About

I believe a Cash Flow Plan is a great financial starting point, in order to better understand the individual’s I am working with. Before one can truly help an individual or family you need to understand what their goals and dreams are. We all know we need to save money and protect ourselves and our family, but why? We need to know the reason.

My job is to help people realize their dreams and goals and support them in putting their finances in order, to reach those dreams and goals. My years of experience and product knowledge is useful in ensuring all aspects of their financial planning is addressed, but to start with the basic, cash flow is something individuals can relate to very easily.

There is enough going on in everyone’s life, and concerns over money and debt affect us all. A cash flow plan simplifies those concerns. It gives people a track to run on. It is much more enjoyable and rewarding to focus on something one wants and to know there is a plan in place to make it happen. Something measurable that one can feel good about. A written plan supported by a CCS, who is there to quarterback the plan. My clients now feel they don’t have to ‘do it alone’ and I get to be there when they celebrate their success.

Dreams and Goals

My own dream of living in the beautiful Okanagan has materialized. I love the outdoors and am blessed to live here. My short term goals will continue to be travelling to explore other parts of the world. It is through travel that I have learned to appreciate all that is here and live a simpler life.

What Problems I Solve:

I have assisted clients in feeling good about their money situation. They know they are doing well financially and I have provided them the visual plan which keeps them on track moving towards their personal goals.