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Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development
P: 519-569-PLAN(7526)
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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.

 

 

 

 

 

 

 

 

 

 

 

 

 

How and Why Your Advisor Talks Matters to You

Friday, January 26, 2018


"We've all had really great conversations. The kind of conversation where you walk away feeling engaged and inspired or that you've been perfectly understood. There is no reason why most of your interactions can't be like this." Celeste Headlee, journalist


You can create that kind of plan with that kind of mindset. When you have the right advisors, your plan, and it's execution, will be engaging, inspired and based on a thorough understanding of you. To start your plan, book an introductory appointment.  519-569-7526 or [email protected]


 

 
Sara McCullough at 11:44 AM
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