Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development
 
 

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Happy 2025!

 

Want a broad overview of how to think about your finances and set goals for this year?

 

This article by Srvindhya Kolluru has tips from myself, Blair Lukan and Scott Plaskett.

 

 

 

 

 

 

 

 

 

 

 

 

 

Financial help when you're separating

 

When you're separating from your spouse/partner, it's hard to know what to do.  Sometimes, it's harder to know what to do with the advice that you're receiving- some advice is from professionals, some comes from those close to you, some comes from out of left field.  With all of that advice, and with the long-term repercussions of the decisions made in this uncertain time, how do you choose who you're taking advice from?

 

In this video, I talk about how I work with clients in this situation.  As a Certified Divorce Financial Analyst, I have a process that I go through with clients to help them make the best possible decisions and create clarity in both the current scenario and future scenarios. 

 

And, I've left in the usually-deleted first moments of the video- where I'm trying to get comfortable on camera- enjoy!

 

 

 

 

 

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