I’m a fee-only financial planner. What I offer is financial planning as a stand-alone service. In other words, I don’t sell insurance products, or manage investment accounts. What I do, is deliver truly independent, neutral and comprehensive financial planning that is rooted in a coaching approach.
I consider myself an advocate for the financial planning profession. I’m passionate about the profound difference that serious financial planning can make in people’s lives – not just when they retire, or if they die, but in their daily lives. I have seen my clients’ entire relationship with money transform. Working with people on that level, and witnessing that kind of seismic shift is what gets me out of bed. It’s why I do what I do.
A bit about my qualifications: I’m a Certified Financial Planner professional, and an active member and volunteer with the Financial Therapy Association. I’m a currently a graduate student at Kansas State university in their Financial Therapy program, and I am also working toward the Trust and Estate Practitioner Designation.
I’m a citizen appointee to the City of Coquitlam’s Culture Services Advisory Committee. My friends tell me that I ask a lot of questions. That’s probably because I’m interested in many, many things – both within my profession, and outside of it. I’m a wife and mother of four, a life-long learner, a lover of the arts, and a total nerd. My laugh is way too loud – especially when I’m nervous.