Whether it’s laying the groundwork for your dream retirement on a warm beach, offering strategies to pay down your mortgage faster, or helping you understand your money — I’m by your side every step of the way. Think of me as your financial spotter, keeping your money safe and strengthening your financial muscles to reach your goals and achieve the lifestyle you want.
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Financial planning is more than just investment planning. I take a holistic approach by looking at all areas of your finances and how they work together. I’ll work with you to build a personalized, comprehensive plan.
You mean far more to me than an investment portfolio. From helping you understand the complexities of investments & insurance to empowering you to make smart financial choices, client education is at the core of my approach.
CFP certification is considered the gold standard for the financial planning profession worldwide. We follow a strict code of ethics and have the utmost responsibility when it comes to putting our client’s best interests ahead of our own.
Mutual funds and segregated funds provided by the fund companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and related services are offered through Karalyn Day.