You know what your Financial Goals are for your Family, Career and/or Business, but you may not have the time, expertise nor desire to navigate all the options of building a sound financial plan.
That’s where I can help. I will walk you through all the choices that are available. I recognize individual differences and know there’s no cookie cutter solution. I will focus on your priorities and guide you to the end result you want. . Developing a Financial plan that allows you to live with purpose- the goals you and your spouse set for your family and or business which may include:
- Starting a Business
- Saving for Trips
- Creating a Bucket list
- Saving for Retirement
- Selling your business
- Moving UK pensions to Canada
- Living in Retirement (RRSP, Annuities, TFSA, Non- Registered)
- Wealth Transferring
Not all Financial Planners are the same I am a Financial Planner as well as a Mediator and a Certified Divorce Financial Analyst. In addition to specializing in the areas of mediation and divorce, I am qualified in cash flow management, retirement, annuities, wealth transfer, investments, legacy, insurance over sea pension transfers, estate planning and group benefits.
I believe that sound Financial Planning starts with cash flow planning, it is the foundation of your financial life-both your spending and debt management. Once I understand your financial direction, I can create a plan that best suits your needs. You can absolutely live the lifestyle you want and have a plan for the future that will change over time as your priorities change.
I will never sell you a debt product like a credit card and I have flexible hours including evening appts.
I will create a plan for you and your family that is geared to your family’s Life Goals and vision for the Future
Share Your Vision with me.
Is this on your Bucket List?