This isn't about a financial plan...
It isn't about your return on investment or your insurance premium (although, they'll likely be an important part of what we do together).
This is about what you want to do with your life.
How do you want to spend your time?
Where do you want to live?
What are your dreams for retirement?
Who is important to you and how do you want to take care of them when you're not here to do it anymore?
This is about you, your life, and the people you love.
This is about getting your financial goals to support your life, not working your life away to support your financial goals.
This is about helping you to get exactly where you want to go.
A wholesome and holistic look at your financial picture with your goals and dreams in mind. Make sure you're working smarter, not harder.
Do you qualify for the Disability Tax Credit?
If you do and you're not enrolled, you could be missing out.
Get ahead of the game with tailored investments picked just for you, your family, and your goals.
Protect everything that's important to you without paying more than you need. It's a delicate balance and I love to get it just right.