Free 30-minute Discovery Conversation
We want to ensure this is the right process & fit.
If you agree to move forward we will schedule our first full session.
During Covid 19 we will meet via video chat or phone.
FENSKE FINANCIAL
COACHING & PLANNING
Any Age
Brooke, 46, Registered Massage Therapist
"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!!"
Ravi, 37, Data Analyst
I had a great few sessions with Karen, highly recommend! While she provided excellent advice and tools for managing my money more wisely, more importantly she helped me develop confidence in myself and showed me that financial planning can be fun and empowering. Will see you soon again Karen!
Niki, 42, Government Legal Specialist
Karen is amazing, she helped me tremendously and did so in a heart centered way with no judgment. Just wanting to help get me to a strong and empowered place.
Any Stage
Kim, 60, Teacher & Paul, 66, BC Utilities Project Manager
Describing Karen's approach:
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Not associated with any financial institution, so we can be comfortable with receiving unbiased financial advice.
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Does not pass judgement on your past financial decision making.
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Communicates clearly without being condescending.
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Trustworthy with your financial information.
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Lots of real world experience with families & individuals gives us confidence in her advice.
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Let’s you make informed decisions (e.g., 'this is the effect on your retirement funds if you buy that $80,000 vehicle.')
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Seeks to understand you so that she can offer salient questions (e.g., 'Does that $80,000 vehicle fit your lifestyle?')
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Has a sense of humour!
Kathy, 65, Retiring Admin Staff
I appreciate your patient and caring guidance in assisting me to navigate a financial world that is so unfamiliar to me! Helping me to plan for my financial needs in retirement has given me peace of mind. I have felt no anxiety under your skillful expertise. Thank you!"
Sandi, 62, School Staff Member
I highly recommend Fenske Financial services. Karen is unbelievable in her knowledge and caring about her clients. Karen helped me through times when I thought there was no hope. When you leave you know exactly where your future is headed. I am way less stressed and can see a retirement date finally in my future. Take the time to contact her you’ll be very happy you did.
Any Transition
Lucy, 45, Professional
I highly recommend Fenske Financial Coaching! Karen coached me through budgeting, saving and working towards attainable goals. She was instrumental in me purchasing my home here in the Okanagan. Karen is so knowledgeable and enthusiastic - coming prepared to every meeting with new information and fresh ideas. It is easy to tell that she loves what she does and is in the business of helping people. I used to think that "financial advisors or coaches" are for people with lots of money but my experience with Karen taught me that you can learn and grow the money that you do have. Professional, Responsive.
Judy, 51, Virtual Educator
Fenske Financial Coaching has helped me feel empowered about my financial situation as I go through separation and divorce. There are many decisions to make in this journey and having support from Karen has given me so much peace and direction. I feel on top of my finances! I know where my money is going.
She provides options for me to think about. Instead of taking on the whole package all at once, Karen has given me homework that I could manage and has checked in to see if I was making progress.
This piece of knowing I had a knowledgeable financial person on my team has given me more strength than I could have imagined.
Hannah, 25, University Student
Karen was incredibly helpful during this transitional time in my life financially. I was able to feel less stress about my finances, and now feel confident and comfortable in moving forward with the strategies we have set in place to succeed in the future.
Any Role
Kelli, 37, Mortgage Broker
I highly recommend Karen, she really listens and provides expert services as a financial advisor!
Rob, 63, Business Owner
I have a great planner now and I can honestly say I now have no personal money worries. It is such a relief! Karen Fenske is such a great lady. She is based here in Vernon and is the best planner and I have had for several over the years. I have paid off all my debt and now have healthy retirement savings accounts.
Dorris, 60, Teacher
I highly recommend her. In a professional, knowledgeable, and kind manner, Karen helped me develop a clear plan for my financial goals. I feel empowered knowing what needs to be done and that I can do it. I just can’t help telling friends and colleagues about Karen and already one person has started working with her. Thanks Karen.
Any Level of Knowledge
Lorna 62 & Scott 62, Banking staff & Small Business Owner
"My husband and I originally saw Karen with respect to getting our finances in order as we felt like we weren't getting ahead. After talking with Karen in our FIRST meeting, she put us at ease saying that we were in the same boat as a lot of other folks our age, and even better than some! Karen kept the terms she used easy for us to understand and she was very thorough in making sure we understood exactly what she was saying. I don't say it if I don't mean it and I would highly recommend Karen Fenske. We paid off our mortgage! Thank you Karen for all your help."
Zach, 18, High School Graduate
I was gifted the 4 session package from my mom and wasn't overly enthusiastic about it to begin, but after my first session I was thrilled my mom bought me these sessions! Karen not only helps personalize your financial management, but she details the best way to save for your future. I learned more from Karen in 4 one hour sessions then I have from any class in school, book, or video! She also helped me open a tax free savings account. Highly recommend her to anyone who isn't in finance as their day job. Anyone could stand to learn something from her, and she's a very friendly and charismatic person to talk to.
Levi, 16, Highschool Student.
As a younger individual, 16, I was very overwhelmed with the future and was nervous about my money plan. I went to a few sessions and learned a lot, not just about money managing but also my own money managing style. Definitely eased my worries about my investing future and definitely recommend to anyone looking for financial coaching. Professionalism, Quality.
