Kristen Pedersen
I’m an empathic listener who takes the time to truly understand your finances and your personal goals. Your dreams for the future and your path to reaching them are unique – and your financial planning should reflect that.
The key to making change happen in your life is to:
- Know where you are now and what you want for the future (the personal knowledge)
- Create a practical plan to help you get there (the technical knowledge)
- Do the work (the human component, and often the most difficult part!)
Are you ready to begin? If you’re looking for personalized financial advice, don’t hesitate to reach out to me. Let’s work together to achieve your financial goals.
How you can benefit from a customized Money Coaches Canada plan:
- Increased financial confidence and clarity
- Better understanding of your investment accounts, performance and fees
- Insurance review of existing policies and needs analysis
- Identifying appropriate tax strategies
- Strategic retirement and education planning
- Personalized money management and budgeting
- Strategies for addressing consumer debt
- Access to our Canada-wide network of trusted professionals to save your valuable time (we accept no commissions or referral fees)
My Story
Being the primary income earner for a family of four in Calgary, then San Francisco, and finally Vancouver was… stressful. A divorce along the way didn’t help.
My primary financial goal has always been financial freedom. It is important that we can choose careers and employers to suit our needs, interests, and health. Untie yourself from needing a paycheque. Perhaps this sound familiar to you, as well.
Going from the “messy” 30’s with two young children to financial freedom in my 40’s was hard work, but I did it. After taking control of my finances, I understood that I could create better options for myself and change my life.
Financial planning is my second career. I first worked for 25 years as an engineer and business consultant, helping companies achieve their goals. As I approached my financial independence, I began coaching, became happier and healthier, and developed a love for explaining new ideas with clarity and passion.
So why do I work now? That’s simple – I enjoy it! I am passionate about helping others reach their goals. Nothing is as freeing as having one’s own money, and I love helping my clients achieve that freedom for themselves, one step at a time.
How I Can Help
- Retirement and Financial Projections
- Budgeting and Cash Flow Planning – putting your money to work for you
- Drawdown during Retirement
- Planning through marriage / divorce, changing careers
Who My Clients Are
- Those about to retire and needing a drawdown plan and tax reduction strategy
- Young Professionals looking to put their money to work
- US / Canada Cross Border Individuals and Couples
Testimonials
Kristen understands that personal finance is personal and asks strategic questions to help her clients achieve clarity and direction. We are much more confident and excited about our financial future. Can’t recommend her enough!
- Jane
In the Press
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Read the article featuring Kristen Pedersen: -
Read the article featuring Kristen Pedersen:
