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New couple eager to plan their finances together

STARTING OUT
Money Management for Couples
 

Would you like to work together to build your life? 

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Congratulations on finding your person! Now, take some time to learn—as a team—how to make a sound financial plan for your future together. You will have confidence working with a professional Financial Planner, Registered Retirement Consultant (RRC®), Insurance Agent, and Myers-Briggs Coach.  Learn to reframe, recap, be curious, and stay in the conversation. You can choose in-person or online learning options.

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LET'S START THE CONVERSATION...

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  • Was your last conversation about budgeting & money management helpful or annoying? You can learn "the language" to share your needs and dreams and have satisfying conversations.

  • What helpful or destructive money management habits do your have? 

  • Are you on the same path towards shared goals or do you get triggered and give up in silence or in frustration? 

  • How would you prefer to grow your money?

  • How do you want to manage your inheritance, ICBC, or divorce settlement for lasting financial stability?

  • Would you like to pay off debt fast and not fight about it?

  • Would you like to understand how to work best together? Discover how your money personality impacts how you handle money.

  • How do you decide on your vacations? 

  • What tools & strategies are you using to track money and stay on top of things? 

  • You can ask your questions about  budgeting, managing cash flow, and understanding credit (credit cards, loans, and mortgages) in a safe private setting.

  • How will you pay bills if you have an untimely accident, illness or death?

 

Working with a professional financial planner and communication expert like Karen will provide an inspiring, solid road to financial well-being. ​Expect customized strategies and insurance or low-cost investment options.

Young couple purchasing their first home

STARTING OUT Path $150 per session

  • Working at your pace expect up to 4 sessions to complete a financial plan to take you forward.

  • A decision-making behavioural assessment is included.

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

  • Add weekly or monthly sessions to change money habits.

  • Book here for a FREE 20-minute Financial Services Introduction.

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