What You Need To Know Before Leaving The Family Nest
For the Her World August issue this year, I had the privilege to contribute to a story titled “Are You
Financial planning is about taking responsibility for your own financial well being. It also includes checking your financial pulse rate at regular intervals to ensure that your are in a continually healthy state.
Since 2005, Karen has been helping professionals and executives protect, build and preserve their wealth. She is a Certified Financial Planner™ – that means quality advice and vital expertise for her clients.
Most financial planning starts with an assessment of goals. The approach that Karen takes in creating a unique financial plan for each individual is holistic and it focuses on the person’s financial and non-financial priorities.
Karen provides a range of Personal Financial Advisory Services. This includes Risk Management, Investment Planning, Retirement Planning, Children’s Tertiary Education Planning and Estate Planning.
Karen’s clients trust her for her sound unbiased advice and professional ethics. Get in touch and schedule a consultation with her to assess how she can help you to achieve your financial goals. The process begins now.
Comprehensive financial planning means addressing a person’s financial needs and concerns holistically as opposed to looking at them from a ‘piecemeal’ approach. The range of financial planning services that Karen provides include:
For the Her World August issue this year, I had the privilege to contribute to a story titled “Are You
What is an executor and what does it mean to be an executor of a will? It is an honour
I have been asked this question quite a lot in the past 6 months. Hence, I thought it would be