I am an independent financial advisor and coach. I went through my own journey of financial struggles, which ignited a passion for helping others create and maintain wealth.
I have developed a process that puts my clients in control of their finances now, and forever. When you work with me, you can expect a fully supportive experience. I base my practice on building strong relationships with my clients and their families. I focus on providing education, support and the best in financial services.
BUILD TRUE WEALTH.
Expertise. Engagement. Support.
I work with clients to provide an exceptional financial planning experience that is catered specifically to their needs.
My process focuses on building real wealth for families, from any starting point
FINANCIAL CHECK UP
Where We Are
In our initial meeting we'll lay it all on the table. We'll address where you are now, and where you want to be in the future. I'll gather information and introduce tools that we will review for our next meeting.
A Comprehensive Approach
At this meeting we will work together, with tools and resources, to map out your success. We'll review plan options and decide how we can best implement the steps we've outlined.
IMPLEMENTATION AND SUPPORT
Once our plan is created we'll work to implement the solutions required. Financial planning is anything but stagnant. We will create a plan for follow up to ensure you are confident, and supported to live your best financial life
Shawna met with us originally to help us get out of debt. We will be completely debt free in 14 months and will be ready to purchase our dream home within 2 years.
Ben & Lisa
We went to Shawna for a second opinion on our plan. We found an extra $400/month to put toward our goals, and discovered we could be paying much less tax than we are. Our new plan puts us years ahead.
Ahmed & Danielle
After my divorce I began working with Shawna. She met with me monthly to help me transition to being on a single income. I am very grateful. I know now that everything is going to be okay. My boys will be able to go to college, and I will be able to retire at 60. What a relief!