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

 

 

 

Change the way you relate to your money

 

 

 

 

Step 1

 

Book a Meeting

 

 

 

 

Step 2

 

Start Planning

 

 

 

 

Step 3

 

Get Solutions

 

 

 

 

Scroll Down to Learn More

 

 

 

 

 

 

 

 

 

I'm trying something new!  

 

Monthly webinars will cover some of the foundational financial and planning areas, as well as some of the areas that I frequently review with clients.

 

Webinars will cover general information.  These sessions are intended to either get you started on your own organizing; help you shape your questions for an individual meeting with me or to remind you of concepts that you've met before.

 

February's conversation- Investing foundations, part I
Tuesday Feb 6 7:00pm- 8:00pm EST

webinar fee: $10

We're starting this investing conversation from the very bottom- different types of investments; the different 'packages' they come in; how to understand the risk and volatility in the investment itself and connect that risk to your situation.

 

click here to register for Feb 6

Latest Blog Posts

Making a claim to your group benefits policy
2024.05.17 - by: Sara McCullough
This article by Jonathan Got is a great overview of what happens when you need to make a claim on your critical illness insurance policy.   What stod out to me when I was helping one of my clients with a claim through a group benefits policy last fall was how important it is to state your situation, then ask "What coverage do I have?"  "What benefits apply to my situation?"  My client received great advice from the benefits provider, and was eligible for more than he thought... Read more >>
Financial Literacy
2024.02.21 - by: Sara McCullough
My conversation with realtor Nicole Lopez on her podcast focsed on how to build the foundation for financial literacy, make decisions with more confidence and change the way to you relate to your money.   Don't let the title of the episode stop you from hitting play- the conversation is applicable to both men and women!