Financial Planning
That Honors Your Wealth, Your Life, and Your Story
You Were Never Taught How to Manage Money—And That’s Not Your Fault.
There was no "Money 101" class in school.
Nobody handed you a manual on how to plan for your future, your retirement, or that dream cruise you want to take for your 50th birthday.
Most of us were left to figure it out on our own—and it’s easy to feel overwhelmed, stuck, or even ashamed when money feels confusing.
But here’s the truth: you’re not supposed to know all of this by yourself.
Just like you wouldn’t expect yourself to know how to fix your plumbing without training, you shouldn’t expect yourself to know how to build a full financial plan without support.
You hire a plumber when you need help with your pipes—you hire a financial planner when you need help building, growing, and protecting your wealth.
Financial planning isn’t about what you "should already know."
It’s about getting the expert guidance, strategy, and care you deserve to turn your money into a tool for the life you want.
The good news? You don't have to figure this out alone.
And when you work with someone who truly sees your goals and your values, numbers become more than just numbers—they become tangible proof that your dreams are happening in real life.
Financial planning services are available for Alberta and B.C. residents.
Find Calm, Clarity, and Confidence with Your Money
Money is emotional—and trying to manage it alone can feel heavy. But when we work together, you’ll feel supported every step of the way. Financial planning with me can give you:
The freedom to stop worrying about "what you’re missing" and start living intentionally.
Relief from the cycle of confusion, shame, and second-guessing.
A clear, grounded plan that reflects your life and dreams.
Steady guidance through major decisions, life changes, and growth seasons.
The deep satisfaction of feeling financially empowered—on your terms.
Investment Planning & Portfolio Review
Plain-language review of your current investments—including how your money is allocated, whether it aligns with your goals, and clear next steps to maximize growth.
→ Clarity on your current portfolio, risk level, fees, and performance — and align it with your future.
Insurance Planning & Protection Review
We assess your current coverage, identify any gaps, and ensure your insurance truly protects what matters most—without overpaying or feeling confused.
→ Protect your income, your family, and your legacy with the right structure — not the standard sales pitch.
One-Time Investment Review
Professional insight, no ongoing commitment required. A review of your current investment portfolio, whether it aligns with your goals.
→ Ideal if you want a second opinion or fresh perspective before making changes.
Annual Reviews + Ongoing Support
Life changes—and so should your plan. You’ll receive yearly updates, proactive strategy adjustments, and trusted guidance whenever you need it.
→ Know your plan is always evolving with you—so you never feel behind or unsure..
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Let’s connect to explore your needs, goals, and whether this is the right fit.
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When we decide to move forward, you’ll receive a clear, professional service agreement for review and signature.
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Complete your onboarding checklist and gather key financial documents—we’ll guide you through it all.
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In our first official meeting, we begin mapping out your goals, values, and current financial landscape.
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Behind the scenes, I’ll build your customized financial plan, designed to reflect your goals and priorities while providing clear, actionable strategies to move forward.
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You’ll receive a complete, written financial plan—tailored to your life, values, and vision. Together, we will review, tweak and make sure you understand every aspect to align with your goals.
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Together, we set up systems, take action, and make the plan real—with guidance every step of the way.
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Your plan evolves as your life does. We’ll check in regularly to review progress and make smart adjustments.
Every step is built around you—your goals, your pace, your vision.
Real People - Real Stories
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"Kim's extensive investment knowledge made complex concepts easy to understand, and she showed me that goals I once thought were our of reach were entirely achievable."
Taryn G.
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"Kim's expertise in the financial industry is unparalleled.
Chelsey T.
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"Kim is so knowledge in both Financial Planning and Coaching. She has a way of putting people at ease and has confidence in what she is delivering. Professional, kind, and well spoken. She offers excellent solutions and was great with follow through."
Emily C.
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Kim has been incredible! Not only helping me understand my investments but with overall investment performance! I moved my stuff from the bank, and I'm making double digits! Never, in my 10 years at the bank did I make that kind of return!"
G.S.
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"I took an investing class with Kim and I really appreciated how she broke down complicated aspects into easy to understand content."
Financial Strategy Options & Pricing
Comprehensive Financial Strategy Package
CLIENTS WITH UNDER $150,000 IN INVESTABLE ASSETS
Please inquire with a Clarity Call
This includes:
Strategic planning sessions & goal setting
Annual reviews + plan updates
Ongoing access for questions and guidance
Ideal for women ready to get organized and build long-term wealth—without relying on a big portfolio to get started.
Investment Management & Advisory
CLIENTS WITH $150,000+ IN INVESTABLE ASSETS
Ongoing planning included via 1% trailer fee
This Includes:
All full-service written financial plan included
Ongoing investment support + plan evolution
Transparent, performance-aligned structure
This model is built to grow with you—so your financial support stays strong as your wealth expands.
Hourly Financial Consulting
NEED CLARITY ON A SPECIFIC DECISION OR FINANCIAL TOPIC?
$250/hour (minimum 1 hour)
Great for:
Investment questions
Debt decisions
Life transitions or one-time support
You get expert insight without a long-term commitment.
Standalone Portfolio Review
NOT SURE HOW YOUR CURRENT INVESTMENTS ARE DOING?
Flat Fee: $275
You’ll receive:
A full review of your portfolio (any provider)
Plain-language breakdown of performance, fees & risk
Personalized recommendations for improvement
When you choose to move forward into full planning, this fee is applied to your package.
Alyssa Kerber
“I met Kim when I had just left a relationship and my finances were a mess. Kim went over everything with me and showed me where I could make some adjustments. With her advice and support I was able to pay off all my debt, start working on building my savings and even start making some investments. within a year I was in a much better place.”
Financial Planning Frequently Asked Questions:
Q: Do you offer insurance or investments?
A: I’m licensed to offer both insurance and investment products. I work with a variety of providers to ensure the recommendations align with your goals, values, and financial strategy.
Q: What if I already have a financial advisor?
A: That’s completely fine. Some clients come to me for a second opinion, or to explore a more personalized and values-based approach. There’s no pressure to make changes unless it aligns with your goals.
Q: What’s the difference between coaching and financial planning?
A: Money coaching focuses on your relationship with money—your mindset, habits, and emotional patterns. Financial planning is more structured and strategy-based, where we build out your full financial roadmap. They’re offered separately, but many clients benefit from both.
Q: How do I know if I need insurance planning?
A: If you’ve recently purchased a home, started a family, changed jobs, or haven’t reviewed your coverage in a few years, it’s a great time to take a fresh look. I help you understand your options and ensure you’re not overpaying, or under-protected.
Q: I don’t have a lot of money to invest yet, can I still work with you?
A: While I generally work with clients who have at least $100,000 in investable assets, I’m always open to conversations with individuals who are serious about building long-term wealth. If you’re just getting started, we can use the consultation to explore your goals and determine whether there’s a service that fits your current stage.
Q: Do I have to buy financial products from you?
A: No. Many of my clients come to me for planning and advice only. If we explore products like insurance or investments, I’ll always explain your options, be transparent about any commissions, and only move forward if it feels aligned for you.
Q: Is financial planning only available in Alberta and BC?
A: Yes; for regulatory reasons, my licensed financial planning services are available to residents of Alberta and British Columbia. However, my coaching services are available to clients worldwide.
You don’t have to do this alone.
You’ve already taken the first step just by being here. That tells me you're ready for more—more clarity, more confidence, and more control over your financial future.
Whether you're feeling unsure, overwhelmed, or excited about what's possible… I'm here to help you build a plan that feels empowering, personal, and sustainable.
Let’s take the next step together—calmly, clearly, and with care. Book your clarity call below.
