Our Services

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We look at your current situation and help you identify opportunities to get smarter with your money.
Making the most of what you have is the first step. We can help you:​

• Articulate where you are and where you want to be, forming the basis of our advice.
  
• Simplify your finances.
  
• Manage your cash flow in a smart way.
  
• Streamline your debts to free up money.
  
• Make your money work harder for you.

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If you are a business owner or would like to be, we hear you! As a small business, we can offer support and look at opportunities to generate long-term wealth through your business.​

"Complimentary yet Priceless" Your personal Financial Inner-View® Experience will change the way you look at investing.

Great financial advice is designed to offer strategies that work towards your financial goals – and they must be flexible enough to change as your circumstances change. If you think your money could be working harder for you, talk to us.
Strategies may include:​

• Choosing investments that complement your financial goals.
  
• Saving for retirement and taking full advantage of this tax-effective environment.
  
• ​Retirement income streams to grow your capital even in retirement.
  
• Helping you manage your business assets and their many benefits.

I knit and sew. When I am crafting, I take raw materials and make them into something. Sometimes it is a slow and time-consuming process. Sometimes it is frustrating and unpredictable. The result is lovely and enjoyable. 

You might not think this has anything to do with Financial Planning. Working with a client on their financial plan is much the same. I take dreams, goals, assets, savings patterns, end dates, data, returns, family dynamics, and market conditions, and I create a fluid working plan. Planning for my client's dreams and goals may require a slow and time-consuming process, but the result makes their futures better, less stressful, and more enjoyable.

A serious accident or illness can happen at any time and severely impact your lifestyle. Being prepared with an appropriate risk protection strategy can ease the impact.

Selecting appropriate insurance coverage to complement your overall financial plan is important. Life, total and permanent disability, trauma and income protection insurance are all options to consider and we can help you structure them so they do not restrict your cash flow.

Estate planning can help protect your assets and avoid unfavorable outcomes or disputes. We work closely with your attorney and accountant to develop an estate plan that protects your loved ones, long after you’re gone.

Business protection and succession planning are critical for small business owners who need to consider business continuity if you lose a key person or are forced to sell.

We want you to be confident you can maintain your current lifestyle even if impacted by illness, injury or death.