FINANCIAL LIFE PLANNING
A financial life plan shows you how today’s decisions will affect your future decisions.
Keeping track of what you have and what you owe is the first step to good stewardship of your money.
Having a professional prepare your tax returns ensures you keep as much of your money as possible.
Financial Planning and Accounting Services in One Package
Most professionals and small business owners spend the bulk of their time running their practice and business and forget that the reason they went into business in the first place was to provide a secure financial future for themselves and their family. The Good Steward Financial Planning and Accounting Services combines the elements of sound accounting practices with personal financial planning to help you achieve your life goals.
How We Help
The Good Steward Financial Planning and Accounting Services provides a multi-disciplined approach to helping you become a good steward of your financial resources.
DISCOVER YOUR VALUES
How you look after your financial resources and what you spend your money on is a reflection of what you value most in life. We’ll help you identify those values so you can make choices that are in alignment with them.
DEVELOP YOUR VISION OF LIFE
You are in charge. The life you want for yourself and your family belongs to you. Our job is to help you identify that vision and guide you in developing a financial plan to achieve it. It’s your plan, not ours.
PROVIDE THE TOOLS AND TRAINING
Whether it’s helping you make financial decisions using interactive financial life planning tools, starting you on a cash flow plan to help you manage your debt or setting up your accounting system and training your staff we are here to guide you each step of the way.
ASSIST IN IMPLEMENTING THE PLAN
You may need help with your accounting or filing your taxes. Perhaps you need to find investments or insurance to put your plan into action. Whatever the case may be, we can help. If we don’t do it ourselves we’ll help you find the resources to do it for you.
With maturity comes a desire to share the knowledge and wisdom acquired over a lifetime of experience. I am a formerly certified by FP Canada, Certified Financial Planning professional (2009-2020), a QuickBooks ProAdvisor and a registered CRA income tax e-filer. I’m here to help you navigate the pathways of your life so you can become the good steward of the financial resources God provided you on your journey through life on earth.
I’d love to hear your story