Financial Consultant Nearby Vernon BC
Learn How to Work as a Team to Secure Your Financial Future!
This program is designed specifically for couples who need to enhance their money skills to live a prosperous life together. You will have confidence working with a professional Financial Planner, Myers-Briggs Coach and Registered Retirement Consultant (RRC®). You can choose in-person or on-line learning options.
In the "Life Together Program", you will:
• Explore and identify the causes of your financial stress.
. Look at your debt and put strategies in place to pay it off!
• Determine how to grow your money and reduce taxes.
• Share your individual dreams and needs.
Take a quick peek at your potential retirement income.
• Define goals that support a healthy and happy life together.
• Create "Save & Spend" strategies that work for you!
• Learn how to make sound financial decisions before acting.
• Discover your individual strengths and see how to apply them to build a strong relationship and sound financial future.
• Consider the ups and downs currently related to your stage of life and understand how to change your money habits accordingly.
• Review various technological methods available to make financial decisions more efficiently.
• Benefit from professional financial support and guidance along the way!
PROGRAM RATE: $600
The program includes:
4 sessions to complete a financial plan to take you forward.
Myers-Briggs decision-making behavioural assessments.
Add check-ins every 3 or 6 months to keep on track.
Add weekly or monthly sessions to change money habits.
Call for a FREE Introduction.