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.


EXPECTATIONS
Financial Consultant Nearby Vernon BC
FFC Sessions with Karen
• Attentive listening and hearing you, exploring your concerns, and fully answering your questions.
• Providing creative solutions and fresh ideas.
• Constructively challenging you to think in new ways.
• Encouraging you to reflect.
• Acting as an accountability partner as you implement your plans.
• Offering financial advice.
• Working with you to reach your goals.
• Celebrating your victories!


FFC Clients
As an FFC Client, you can expect the following:
• Developing skills and confidence to manage your finances.
• Becoming empowered to take control.
• Gaining self-confidence.
• Peace of mind and a clear sense of freedom.
• Not asked to move investments.
• Only pay for the service you choose and receive coaching that is entirely relevant to you and your needs.
Please attend sessions with the following mindset:
• Have an open mind.
• Be transparent and provide a complete picture of your financial situation—we do not judge, we are here to help.