(403) 681-7951
sarah@sarahwilsonconsulting.ca

MY ROLE

My role as a financial planner is to help you to look at your whole financial picture and then simplify it so that it matches your lifestyle goals.

YOUR PLAN

A written financial plan with concise and attainable goals. The plan specifies the steps and strategies to get from here to where you want to be.

YOUR REVIEW

Comprehensive financial planning looks at the big picture. It considers all the relevant aspects of your life including lifestyle analysis, tax management, retirement analysis, estate planning, philanthropy, business succession planning and debt or risk management.

ABOUT SARAH WILSON

I have been a financial planner since 2004 and am fascinated by how a plan canhelp us all become accountable for our goals. With planning; with monitoring the plan; and then adapting the plan to life’s events, we are able to gain peace of mind.

On the professional side I am a Chartered Professional Accountant (CPA), Certified General Accountant (CGA) and I hold the Certified Financial Planner® designation (CFP®).

FINANCIAL PLANNING TO GIVE YOU PEACE OF MIND

Services We Provide

INDEPENDENT FINANCIAL PLANNING

My role as a financial planner is to help you to look at your whole financial picture and then simplify it so that it matches your lifestyle goals. Together we explore the desires.

We usually start with a preliminary meeting or call to discuss your goals and desires for your income and expenses and net worth (however vague those thoughts maybe at this moment).

Since you have unique circumstances and I provide customized planning, my fees depend on the complexity of your situation and the time and work involved.

Clients’ Testimonials

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