Testimony Category: Planning

John Arnesen

Retirement is the most underestimated change in someone life. The day you retire everything changes. Without professional life and financial planning support this can end up being the worst time of a person’s life! Thanks to Kim and her professional guidance I have transitioned into retirement with enthusiasm, ease and pleasure.

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Ronelle Baker

A life planning session with Kim is something to look forward to – I am always so grateful for how we live, our health, our families, what we’ve achieved and how our lives in the future may look like. However, “life” is not something that you can plan and sometimes things happen that change your perspective and emotions.  An example is the death of a dear friend or relative and the incumbent administrative hassle of such an event, the need to financially and emotionally support a family member or families moving away and therefore dynamics changing.  Life planning sessions help you...

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