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  • Format: ePub

A financial advisor shares her client's stories-and provides a five-step plan for building a comfortable future. Most people tend to focus on this month's credit card statement or next year's raise-but not much further. They simply wait to long to save and plan for the future-and then panic. Licensed Financial Advisor Christine Ibbotson makes getting your financial life in order a doable project by offering accessible and realistic guidelines in a series of achievable steps-from debt elimination to wealth management. In addition, she relates stories from her clients' lives as they deal with…mehr

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Produktbeschreibung
A financial advisor shares her client's stories-and provides a five-step plan for building a comfortable future. Most people tend to focus on this month's credit card statement or next year's raise-but not much further. They simply wait to long to save and plan for the future-and then panic. Licensed Financial Advisor Christine Ibbotson makes getting your financial life in order a doable project by offering accessible and realistic guidelines in a series of achievable steps-from debt elimination to wealth management. In addition, she relates stories from her clients' lives as they deal with subjects such as mortgages, second careers, budget trimming, family situations that affect finances, and much more. With these real-life examples, plus smart tools and techniques, you can create your own easy-to-follow money plan.
Autorenporträt
Christine Ibbotson has been providing financial advice to clients for over twenty-three years and is a Licensed Financial Advisor, a Licensed Residential and Commercial Mortgage Broker and a provincially Licensed Insurance Broker. She also attained her Chartered Investment Manager designation with further studies taken in Advanced Estate Planning, Trusts, and Taxation. Throughout her career, Chris had the opportunity to manage her own Mortgage Brokerage Firm for many years. She has a vast client base with hundreds of clients that have continually sought her expertise for every stage of their financial lives. Chris writes a financial advice column, regularly speaks at bank advice events and is a frequent guest speaker for client focused retirement seminars coordinated by local financial institutions. She currently continues to provide personalized investment and lending advice to clients with an ongoing focus towards wealth building, estate planning, and tax minimization.