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Book a No-Strings Interview
Have questions? Please ask! I would love to hear about your specific situation and can solve some financial problems over the phone. You have the time to interview me and we can decide if our approach to financial planning is a good fit.
If you answer yes to any of the questions below, KFLA could be right for you. Book now to find out more.
Do you need clarity on your next steps? Is your life changing significantly? Have unanswered questions? Want to learn & understand more? Curious about alternative strategies? Figuring out how to finance the big picture? Need help managing money? Value a professional opinion of your financial plan?
Find out what fee-only financial planning feels like.
warning
This is a sales-free service. We are not sponsored to sell any products or limited by any jurisdiction. We are heavily educated and constantly researching. We adhere to FP Canada’s ethical principles and are not afraid to tell you the truth. Our advice will change over time.
Your money will not be directly in our hands and we cannot execute trades on your behalf. We will suggest three separate options in recommending any professionals, products, or services. All final product or strategic decisions are your responsibility.
Your CFP is not limited by non-compete contracts or corporate relationships. No contract extends past twelve months. We reserve both your and our rights to sever the contract at any time on a pro-rated basis. Occasionally, brokers pay referral fees; these amounts will be donated to your charity of choice.
P.S. We're a Secret
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