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And move from being worried about money, to a comfort in knowing your money is doing its job of letting you live the best life you can.
Only you can decide what makes the most sense for you to do with your life and your money. My role is to be a guide and a thinking partner. I work to help you identify the right questions to consider while bringing my knowledge and experience to work for you. As an advice only planner I don’t sell anything so my only interest is helping you avoid the big mistakes while making the best choice for you.
Setting up your money to support the life you want to live now, and into the future can take some work, but it’s worth it. As a Certified YNAB Budgeting coach, I can help teach you the method that lets you tell your money what to do, so you’re in control, and able to make the choices you want with your money.
It’s like taking a 4-6 session rock climbing course so you can learn the basics, or a bit more, and then get out there on your own and do it, with some continued support of course.
Got a group of people that could all use some life and money insight? Your company maybe, or a group of friends. Workshops can take a look at the big picture, or specific elements of our overall lives, and how money plays a part. We can tailor them to your specific group, or keep them more broad. They can be more lecture style, or hands on.
It’s like taking an avi course with a bunch of people rather than getting one on one instruction.
When you have a handle on what your money is doing right now, the next step is to set things up so your money can support you long-term, including when you choose to work less or not at all. We will take 6-12 weeks to look at what you’re wanting to do with your life, and how best to ensure your money can support that. We’ll look at Registered Retirement accounts (RRSPs), Tax Free Savings Accounts (TFSAs) and any other accounts or plans that can help you live the life you want.
It’s like planning out that future wilderness canoe trip. You do everything you can now to set it up for success, knowing that as it gets closer, you’ll have to adjust to the reality of the time, but that adjustment is so much easier with an existing plan.
Whether you know what you want to be doing, or need someone to help you figure that out, an ongoing planning relationship helps remove the worry and gives you someone who’s there all the time, to check in with, and to help you learn and grow and move in the best direction for you. Over time we’ll evaluate your spending and saving, your insurance situation, wills & estate planning, and long-term money (retirement) planning. If you ever want to jump start any of that as well, that’s an option.
It’s like having your own personal ski guide showing you the ropes and making sure you find the best lines for the way you ski over time, with the option of some more focused lessons as you go.
Living and working in Treaty 7: territory of the Stoney-Nakoda, the Tsuut’ina, the Blackfoot Confederacy, and historically used by the Ktunaxa Nation, currently known as Banff. | 403.760.3539 | Allan@OutdoorLifePlanning.ca