Financial Consultant Nearby Vernon BC
YOUR NEXT CHAPTER
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, Registered Retirement Consultant (RRC®), Insurance Agent, and Myers-Briggs Coach. You can choose in-person or online learning options.
In this program, we will:
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Identify, clarify, and prioritize your financial needs and concerns—during and after the legal process.
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Prepare your Financial Statement (Form 4 or Form 8), which declares income, expenses, debt, assets, and undue hardship.
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Clarify support levels to meet the changing needs of you and your children.
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Ensure details such as life insurance, taxes, retirement plans, and estate planning are managed.
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Complete legal intake forms.
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Explore the pros and cons of various settlement scenarios.
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Create a balanced strategy to manage your divorce settlement for lasting financial stability.
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Create a Save & Spend Budget and strategies that work for you.
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Practice using a spending and saving app or tool.
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Strengthen your goal-setting skills.
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Use Myers-Briggs to help you make better decisions.
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Expand your financial knowledge to make informed financial decisions.
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Establish a foundation of trust & guidance to rely on at any time.
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Work with your lawyer and accountant.
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Expect customized strategies and insurance or low-cost investment options.
SESSION RATE: $125
We will work at your own pace on the topic that is important to you!
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Add check-ins every 3 or 6 months to keep on track.
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Add weekly or monthly sessions to change money habits.
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Book your FREE 20-minute Financial Services Introduction today!
"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