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®).
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.