Vancouver, British Columbia V5K 2S3
My goal is to help ease the stress as you go through life's major transitions, be they planned ones like retirement or unplanned ones like separation and divorce.
When a client chooses to work with me as a Certified Financial Planer for retirement income planning, they get a financial strategist who is there for the long haul. I start with learning about what's important to you, as they is different for everyone. Then, we partner together to come up with a plan so you can live your life aligned to your values and what matters most. My job, on an ongoing basis, is to keep your feet to the fire and work the plan, as well as adjusting the plan as life goes on.
When it comes to separation and divorce, I utilize my skills as a Chartered Financial Divorce Specialist to help my clients uncouple their finances with clarity and confidence. I can help you 1) with any one, or all, of the necessary financial steps during and after the separation; 2) identify and assess possible financial options that will address your unique situation, needs and interests; and 3) explore the possible ramifications of a particular settlement to your longer-term future.
When my marriage ended in 2007, I was a stay-at-home mom with 3 young boys, and had $1000 in my own bank account. I had never felt so lost or so alone. As I was walking on quick sand, I knew I needed to figure out who I was going to be while keeping my kids' emotional stability as my primary goal. I became a CFP so that I could get on top of my own finances and to help others with theirs. The pieces of my "Why" really came together when I started being part of the Collaborative Divorce community. I strive to balance feeding my heart (spending time with people I love), feeding my soul (doing the work I love), and feeding my brain (perpetual learning).
University of British Columbia, 1989
Certified Financial Planner - 2015
Registered Retirement Consultant - 2012
Elder Planning Counsellor - 2016
Chartered Financial Divorce Specialist - 2017