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Financial Consultant Nearby Vernon BC

Overcome Losing a Spouse

ON YOUR OWN 

Money Management after a Loss

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Have you lost a spouse or partner? The grief can leave you feeling frozen or lost, especially when managing your finances. Together, in our regular financial planning sessions, you'll gain the clarity, confidence, and control you need to maintain your lifestyle. Create a strategy for your portfolio and legacy that suits your goals and risk tolerance. Your conversations with a compassionate expert will be private, confidential, and objective. You will have confidence working with a professional Financial Planner, Registered Retirement Consultant (RRC®), Insurance Agent, and Myers-Briggs Coach who puts your needs first. You can choose in-person or online learning options.

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Let us help you take charge of your life

I have appreciated your patient and caring work navigating a financial world that is so unfamiliar to me! Helping me plan for my financial needs in retirement has given me peace of mind. I have felt no anxiety under your skillful expertise. Thank you! Kathy K 2022

The "On Your Own Again" process includes:

  • Tailoring the management of your financial plan and investments to suit your preferences. 

  • Develop a balanced strategy to manage your inheritance for lasting financial stability.

  • Clearly envisioning what your financial future could look like.

  • Setting achievable financial goals.

  • Understanding and streamlining your finances.

  • Increasing your overall knowledge of finances including RRSPs, RRIFs, pensions, insurance, taxes, CPP, OAS, etc.

  • Exploring your needs & services to remain in living in your home or downsizing, etc.

  • Implementing tax efficient strategies to keep more in your pocket.

  • Uncovering your money motivations, hurdles, and panic buttons.

  • Creating "Saving & Spending" strategies that work.

  • Discussing and implementing wealth & estate transfer plans.

  • Clearly envisioning what your future could look like.

  • Setting achievable financial goals.

  • ​Expect customized strategies and insurance or low-cost investment options.

  • Benefit from support and guidance at all times.

SESSION RATE: $125.00

We will work at your own pace on the topic that is important to you.

  • Anticipate 2 - 4 sessions to complete a financial plan to take you forward.

  • Add check-ins every 3 or 6 months to keep on track.

  • Add weekly or monthly sessions to change money habits.

  • Book your FREE 20-minute Financial Services Introduction today! 

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