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Are you ready to ...
save money & reduce stress,
feel confident about finances,
"land on your feet" or
plan your retirement?
In a relaxed, encouraging environment you will grow your financial knowledge and skills, and cultivate your confidence as you implement the financial plans we develop for each stage. You will have a skilled Financial Coach who is unbiased and focused on your road to financial well-being. I use NaviPlan and Myers-Briggs to power the planning experience.
Karen Fenske, BAA,
Founder and Coach
You decide how much service you need & pay only for that service.
I keep your best interests at heart & you get professional, personal advice and
financial planning without the pressure to buy investments (I don't sell investments).
Is this You?
COVID Relief: Select a package and make 3 payments instead of 1 lump sum!
PLANS & SERVICES
From individuals to couples and families to entrepreneurs there is an option for you.
Your road to financial well-being starts with a package option.
Then we meet as frequently
as you need or want.
WHAT TO EXPECT
How do circular charts make you feel? If life is a circle we will end up defeated, lost and uncertain.
So lets do something different ...
TAKE A ROAD
that gets you
where you want to go.
Developing a long term relationship requires getting to know each other.
Discover my background
which includes a
Focus on Finance & Business,
Focus on Communication,
Mediation & Group Facilitation,
Focus on Agriculture.
call 250.306.1256 to book your
Free 30-minute Discovery Conversation
We want to ensure this is the right process & fit.
Vernon, BC, Canada