Gaining control and visibility over your finances can be an emotional and overwhelming task. But, it is very important, as your financial health and confidence can have a direct impact on many aspects of your life. And there is no better time than today to get started. I would love to be an encouragement that helps you gain confidence in all aspects of your financial health. This can include risk management (insurance), investment planning, retirement and education planning, tax planning and estate planning.
As a financial planner, I believe each of these areas need to be explored in light of your individual goals and decisions can then be made on the actions that need to be taken. This process is always collaborative and the ultimate decision maker is you. My role is to ask the questions relevant to your goals and life stage based on my knowledge and experience so that you can make an informed decision on the next steps. Many decisions impacting our finances are typically made quickly, out of necessity and in a silo without the appropriate level of knowledge or understanding of their impact to your overall financial health.