Financial Consultant Nearby Vernon BC

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Separation & Divorce Preparation

This personalized program is designed specifically for individuals who are experiencing a separation or divorce. We will provide guidance and assistance in making fully-informed financial decisions to ensure you land on your feet and with the lifestyle you deserve. 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.

Mother and Daughter in Farm

In this program, we will:

  • Identify, clarify, and prioritize your financial needs and concerns—during and after the legal process.

  • Prepare your Financial Statement (Form 4 or Form 8), which declares income, expenses, debt, assets, and undue hardship.

  • Clarify support levels to meet the changing needs of you and your children.

  • Ensure details such as life insurance, taxes, retirement plans, and estate planning are managed.

  • Complete legal intake forms.

  • Explore the pros and cons of various settlement scenarios.

  • Create a Save & Spend Budget and strategies that work for you.

  • Practice using a spending and saving app or tool.

  • Strengthen your goal-setting skills.

  • Use Myers-Briggs to help you make better decisions.

  • Expand your financial knowledge so you can make fully-informed financial decisions.

  • Establish a foundation of trust & guidance to rely at any time.

  • Work with your lawyer and accountant.

Mom and a Child

3 Session Minimum

PRICE: $125 GST Per Session

Add sessions as often as needed to continue the conversation.

"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."

J.B. 2021