CERTIFIED FINANCIAL PLANNER, CASH FLOW PLANNING SPECIALIST
- Experience: 15 Years
- Email: firstname.lastname@example.org
- Phone: +1 (236) 426-1428
- Toll Free: +1 (888) 426-0020
I have worked with my own Financial Advisor since I was a young professional. I was a natural saver and always had money in the bank. There are so many people that struggle with how to make their finances work, as we don’t learn about money in school. I love to offer guidance, and to outline specific opportunities and choices so that people know how to protect tomorrow, today.
My belief is that Education is key, and I never pass on an opportunity to improve my own or someone else’s financial literacy. I have taught, “Take Control of Your Money,” a one-day financial fitness workshop at Okanagan University College. I am a professional member of Advocis and a Past President of the Vernon Women in Business (www.vwib.com).
When I am not working with clients, I love traveling, cycling, kayaking, snowshoeing, and gardening. I have always dreamed of experiencing other countries and cultures, my cash flow planning has made this possible. I love working with clients who have dreams and aspirations to do the same. I believe that the best time to plant a tree was 20 years ago. The next best time is now. Just like the tree, there is no time like the present to bring your financial goals to life. Let me show you how today.
I believe a Cash Flow Plan is a great financial starting point, in order to better understand the people I am working with. Before one can truly help an individual or family you need to understand what their goals and dreams are. We all know we need to save money and protect ourselves and our family, but why? We need to know the reason.
My job is to help people like you, realize their dreams and goals and to support them in putting their finances in order, so they can reach those dreams and goals. My years of experience and product knowledge is useful in ensuring all aspects of your financial planning is addressed, but to start with the basic, cash flow is something everyone can relate to very easily.
There is enough going on in your life, and concerns over money and debt affect us all. A cash flow plan simplifies those concerns. It gives you a track to run on. It is much more enjoyable and rewarding to focus on something you want and to know there is a plan in place to make it happen. Something measurable that you can feel good about. A written plan supported by a Certified Cashflow Specialist, who is there to quarterback your plan. My clients now feel they don’t have to ‘do it alone’ and I get to be there when they celebrate their success.
Dreams and Goals
My own dream of living in the beautiful Okanagan has materialized. I love the outdoors and am blessed to live here. My short-term goal will continue to be traveling to explore other parts of the world. It is through travel that I have learned to appreciate all that is here and live a simpler life.
The Problems I Solve
I have assisted clients in feeling good about their money situation. They know they are doing well financially, and I have provided them a visual plan which keeps them on track moving towards their personal goals.