Success Today.

Financial Freedom Tomorrow.

Both are in reach even if you don’t think you earn enough!

Let me show you how.

If you’ve recently gotten a business off the ground or excelling in your field of choice, you may be thinking it’s time to reward yourself in-between all of the to-dos on your list. By all means, enjoy a nice dinner out. Buy yourself a little gift. You deserve it all.

But the thing you deserve most is a plan to save, invest and capitalize the hard-earned dollars you’re earning right now—no matter how much (or little) that is.

When is a good time to start?

The simplest answer is: right now. You should always be thinking about your financial health. But as an entrepreneur or professional in any field, you know you should be taking action if you:

  • Currently make $3K, $5K, or $10K plus on a consistent basis
  • Plan on sticking with this business for the long haul
  • Want to plan for a comfortable retirement even if that’s 20+ years away
  • Need gentle, but specific guidance on exactly what to do with your money
  • Prefer asset management advice from an independent representative not affiliated with, or selling, a specific financial product

You’re in the right place.

My name is Karen and I have a passion for finance. My favourite aspect of being an advisor is working with entrepreneurs, individuals and families to help them build on their success now and into the future. My roots in this industry go back to childhood. My father opened Merrill Lynch in Tokyo, Japan. And I was taught to save and budget when comic books were still my only expense.

To date, I have helped individuals, families and businesses create solid short and long-term financial goals.  Those who use my services come away with a GPS (plan) that’s specifically designed to meet these goals.  I regularly assist in identifying and choosing financial products that best suited to any family situation, including insurance policies, investment options, savings funds, retirement plans and more. 

Together, we will explore real life-solutions to achieving the 6 pillars of financial freedom:

Positive Cash Flow Management

Let’s figure out how you can earn more income and reduce expenses now!

Debt Management, Consolidation and Elimination

Lighten the load and stop allowing debt to hold you back.

Wealth-Building Strategies

Strive to outpace inflation and reduce taxes with professional money management advice.

Emergency Fund Creation

Expect the unexpected with 3 – 6 months income in savings.

Proper Asset Protection

Protect against loss of income. Protect family assets.

Preserve Your Hard-Earned Wealth

Take advantage of every tax advantage possible while building your family legacy.

Ready to set yourself up for long-term success & financial freedom?
Schedule a free 15-minute call to get started today!

Most families in America today fall into one of the following categories:

Family A – Majority of Population

  • Earn $100,000 or less
  • Have a job and a 401(k) Plan
  • Own term life insurance
  • Rent a home
  • Save money in the bank
  • Carry credit card debt
  • Enjoy minimal tax advantages
  • Have no advisor and/or plan

Family B – Small Percentage of Population

  • Earn $250,000 or more
  • Own a business
  • Own permanent life insurance
  • Own a home
  • Save and invest using a diversified portfolio
  • Live debt free
  • Maximize tax advantages
  • Work with a financial professional

Lucky for us—financial status is not permanent or static. Much is in our control to change. I grew up in a Family B household where money was not a concern.  As a young adult and single mom, I became the head of a Family A household. Through an MBA education, hard work and a love for what I do, I turned things around. Today, I am rewarded every time I have the chance to teach others what I now know. Whether you want to simply start saving or ready to add to your investments, I can help!

Make Sure Your Family's Financial Future is on Solid Ground

A Solid Foundation is Essential to Standing the Test of Time.

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