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


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What my Client Said

Here's what one of my clients said about working with me (emphasis added by client):

 

Our family have been clients of Sara's for over 10 years.  Throughout our journey with Sara as our financial planner, she has taken the time to get to know all of us as individuals, supported us in our savings and financial organization, while concurrently encouraging us to live life now, reap the benefits of our hard work now.   Specifically, Sara was able to nudge us towards being more generous with ourselves and organizations we support, while continuing to commit to careful savings for our future.  Our adult children both have excellent relationships with her as well, and in their own early years of saving, she is encouraging them to live life now, while still being sensible about saving for their futures.  I feel comfortable that their decision-making is supported by someone who really knows them, and is knowledgeable, caring, and committed to their future successes.

 

Thoughtful feedback is so valuable.  It's allowed me to make adjustments, understand what works and what doesn't.  These comments from my client also helped me to articulate how my clients have changed me.  Watch for my 'backwards video' on how working with these clients has changed me, and why I'm happy it did.

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