Behavioural Finance for Professionals, High Movers & Organizations
Structured frameworks that bring clarity to financial decisions and long-term planning. Whether you're an individual, professional advisor, or organization, we provide the tools and support you need.
Who We Serve
Our programs are designed for three distinct audiences, each with unique financial planning needs.
Professionals
Financial advisors, coaches, and consultants who need structured frameworks to support their clients. Our tools help you deliver consistent, evidence-based guidance.
High Movers
Global professionals, expats, and individuals managing finances across borders. We provide continuity and structure as you navigate international moves and transitions.
Organizations
Corporate teams seeking behavioural finance programs and workshops. We help organizations build financial wellness into their employee development strategies.
Which Program is Right for You?
Answer these questions to find the program that best matches your needs.
I need a framework for my clients
You're a financial advisor, coach, or consultant looking for structured tools to support your clients' financial planning.
→ Consider: Rainbow™ Program
I'm moving across borders
You're relocating internationally, managing finances in multiple countries, or navigating cross-border financial complexity.
→ Consider: Expat Mobility Planning
I want community support
You prefer learning alongside others with similar financial goals and value group discussions and peer support.
→ Consider: Bloom Circle
I need personal financial clarity
You want to understand your financial values, assess your situation, and create a clear action plan for your personal finances.
→ Consider: Rainbow™ Program
I'm looking for corporate programs
You represent an organization seeking behavioural finance workshops or employee financial wellness programs.
→ Consider: Rainbow™ Program or Corporate Programs
Three Programs. One Mission.
Each program offers a structured approach to financial clarity and decision-making, tailored to your specific needs.
Rainbow™ Program
Our proprietary behavioural finance framework helps you understand your financial values, assess your current situation, and create actionable plans. Used by individuals, professionals, and organizations worldwide.
Best for: Individuals seeking personal financial clarity, professionals who need client frameworks, or organizations implementing financial wellness programs.
Bloom Circle
A membership community that connects people with similar financial behaviours and life stages. Through group sessions, guided discussions, and behavioural insights, members support each other's financial growth.
Best for: Individuals who value community support and want to learn alongside others with similar financial goals and challenges.
Expat Mobility Planning
High Mover Membership provides comprehensive cross-border financial planning. Your financial life moves with you—whether you're relocating for work, family, or lifestyle changes.
Best for: Global professionals, expats, and high movers who need continuity in financial planning across countries, cities, or life stages.
Find Your Bloom Circle
2-minute quiz to match you with the perfect community
Specialized Support for Newcomers & Immigrants
Building financial confidence in a new country comes with unique challenges. We understand the journey and provide culturally-sensitive support.
🏦 Credit Building from Zero
Learn how to establish credit history, understand credit scores, and build financial credibility in your new country.
🌍 Cross-Country Financial Planning
Navigate complex financial systems, understand tax implications, and plan for international money transfers.
💼 Career & Income Optimization
Understand salary expectations, negotiate from a position of strength, and build networks in your new professional environment.
👥 Cultural Financial Navigation
Connect with other newcomers who understand the unique challenges of building wealth in a new country.
"As a newcomer from India, I felt lost navigating Canadian financial systems. Polish + Bloom helped me understand credit, build my first emergency fund, and negotiate my salary confidently. I went from feeling overwhelmed to financially empowered in just 6 months."Priya M. Software Engineer, Toronto (Immigrated 2022)