Plan Beefore it’s too late.

Plan B Financial

Plan B Financial

Happy to be your Plan B financial advisor and insurance broker

Plan B Financial

Happy to be your Plan B financial advisor and insurance broker


Plan Better. 

image1
image2

Events

April 8

Money Monday Lesson 1

All day

Uploaded to the Facebook Page @PlanBFinancial

+ Event Details

April 8

Money Monday Lesson 1

 We invite you to listen to the first lesson of five to build your financial foundation strategy. Lesson 1 - The Reality Gap

All day

Uploaded to the Facebook Page @PlanBFinancial

April 9

Money Monday Lesson 2

All day

Uploaded to the Facebook Page @PlanBFinancial

+ Event Details

April 9

Money Monday Lesson 2

 We invite you to listen to the second lesson of five to build your financial foundation strategy. Lesson 2 - Budgets, Like Diets, Don't Work

All day

Uploaded to the Facebook Page @PlanBFinancial

April 10

Money Monday Lesson 3

All day

Uploaded to the Facebook Page @PlanBFinancial

+ Event Details

April 10

Money Monday Lesson 3

We invite you to listen to the third lesson of five to build your financial foundation strategy. Lesson 3 - The 70/30 Strategy

All day

Uploaded to the Facebook Page @PlanBFinancial

April 11

Money Monday Lesson 4

All day

Uploaded to the Facebook Page @PlanBFinancial

+ Event Details

April 11

Money Monday Lesson 4

We invite you to listen to the fourth lesson of five to build your financial foundation strategy. Lesson 4 - My Wealth Number

All day

Uploaded to the Facebook Page @PlanBFinancial

April 12

Money Monday Lesson 5

All day

Uploaded to the Facebook Page @PlanBFinancial

+ Event Details

April 12

Money Monday Lesson 5

We invite you to listen to final of five lessons to build your financial foundation strategy. Lesson 5 - The Bridge

All day

Uploaded to the Facebook Page @PlanBFinancial

Yes! I want to know what I'm missing!

You may not need these daily financial and insurance tips but you'll never know if you don't at least try a few issues. You can always smash that unsubscribe button.

Welcome

There's much to see here. So, take your time, look around, and learn all there is to know about having me as your financial advisor. We hope you enjoy our site and take a moment to drop us a line or book a time for a cup of coffee and a chat about your insurance or financial needs.

Find out more

Services

image3

Making & Meeting Goals

I start by documenting your goals and then compare them to your current financial portfolio. I use proven investment strategies, including insurance, designed to meet your risk tolerance and stand up against market volatility. And as your financial advisor, you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.


I'm happy to be your Plan B. A second opinion is always a prudent plan of action - your retirement is like a precious diamond and should be treated as such. Don't sell it to the lowest bidder. 

image4

WHAT'S YOUR PLAN B?

Sure, we all have a Plan A, but do we consider our Plan B? For example, we never plan to get sick or injured but when we do, what happens to our goals and dreams for the future if we have to drain our current savings to survive? A solid Plan B with disability and critical illness insurance can make sure your financial present and future are well looked after. 


Our Plan A may be to live to 100, but if something were to occur that shortchanges us and our loved ones, do you have a solid Plan B in place? Plan B would be a sufficient life insurance policy or what I like to call it - Love Insurance - it's is truly the last gift your can leave for your loved ones. 

image5

About Me

As an independent and boutique insurance and financial business,  I've been helping business and individuals safeguard their assets and plan for the financial future they want using the exclusive process I have developed. You'll be wondering where this solution has been all your life.


Licensed in British Columbia and Alberta with the ability to help Canadians across Canada. When I'm not working as an insurance broker or financial advisor, I enjoy reading, cooking, traveling, and living the Okanagan lifestyle with my husband and my little dog Estee.

The Blog

Contact Me

Request A Consultation

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Send me a message, and tell me more about your financial goals and insurance needs. I will get back to you soon to schedule a complementary consultation. It shouldn't cost you anything to meet with a Plan B financial advisor. 

Plan B Financial

Seven-Seven-Eight--Five-Eight-Three--Five-Zero-Eight-Zero

Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed