Empowered Women, Empowered Futures
When you take control of your financial future, you pave the way for endless possibilities and opportunities. With "Empowered Women, Empowered Futures," you'll learn the essential skills and strategies to craft your own financial plan, allowing you to make choices that align with your future dreams. From aligning your values and your goals, to understanding your investments, this course empowers you to make informed decisions and build a secure foundation for yourself and future generations. Join me on this empowering path towards financial independence and unlock the key to a brighter tomorrow.
Who should take this course?
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Newly Divorced or separated women having more questions than answers when it comes to their finances and what their future looks like
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Widowers who find themselves thrust into a role they are terrified of: Financial Decision maker
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Any women who want to create a plan to achieve a successful life; however you may define that
What’s inside
Module 1
Maybe you want to turn a hobby into something more. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
Module 2
Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Maybe you want to turn a hobby into something more.
Module 3
Maybe you want to turn a hobby into something more. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
Is Financial Planning FOR WOMEN really DIFFERENT?
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
Did you know?
Financial Plans ARE NOT FREE
Flat Fee: Some CFPs charge a flat fee for creating a comprehensive financial plan. The average fee is between 1500 - 3000 for the initial plan, plus costs for updates
Hourly Rate: Some CFPs charge an hourly rate for their services. Hourly rates can vary based on the CFP's experience and expertise, but they typically range from $150 to $400 per hour.
Assets Under Management (AUM) Fee: Some CFPs who also provide investment management services may charge a percentage of the assets they manage for you. This fee structure typically ranges from 0.5% to 2% of your assets under management annually.
Combination of Fees: Some CFPs may use a combination of fee structures, such as a flat fee for the initial financial plan and an ongoing AUM fee for investment management services.
Financial Planning is NOT a one time event
Financial plans should typically be reviewed and updated on a regular basis to ensure they remain relevant and effective in helping you achieve your financial goals. The frequency of updates can vary depending on your individual circumstances, but as a general guideline, it's recommended to review your financial plan at least annually. Additionally, you may need to update your financial plan whenever significant life events occur, such as:
Change in Income or Expenses: If your income or expenses change significantly, it's essential to update your financial plan to reflect these changes accurately.
Marriage, Divorce, or Family Additions: Major life events such as marriage, divorce, or the birth of a child can have significant implications for your financial situation and goals.
Career Changes: If you change jobs, start a business, or experience a significant change in your career path, you'll need to reassess your financial plan to align with your new circumstances.
Retirement Planning: As you approach retirement age, it's crucial to review and adjust your financial plan to ensure you're on track to meet your retirement goals.
Investment Performance: Periodically review the performance of your investments and make adjustments to your financial plan as needed to stay on track with your investment objectives.
Changes in Tax Laws or Regulations: Changes in tax laws or regulations can impact your financial planning strategies, so it's essential to stay informed and update your plan accordingly.
This means……
That not only will you be empowering yourself with knowledge and confidence, you will also be saving boatloads of money over your lifetime in investments fees (you wont need a full service planner), hourly rates, flat fees, or any combination.
YOU deserve this :)
Take Control Now
Take Control Now
Take control of your finances and your life. Learn from Kim Peterson, a Certified Financial planner with over 2 decades of experience working with and educating Canadian Women on how to control their financial stressors.
✺ Frequently asked questions ✺
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Nope. not at all. From novice to expert, this course WILL help any woman
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If you have a computer (or tablet) and a way to save documents, you are good to go. If you’d like to print out your documents, of course you are more than welcome as well
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Yes! From tax rates, to your own personal goals, things change. When buying this course, you will have lifetime access to all materials (they will be updated every year to reflect any changes) and will be armed with te knowledge and confidence to update your plan when you see fit. YOU are now in control.
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This is the perfect outcome. As the demand for deeper knowledge grows, I will create more content to fill it. I will send out surveys as you progress through your course and beyond to gauge what areas of financial planning you all are craving a deeper understanding of. I will be sure to let you know as they become available!
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YOU will have YOUR OWN financial plan, crafted BY YOU and FOR YOU in your hands by the end of this course.
But, possibly more importantly, YOU will now have the knowledge and confidence to make decisions that align with your personal goals and propel you towards your vision for your future.
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I’m flattered. And of course!
This course is designed to empower you have everything you need to create a road map for your financial future. Bu I do understand, sometimes you just want to talk things out. You can book some time directly with me at an additional cost HERE