Financial Tune-up 

$100/hour

You need to make a financial decision "to get you where you want go". 

• You call & brief me on your situation, questions, goals, etc.

• We set a meeting in-person or via Zoom.

• You send me your financial data & I prepare a draft plan.

• We meet to define goals, discuss your options & pros and cons.

• Create "Save & Spend" strategies that work for you!

• Get to know what savings options are available at your bank.

• A personalized plan to move forward is your result.

• (This can be one or two sessions depending on your current situation and goals. You decide! You leave your investments where they are.)

• Benefit from support and guidance along the way.

Future add-on: Schedule sessions to Celebrate & Adapt every 6 to 12 months,

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Financial Consultant Nearby Vernon BC