Client service is my first priority, therefore, the plans below allow time to answer questions, address concerns, dig into the details, and consider fresh, realistic solutions.
Providing a trusting, compassionate environment which will allow you to share your beliefs about money and be transparent about your financial situation & capacity is my goal,
your new skills, tools and confidence are the results. I use NaviPlan and Myers-Briggs to power the financial planning experience.
PLANS & SERVICES
call 250.306.1256 to book your
Free 30-minute Discovery Conversation
We want to ensure this is the right process & fit.
Financial Consultant Nearby Vernon BC
During Covid we can meet via a free virtual meeting option such as Zoom
or in a Covid aware environment.
Benefits of virtual-coaching include:
There are no distractions which means our time together can be focused entirely on you.
I work in a private and secure place to assure confidentiality.
It is very convenient. We can meet on your phone, tablet, or computer.
We can set appointments quickly. It's easy - you receive a link in your email.
According to the International Coach Federation’s 2008 Global Coaching Study,
more than 40-percent of coaches worldwide work with their clients by phone.