Fenske Financial Coaching & Planning - Vernon, British Columbia

Fenske Financial Coaching & Planning

Adresse: 5882 L & A Rd, Vernon, BC V1B 3P9, Canada.

Téléphone: 2503061256.

Site web: fenskefinancialcoaching.com.

Especialités

Conseiller financier.

Autres données d'intérêt

Services sur place, Parking accessible en fauteuil roulant, Toilettes, Rendez-vous recommandés, Parking sur place.

Avis

Avis moyen: 5/5.

Cette entreprise a 12 avis sur Google My Business.

Opinion

Les clients sont très satisfaits de Fenske Financial Coaching & Planning. Ils apprécient la professionnalisme et la compétence de Karen, qui leur a aidé à mettre en place un plan de retraite et à comprendre les différentes options disponibles.

Les clients ont également apprécié la communication transparente et la disponibilité de Karen pour répondre à leurs questions et leurs préoccupations.

En général, les clients sont très satisfaits de leurs expériences avec Fenske Financial Coaching & Planning et recommandent l'entreprise à leurs amis et à leurs familles.

Caractéristiques

Expérience professionnelle : Karen a une expérience professionnelle importante dans le domaine financier, ce qui lui permet de fournir des conseils et des recommandations personnalisés à ses clients.

Compétences : Karen possède des compétences exceptionnelles en matière de planification financière, de gestion de patrimoine et de conseil financier.

Communication : Karen est connue pour sa communication transparente et accessible, ce qui permet aux clients de comprendre facilement leurs options et leurs recommandations.

Informations pratiques

Adresse : 5882 L & A Rd, Vernon, BC V1B 3P9, Canada.

Téléphone : 2503061256.

Site web : fenskefinancialcoaching.com.

👍 Avis de Fenske Financial Coaching & Planning

Chris W.

5/5

We highly recommend Fenske Financial Services. Karen was extremely helpful putting together a retirement plan and explaining CPP, OAS, RRSP etc.
We feel more comfortable heading into retirement with the strategies Karen has set up for us.
We will be back to see Karen for all our financial needs going forward.

Nancy S.

5/5

I have learnt so much with Karen. She has given me financial direction for the future, knowledge and support. I feel more confident with my financial goals now that I have worked with Karen Fenske at Fenske Financial Coaching.

Ravi M.

5/5

I had a great few sessions with Karen, highly recommend! While she provided excellent advice and tools for managing my money more wisely, more importantly she helped me develop confidence in myself and showed me that financial planning can be fun and empowering. Will see you soon again Karen 🙏🏾

Brooke S.

5/5

I very highly recommend Fenske Financial Coaching! I honestly had no idea such a service existed and now I won't ever go without! I did 4 sessions with Karen and her support and expertise gave me the insight and confidence to propel me through a rough patch and get a much clearer financial picture. Karen is incredibly insightful, organized, compassionate and motivating!!

Lucy I.

5/5

I highly recommend Fenske Financial Coaching! Karen coached me through budgeting, saving and working towards attainable goals. She was instrumental in me purchasing my home here in the Okanagan. Karen is so knowledgeable and enthusiastic - coming prepared to every meeting with new information and fresh ideas. It is easy to tell that she loves what she does and is in the business of helping people. I used to think that "financial advisors or coaches" are for people with lots of money but my experience with Karen taught me that you can learn and grow the money that you do have.

Dorris L.

5/5

I just completed Be the Best You with Karen and I highly recommend it. In a professional, knowledgeable, and kind manner, Karen helped me develop a clear plan for my financial goals. I feel empowered knowing what needs to be done and that I can do it. I just can’t help telling friends and colleagues about Karen and already one person has started working with her. Thanks again Karen!

Sandi Y.

5/5

I highly recommend Fenske financial services. Karen is unbelievable in her knowledge and caring about her clients. Karen helped me through times when I thought there was no hope. When you leave you know exactly where your future is headed. I am way less stressed and can see a retirement date finally in my future. Take the time to contact her you’ll be very happy you did.

Zach O.

5/5

I was gifted the 4 session package from my mom and wasnt overly enthusiastic about it to begin, but after my first session I was thrilled my mom bought me these sessions! Karen not only helps personalize your finacial managment, but she details the best way to save for your future. I learned more from Karen in 4 one hour sessions then I have from any class in school, book, or video! She also helped me open a tax free savings account. Highly recommend her to anyone who isn't in finance as their day job. Anyone could stand to learn something from her, and she's a very friendly and charismatic person to talk to.