I am a life planner and money strategist. I work with middle aged families, business owners, professionals, retirees, anyone who is serious about securing their financial future.
The financial industry is filled with more uncertainty now than ever before. I see people who had way too much exposure to downside risk in 2022. I see people who can’t afford to cook healthy meals for their family because a head of lettuce has triple in price and their mortgage payments have doubled.
These people are one job loss, divorce, major life transition away from losing everything they’ve built and they’re feeling frustrated, out of control, and lacking peace of mind.
I support these people through identifying and organizing their financial priorities so they can sleep at night with the peace of mind that they have a tailored plan to secure their finances and their kids financial futures.
I provide people with a free 1-hr strategy session where I give some very specific tips on how they can prepare and protect their financial strategy through all of life transitions and market cycles.
Please contact me for a free 1 hour strategy session.
What’s important to you?? Let’s find out with this short 3-minute quiz: https://mypriorities.edwardjones.ca/?faNo=873642
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