Financial
Services & Planning
Through
a process unique to Nelmes Financial your personal situation,
goals and priorities create a personalized life guide. The entire
process is documented and organized into a binder for your convenience
and reference. The binder, your situation and implemented solutions
are then monitored and adjusted as necessary. The result of this
process is an increased understanding of many different financial
tools, a clear plan outlining how these tools will help you accomplish
your goals and most importantly piece of mind knowing you and
your family are looked after.
This
process utilizes unique software and process that are only available
through Nelmes Financial and covers investments, insurance, debt,
tax and estate planning.
www.nelmes.ca
• • • •
Florence
Hui
We
specialize in tax and accounting services for small businesses,
individuals, and not-for-profit organizations. By working with
you, we can help you:
- Understand
your financial position
- Make informed
decisions
- Be aware
of the issues and the tax implications of your financial decisions
- Save money
by legally minimizing the taxes you pay
www.florencehuicga.com
• • • •
Work
with a Money Coach to
Create the Life you Want With The Money You Have!
Learn to develop good financial practices to get out and stay
out of debt and to start saving for the life you really want.
What you can expect when working with a Money Coach:
- Less debt
- More savings
- A clear
spending plan
- Confidence
to make informed financial decisions
- Improved
communications with your spouse about money
- An action
plan to get the life you want with the income you have!
“Dear Sheila, Colin and I are really happy that we decided
to "invest" in you and the service you offer. Now we
are really taking hold of our financial future!”
Letty, coaching client
www.moneyreallymatters.ca
• • • •
Al Housego, CFP
ahousego@ipcc.org
• • • •
Online Marketing Services
WordArt WebArtistry has specialized in helping businesses and organizations in and around the Shuswap establish/enrich their online presence since 1997. From the initial personal, down-to-earth consultations to identify and evaluate existing and future needs, WordArt works closely with each client (the decision-makers and the admin/users) to envision and design customized, effective online marketing strategies. We then brings that vision to fruition in an attractive and useful way.
www.wordart.ca
• • • •
Contact
Neutral Ground Arbitration & Negotiation for a FREE
CONSULTATION your financial well being is our primary
goal |
