Families

Services / Families

Provide for loved ones
now and into the future

You may have started some planning for your future and what that looks like is you have some savings and investments across different institutions and accounts.

But having savings and investments is different than your investments and savings actually working for you in this stage of your life.

Going from single to married to having children requires different money strategies. What worked for you before — just a place to keep your money without expert advice — no longer serves you. What you need now is a 360 degree understanding of how your financial planning ties into the life and lifestyle that you want.

What factors influence planning for families?

Here are some factors that may influence the development of your planning:

We provide 360 degree insight and direction for your financial planning and help you and your family gain clarity and confidence to have the life and lifestyle that you want now and in the future.

Felicia has provided our family with sound, simple and strategic advice that reaches beyond just our financial goals- she makes sure they are aligned with our personal values. Our meetings always start with a check in where we provide Felicia with any updates that may affect our financial planning. She always reviews our past goals, and helps us make sure our current goals are in line with our long term goals. Felicia is non-judgemental and honest, and she puts our needs first. She doesn’t push any products or make us feel pressured to purchase anything.

Emil and Bernice Khong

Get in
touch with us

No pressure. No sales pitch. No cost. No obligation. Just a friendly conversation with the goal of getting to know each other and to explore whether or not we are a fit to work together.