Britney Hayes- Certified Financial Planner

We've been pretty busy this past month! A new season.

Almost 10 years! — with a lot of life in between.

Fun fact: I wrote my QAFP exam while 9 months pregnant with Piper, and I found out I passed the CFP exam the very same day I learned I was pregnant with Colter!

I received my Life License (LLQP) in 2018, my Qualified Associate Financial Planner (QAFP) designation in 2020, and went on to earn my Certified Financial Planner (CFP) designation in 2023.

Again — I see how life can get in between.
We just plan around it.

Real Life Planning:
It isn't just the numbers. It's planning for daycare, home repairs, aging parents and wanting to take your kids on vacation. It's life- but organized.

I'm not here to dwell on your past decisions. I'm here to meet you where you are- whether you've maxed out your TFSA, FHSA or your just starting to optimize. Just focus on building forward!

We're all about investing.
Truth: I spend way more time helping clients organize their finances and plan their futures than picking mutual funds.

You don't need a spreadsheet. You just need to come in! I'll guide you through it at your own pace. This is just the data collection phase.

A planners job is to ask better questions: What matters most to you? What's keeping you up at night? Then we build a plan based on *your* values, not generic rules.

Many People think Financial Planners just help wealthy people invest. Nope! I help with budgeting, debt, savings, life planning- and sometimes just untangling financial confusion.

Hello 👋🏼 my business page is new to Facebook, so let me introduce myself!