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Available Online

Financial Fitness Orientation Session

  • 1 hour
  • Web Conference|Office - One Water St.

Service Description

Our onboarding session allows us to review your financial information and complete the onboarding process. We want to understand your unique situation and goals, so we can create a tailored plan that works for you. Schedule your onboarding session today and get started on your path to prosperity.

Cancellation Policy

Sometimes life happens, and we have to reschedule or cancel. If something comes up, please let us know at least 24 hours before our meeting.

Contact Details

  • 1191 Sunset Drive, Kelowna, BC, Canada

  • 1191 Sunset Drive, Kelowna, BC, Canada

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