Add sessions to your personal schedule to register your attendance (Check-In).
About me
Colette's professional and personal life experience has truly shaped the Financial Advisor she is today. Having built and managed with her husband, a successful small business for over 24 years, Colette knows the importance of understanding a client's needs, having a consistent process to stay connected with clients and stives to deliver the best possible service. As a mother of three boys, one with special needs, and having been the primary caregiver to a disabled-aging mother and orphaned nephew, Colette has seen first-hand the need for life planning and offers this perspective when working with clients. Her passion is helping families discover and create their own life-map and building a personalized financial plan to support it.
By understanding what's important to you, Colette can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. She provides a structure so you clearly understand where your money is, and why. The plan you and Colette create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
My Speakers, Presenters, Panelist... Sessions
Video Stream
