ARE YOU READY?
To reduce stress & save for the things you want?
To feel confident about your money & finances?
To "land on your feet"?
To choose your retirement date?
Happy Family
NaviPlan by Advicent
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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 expert 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
RRC Registered Retirement Consultant Candidate 
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You decide how much service you need & pay only for that service without the pressure to buy investments (I don't sell investments).

Tell me, where are you at? 

Home Owners

We want to retire and need to know if we will have enough income, when we should retire, how to reduce taxes and what our living options could be.

Working Mom

​​I am separating from my spouse and 

I want to land on my feet financially!

Old Lady

I want to maintain a respectable lifestyle in the home of my choice I need to know what I ca afford.

We have a farm and we need to pass it on & have enough to live a long time!

I am on my own and need to talk about money things & decide. 

Piggy Back

We find it hard to stick to new plans. We need a coach to stay on track.

First Dance

We just got married and need to find healthy ways to manage our money together.

Happy Family with Pets

I want peace of mind that my legacy plan is in place for my loved ones.

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We need to pay down debt, live our life, and save for the future. We want expert, objective advice from someone we trust.

Woman with Ski Goggles

I need to learn cash management & financial basics.

Woman on Podium

I have some investments and I just inherited money and received a settlement. I need to explore my planning options with someone I trust.

I have health issues and I want my

spouse to feel comfortable taking over the money management role.

LEARN MORE
 

What does a financial coach do? Can you help me reduce my debt? How do I grow wealth? Can I start retirement planning now?  

Who helps with cash management task like saving and spending habits? Who will help me map out my estate plan?

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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 ...

let's create a map that gets you where you want to go.

ABOUT

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, and a Focus on Agriculture. 

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Connect 

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Vernon, BC, Canada

Tel: 250-306-1256

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