated style of inquiry/interaction of your event – i.e., formal or informal, single meeting or full day, backgrounds of people you’ll interact with
  3. Review resources to prepare and rehearse
  4. Engage in practice interview(s), presentation(s) or networking scenario(s) to identify strengths and weaknesses
  5. Conduct focused self assessment
  6. Receive focused evaluation, insight on mannerisms, and corrective strategies


1-on-1 Coaching

Accelerate your education or work transition with support from a knowledgeable partner 


Self Assessment

Strategic Goal Setting

Information Gathering

Application Management

Resilience & Relationships


Support for Writing Tasks

Build persuasive documents for high stakes career competitions.


Resumes, Cover Letters & CVs

Personal Statements for Education

LinkedIn Profiles

PowerPoint Presentations

Proposals & Final Reports


Support for Presentation Skills

Anticipate audience needs and questions, build relationships and communicate with confidence.

In-Person Interviews

 Telephone & Online Interviews

Networking Events


Interest Interviews

On-line Resources

Access tip sheets, workbooks, videos and curated resources.

Follow my blog for access to resources.

Hourly Rates

There is no charge for a preliminary 30-minute exploratory appointment. My hourly rate is generally $100 plus Canada’s Harmonized Sales Tax (HST). I also offer emergency support (within 48 hours turnaround time) at a rate of $125 per hour. 

Sample Budgets

(include HST)

What can we do with a 2-hour Emergency Support budget?

Meet by phone or Zoom to clarify audience goals, timeline and need

Resume & Cover Letter Emergency

Within 48 hours, review draft document(s); propose major and minor content changes

Make format recommendations to improve look and feel

Correct grammar, spelling and consistency errors

Provide recommended samples for related documents


Mock Interview

Schedule Zoom meeting to clarify presentation goals, audience and timeline

Conduct pre-assessment to  identify strengths, weaknesses and common challenges

Rehearse 5-7 scenarios

Conduct focused self assessment

Receive constructive feedback and resources

What can we do with a 10-hour Single Application budget?

A 10-hour budget allows for targeted  support for a single education or work application goal. Examples include:

Current or graduated student  applying to a highly competitive  education program

Current student applying to a competitive summer internship role

Full-time employee applying to a job opportunity that has just come up in or outside current place of employment 

Individual clients vary in terms of how much time they spend in the following activities:

Exploring education or work transition goals and desired outcomes to determine ideal target for application

Engaging in story-telling to cultivate deeper awareness of strengths and preferences

Exploring unique obstacles and challenges to moving forward on education or work goals

Gathering detailed information to refine focus on the education program or job targeted

Preparing and refining package of written application and self-promotion materials

Rehearsing for interviews and presentations

Negotiating terms and conditions of offers

What can we do with a 30-hour Comprehensive budget?

A 30-hour budget is common for complex transitions in which comprehensive self assessment, careful market research and extensive applications are required in order to compete. Examples include:

High school students or recent graduates applying to competitive undergraduate,  graduate or professional education programs

University or college graduates after a few years in the job market seeking to align their work role with their interests and make changes in status, earnings and/or lifestyle

Employees starting or considering starting a new business or offering free-lance services

Individual clients vary in terms of how much time they spend in the following activities:

Exploring education or work transition goals and desired outcomes

Completing and reviewing results of comprehensive readiness assessment to further refine coaching needs and goals

Engaging in story-telling to cultivate deeper awareness of strengths and preferences

Undertaking additional assessments to deepen self awareness and refine understanding of patterns of beliefs, behaviours and actions

Analyzing patterns of past accomplishments that might lead to future opportunities

Exploring unique obstacles and challenges to moving forward on education or work goals, including but not limited to motivation, anxiety, stress, fear, learning challenges, negative emotions and/or relationships

Gathering detailed market information to refine focus on targets – on education programs, industries, employers, jobs or work arrangements of interest

Applying and enhancing community building, relationship and self-advocacy  skills

Preparing and refining written application and self-promotion material

Rehearsing for interviews and presentations

Negotiating terms and conditions of offers

A Budget to Suit your Need

Most clients request a mix of coaching, writing and presentation support for their education and work transitions. Each client is unique – that’s why the first 30 minutes are on me. We can decide together a budget that suits your needs.

When deciding on the level of service you need, ask yourself:

  • How certain am I about what education or work goals I want to pursue?
  • How knowledgeable am I about what education or work options will meet my goals?
  • How realistic am I that I can compete for my desired goals?
  • How confident am I in my skills to meet my goals?

Why would I need 30 hours of coaching?

In a major life transition, it’s common to feel low certainty, knowledge, competitiveness and confidence. A 30-hour budget is therefore common for major transitions. Major transitions are  complex and consume substantial time in:

  • Assessing goals and options
  • Researching and finalizing targets
  • Completing not just one but many competitive applications, each one with different demands
  • Attending events to learn more
  • Making final decisions and arrangements

When would 10 hours coaching be enough?

On the other hand, you may feel certain, knowledgeable, competitive and confident about your transition. You just want a second opinion. Or maybe someone to fix your grammar.  And help you with interview questions that always stump you. In this case, a 10-hour coaching budget will help you put your best self forward.

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