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.
Financial Consultant Nearby Vernon BC

LIFE TOGETHER
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!

