TAKE CHARGE OF YOUR MONEY

Financial Planning & Guidance
for every stage of life

Holistic, Unbiased, Financial Planning

As an independent financial planning company, Fenske Financial Coaching & Planning provides holistic, unbiased advice and planning in a relaxed, encouraging environment, both in-person and online. While mapping a personalized financial plan, you will grow your financial knowledge and money management skills. The proven programs and personalized coaching will build confidence, and you can continue the conversation as often as you need. Expect customized strategies with insurance or low-cost investment options. You will be empowered to reach your goals!

Transition to Retirement with Confidence
Unlock the Potential of Your Inheritance
Grow and Protect Your Wealth for Life
Reduce Financial Anxiety with Regular Planning Sessions
Get Organized and Let Go of Financial Chaos
"Land on Your Feet" After Change.

With the transparent, Pay-As-You-Go rates, you pay for the sessions you want,

and keep the "conversation going" when you need it.

You can arrange monthly, quarterly, or semi-annual sessions

to adapt plans, ask questions, review portfolio activity, check spending, and stay in charge!

You will work with Karen Fenske, a Registered Retirement Consultant, professional Financial Planner, Independent Insurance Agent, and Myers-Briggs Coach. She 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 with Myers-Briggs decision-making behavioral assessments to power your planning experience.

"I 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

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Retirement

Whether you're planning for retirement or already retired, making informed choices that align with your unique needs and goals is essential. We help you navigate the complexities of life at 60, 70, 80, and 90!

Our approach explores potential income sources such as CPP, OAS, pensions, investments, and more. Your personalized Retirement Plan will implement strategies to ensure you have enough to enjoy life with confidence.

Additionally, unlock the full potential of your inheritance with a comprehensive plan designed to maximize its value for a brighter financial future.

On Your Own

Navigating change can leave you feeling frozen or lost, particularly when it comes to your finances. Our approach ensures that your decisions are made with respect, objectivity, and a focus on your unique needs. Together, in our regular financial planning sessions, you'll gain the clarity, confidence, and control you need. We’ll help you develop and implement tax-efficient strategies, review your investment portfolio’s, and discuss estate transfer plans—all while offering support every step of the way!

Be the Best You

Enhance your financial knowledge

and confidence with personalized money management practices. We take into account your unique financial capacity, life situation, and decision-making style. We'll celebrate your victories, tackle challenges, and adapt plans to align with your evolving dreams. With a skilled and unbiased financial planner by your side, you can confidently navigate your journey to financial well-being. We can unlock the potential of your inheritance, or ICBC and divorce settlements.

Choose Your Stage of Life

Life Together

Creating a Financial Plan tailored to your individual needs and dreams, while ensuring your family's well-being, is absolutely achievable. True, it can be challenging to align spending and saving habits in a marriage, but finding common ground is possible, fostering mutual respect and harmony as you work together to reach your financial goals. Embrace the journey and move forward as a united team!

Couples Starting Out

Blending finances can feel overwhelming, but we're here to make the journey easier. We’ll guide you in openly sharing your financial expectations and dreams, helping you build a strong foundation together.

You'll gain valuable insights into healthy cash management, smart debt strategies, and effective decision-making. With our support, you'll develop the essential financial knowledge and skills needed to create a thriving future as a team.

Separation & Divorce

Starting over after the end of a relationship can be tough, but FFC is here to support you in finding your footing while preserving your dignity. If you're facing reduced income or increased debt, or if you feel stuck in managing your settlement, remember that change is possible. Let's connect and discuss your options at every stage of this journey. Together, we can create strategies that address your emotional, physical, and financial needs.

Money for Young Adults

You'll discover essential skills and healthy habits that will empower you to make sound financial decisions. Whether you're saving for a car, planning an adventure, or looking to invest, we provide guidance on setting goals, utilizing savings tools, and understanding debt and risk management options. You can take control of your financial future and achieve your dreams!

Estate Planning

Estate planning can feel overwhelming, especially when making decisions about beneficiaries and financial distributions. We're here to guide you with care and financial expertise. With the support of an independent Financial Planner, Registered Retirement Consultant (RRC®), and Life Insurance Agent, you’ll gain the confidence to make informed decisions and create a positive lasting impact.

Start planning today!