Clear Worth Financial Group

Building a financial plan can feel like a puzzle - where do all the pieces fit?  That’s where I come in.  Together, we’ll look at three key questions: Where you are, Where you want to be, And what matters most to you.  It’s about creating a plan that’s as unique as your goals and dreams. Today is the perfect day to start putting those pieces together. Let’s turn your questions into a clear, actionable financial roadmap. ➡️ DM or visit our website at the link below to learn more and schedule a time to chat with us. https://lnkd.in/gZDqhKTX

Ladies if you are still trying to figure out how to manage your finances we are here to help. Financial literacy, especially for women, is crucial to your financial wellbeing and freedom. Let's get your financial house in order and get you to a place where you can make informed, confident financial decisions. DM or visit www.ClearWorthFinancial.ca to learn more and schedule a time to chat with us. #FinancialEducation #FinancialGoals #ClearWorthFinancial

Ever thought about financial planning as a gift? Here's a great article on some financial gifts you can give yourself this year. Ready to work on your financial freedom? DM or visit www.ClearWorthFinancial.ca to learn more and schedule a time to chat with us. #FinancialEducation #FinancialGoals #ClearWorthFinancial

Don't forget about your pension plan! If you left an employer and had an employee pension plan you can take those funds with you. People who decline to transfer their pension plan or leave it with the provider need to ensure that their contact information stays up to date so that the pension plan can notify you of important dates. Many plans offer a reduced amount as early as age 55 with a full pension available at age 65. Let's talk about how your pension plan(s) can be put to work for you. DM or visit www.ClearWorthFinancial.ca to learn more and schedule a time to chat with us. #FinancialEducation #FinancialGoals #ClearWorthFinancial

Are you wondering if you need insurance for your business? Do you know you need insurance but you're unsure of what coverage is right for you and what the cost might be? Join us in January for What You Need to Know About Business Insurance with our guest speaker and insurance expert Natasha Warmenhoven.  Visit our Eventbrite page to register https://lnkd.in/g_bWan8f limited spaces available! #clearworthfinancial #kelownabusiness #kelownasmallbusiness

The GST holiday starts December 14th but don't let a bit of a discount fool you into overspending on things you really don't need! #GSTHoliday #HolidaySpending #SmartMoneyChoices

4 Financial Foundations 👇🏻 Building a strong financial foundation starts with four essential cornerstones: 💼 Estate Planning What happens when you’re gone? Let’s discuss expenses, charitable giving, and ensuring your family is cared for. 🛡️ Income Protection What if life throws a curveball? Life, critical illness, and disability insurance can help safeguard your finances and loved ones. 🌅 Retirement What will your retirement look like? Together, we’ll create a plan to provide the income you need for the lifestyle you envision. 💵 Cash Flow Could you cover expenses if your earnings stopped? We’ll work on building your emergency savings for peace of mind. These four pillars support a strong, secure financial future.  Ready to see the big picture? ➡️ DM or visit our website at the link below to learn more and schedule a time to chat with us. https://lnkd.in/gZDqhKTX

Are you relying on an inheritance to fund your financial future? It is extremely important to understand the nature of your inheritance and the probate or tax consequences of the estate process. Helping guide families on how to make the estate settling process as smooth as possible is what we do. Let's talk about the financial implications of your expected inheritance. DM or visit www.ClearWorthFinancial.ca to learn more and schedule a time to chat with us. #FinancialEducation #FinancialGoals #ClearWorthFinancial

Have you considered CPP in your retirement plan? Knowing how much you will receive and when the ideal time to start collecting your CPP are important factors in your retirement plan. Let's talk about how CPP works into your income plans. DM or visit www.ClearWorthFinancial.ca to learn more and schedule a time to chat with us. #CPP #Retirement #ClearWorthFinancial

What's on your bucket list?  A dream safari, a tropical getaway, or maybe a cozy cabin in the mountains? Financial planning is the key to making those dreams a reality. When you align your finances with your goals, those 'someday' adventures can turn into concrete plans. Let us help you build a roadmap to fund your dreams and check off that bucket list one adventure at a time. ➡️ DM or visit our website at the link below to learn more and schedule a time to chat with us. https://lnkd.in/gZDqhKTX