TAKE CHARGE OF YOUR FINANCES
& Plan Your Best Life

FINANCIAL PLANNING for EVERY STAGE OF LIFE

Choose your Retirement Date.
Reduce stress and save for the things you want.
Gain confidence about your money and finances.
"Land on your feet" after your transition.
Change money habits with weekly or monthly sessions.
Get organized and let go of that chaos.

Fenske Financial Coaching provides a relaxed, encouraging environment in-person and on-line. You will grow your financial knowledge and money management skills and map a personalized financial plan. With proven programs and personalized coaching, you will cultivate confidence and implement new financial skills that will enable you to reach your goals.

With the transparent, Commission-Free/ Pay-As-You-Go rates you pay for the sessions you want and keep the "conversation going" when you need. You can change your money habits with weekly or monthly sessions.

You will be working with a professional Financial Planner, and Registered Retirement Consultant (RRC®). Karen Fenske, is in your corner providing objective, meaningful guidance that will put you on the road to financial well-being. Karen integrates industry standard financial planning software, Naviplan, with Myers-Briggs behavioural assessments, and ongoing education with The National Institute for the Clinical Application of Behavioral Medicine, to power your planning experience.

"I very highly recommend Fenske Financial Coaching! I honestly had no idea such a service existed and now I won't ever go without! I did 4 sessions with Karen and her support and expertise gave me the insight and confidence to propel me through a rough patch and get a much clearer financial picture. Karen is incredibly insightful, organized, compassionate and motivating!! Brooke, Vancouver Island 2022

Retirement Planning

Planning for retirement is about your choices. While it is a straightforward process life can be unpredictable. Therefore, we will contrast and compare a variety of influences such as changing health, life expectancy, the desire for a range of activities and pursuits, family obligations, and the steady climb of the cost of living.

Your plan will include what income you could have, what you want to spend and the strategies to have enough!

Be the Best You

You will grow your financial knowledge and skills, and cultivate confidence as you implement customized money management practices. We include your financial capacity, life situation and personal decision making methods. Checking in to celebrate victories, integrate challenges and adapt the Map for new dreams are sessions. You will have a skilled, unbiased Financial Planner focused on your road to financial well-being.

On Your Own Again

Have you lost a spouse or partner? The grief can you leave your feeling frozen or lost, especially when it comes to your finances. You will learn how to manage your finances so you can maintain your lifestyle. Your conversations with an objective expert will be private, confidential, and compassionate.

We will explore your needs to remain in your home or if moving is better, implement tax efficient strategies, discuss wealth & estate transfer plans and more!

Life Together

Building a Financial Map which includes individual needs and dreams that also provides for your family is possible. It can be disheartening to go in circles and get stuck. I know how challenging it can be in a marriage to combine spending and saving habits. Common ground can always be found. Mutual respect and harmony can happen while working together to achieve goals. You can move forward together.

Couples Starting Out

Couples starting out often say, "All the financial plan pieces are overwhelming". This program sorts out the pieces and sets the foundation for life-long practices. You will share your money expectations and dreams in a safe environment. Building your basic money know-how, cash flow options, and strategies to control debt is the focus. You will explore managing risk, should one of you have an accident or untimely death. Set goals for life!

Separation & Divorce

It can be challenging to exit a relationship. FFC is here to help you land on your feet with a lifestyle that maintains dignity. You may find yourself with less income and more debt. You maybe "frozen" and unable to manage the settlement. It doesn't have to be this way. Let's talk and explore your options before, during, and after. We will develop strategies in various areas, including emotional, physical, and financial.

Money for Young Adults

Cover all the bases of money management, instill healthy habits and learn to make sound decisions. All the things you wish you had learned in high school. You can save for a car, an adventure or even to buy shares in a company. Setting goals, implementing savings tools, and understanding risk management options will help you succeed on your own.