I can help!
Retirement Decumulation
Cash flow planning
Tax Optimization
Investment Guidance
When the weight of “I need help with this” strikes deep I’ll meet you with your go-to cup of comfort and my trusty excel spreadsheets for us to plan our way through the fog.
Helping to find a balance between living your best life now, as well as setting up future you for success. Each plan uniquely tailored to help achieve your goals and dreams. From savings and investment plans, to retirement drawdown, and estate planning.
I’ve made it my mission to guide people with trust and practicality Likewise, there are infinite possibilities when it comes to crafting a comprehensive financial plan.
I see each partnership as a wonderful invitation for creation.
Financial Planner
& Coach
I’m cassie st amant
Ways to Work Together
Life changes, we meet goals, we have new ones. I'll continue to support your goals and plans, with plan reviews and additional detailed support.
What do we do after we meet our goals?
Ongoing Support
We’ll assess your current financial health and build a personalized roadmap to help you reach your short and long-term goals with confidence. The process of creating a comprehensive financial plan takes place over 4-6 months (or more if needed). I’ll be honest, it is a lot of work but the feeling of having confidence and answers for your financial life, and finances that support your life and goals, is more than worth it.
Your Personalized Path to Financial Success
Comprehensive Financial Plan
An hourly "Ask Me Anything" rate. Maybe you just have a quick question, or you want to "dip your toes" into financial planning help, or focus on a specific challenge. Hourly sessions can be rolled into a full financial plan package.
An hourly rate to dig into any financial planning question
AMA
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