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Personal Financial Planning

Financial planning allows you to understand how each financial decision you make affects other areas of your life.  By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your priorities are on track.

Five stages of life:

First Job: Developing your priorities

I’m broke with all these student loans! How do I pay all this debt? How do buy a house? I need to build my career and find a life partner!

Tying the knot: Building a strong foundation

Who pays for what? How do we communicate about money? Spenders vs. savers. Solutions to conflict with money in relationships.

Building a family: Monitoring your priorities

Do we pay off the mortgage? How do we afford secondary schooling for our children? What about retirement? We are building wealth but we also want to have fun (we have not been on a vacation for YEARS!)

Single Again: Rebuilding

Not every couple separates and you do NOT want to plan for this event but one of every two unions will sooner or later end in dissolution. If you are in that situation, Wendy, as a CDFA, is expertly trained to help you move from chaos to order.

Nearing Retirement:  Evaluating retirement readiness

Do we have enough? What type of retirement do we want? When do we/I retire?  What do I want to accomplish in the last stage of my life? 

call or email for a free quote to meet your individual needs


 
 

Wendy's approach to financial planning is proactive and thoughtful.  As a financial planner who really cares, Wendy truly listens to you to ensure your financial plan reflects your wants and needs, making it easy to follow, which gives you confidence as you move forward in to the future.   

Debra Cadrain, Client


You are kind, compassionate, caring, knowledgeable, intelligent and patient person and always looked for the best in people. Also that you are very knowledgeable about the banking system and investments.”

Gisele Deault, Client


 
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About Wendy