Financial Planning

The best version of your life is waiting for you. Make positive progress towards your life’s dreams and ambitions.

Financial Planning

The best version of your life is waiting for you. Make positive progress towards your life’s dreams and ambitions.

A Financial Plan Designed for Progress

Combining all aspects of your financial life — like cash flow, savings, investing, debt, assets, and family circumstances — with your dreams and aspirations, we’ll help create a plan that fits your real life and is designed to help you make progress.

Financial Planning Personalized to You

A plan that reflects all your investments, not just the ones with The Lifestyle Protector™. A plan that identifies strengths and opportunities as well as risks and gaps. The ability to look at your options and adjust your plan, timeline, or objectives any time. If you’re off track, we let you know — and recommend ways to get back on track.

• How We Help •

We help understand your life’s big picture.

Step 1

Tell us about your life.

Personal finances are, well, personal. Share with us key details about yourself, your money, and what’s most important to you — things like your salary, what you own and who you owe money to, when you’d like to stop working, and your aspirations.

Your financial plan is personalized to you. No two plans are alike. We’ll start from where you’re at and build from there.

All aspects of your financial life are covered — cash flow, debt, saving, investing, property, and risk — not just the insurance and investments you hold with us. Let’s start creating your future today.

Step 2

Get your personalized Financial Game Plan.

We use your current circumstances to design a financial game plan to help you get on track to reach your dreams.

Whether your focus is short, medium, or long term, you’ll have a comprehensive financial game plan designed to protect your lifestyle and help you make progress.

    • Stop second-guessing your decisions
    • Remove spending and investing uncertainties
    • Know what you need to retire

Step 3

Start where you are.

Whether you’re starting from scratch or coming to us with existing financial strategies in place, don’t worry — we’ve seen it all.

Many people haven’t yet realized that you’re more likely to save at double the rate when working with a financial advisor as compared to going it alone. You’ll also more readily take advantage of opportunities and close gaps. Now that’s what we call protecting your lifestyle for the rest of your life.

With a comprehensive financial plan created by experts, you know that all aspects of your financial life will be considered. And, in certain circumstances, the financial planning project fee can be waived. We share how at our first meeting.

• Save & Invest More With An Advisor •

• Kind Words From Clients •

There is nobody as thorough as Lynn when it come to looking at your overall picture. I only wish I had met her in my 20’s to help create a plan and not be as crazy with my money.
— Peter

The Lifestyle Protector™ helps build your financial strength.

Find Your Financial Confidence

Your future depends on what you do today. A personalized and well-crafted financial plan allows you to get what you want out of life.

Stop playing your finances by ear and let us help you create a plan and financial future you can feel confident about.

Schedule your 30-minute complimentary session today!

P: 604-833-0348
A: 1322 - 1111 West Georgia Street, Vancouver, BC, V6E 4M3

“The future depends on what we do in the present.”

― Mahatma Gandhi

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