A Certified Cash Flow Specialist™ is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.
Our school system has failed to prepare individuals and families with the knowledge required to build wealth and make educated decisions around finances. My passion is to provide that education to at least one individual or family per day.
The inspiration for our practice, is to educate and provide financial solutions that give our clients financial security and peace of mind. Being independent financial professionals, we are able to offer unbiased recommendations to help you achieve your goals, today and tomorrow.
In my spare time, I enjoy vacations with the family and playing music. Continued education is a daily occurrence and passionate pastime.
Our greatest financial asset is income. Financial planning starts with cash flow and our spending habits come from behavioural triggers. Educating our clients on controlling the flow of money, the interest they pay, their credit score, committed expenses vs emotional spending is what drove me to become a CCS Professional.
My dream is to have a world class practice that is a household name in financial services. To exceed client expectations and deliver on our promise of excellence for each and every client we work with.
My short term goal is to complete my CFP (Certified Financial Planner) designation by June 2020 and my CLU (Chartered Life Underwriter) designation by April 2020.
The most common problem I solve is giving my clients their freedom back when it comes to finances. We work together to put an end to living pay check to pay check. Even clients who feel like they make a really good income still feel like they are enslaved to their pay checks. We bring their freedom back.