Fee-Only Integrated Financial Planning and Wellness.
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We Bring a Human Approach to Financial Planning
At Sapling Financial Planning & Wellness, we understand the deep connection between mindset and financial stability. Our holistic approach integrates psychological insights with strategic financial planning, offering personalized advice that aligns with your unique values, goals, and lifestyle. This ensures that your financial journey is not only effective but also meaningful.
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Personalized Financial Advice for Every Phase of Life
Our services blend fiscal expertise and personalized advice for strategies that adapt and evolve along with your personal journey.
We Offer
- Intergenerational wealth planning – family financial planning office
- Cash flow and budgeting support
- Saving strategies for education, home ownership, retirement, and other goals
- Evaluation of assets, investment strategy, and risk assessment
- Review of insurance for life, disability, and critical illness
- Retirement income withdrawal optimization
- Evaluation of investment properties or downsizing
- Tax optimization strategies
- Legacy planning
- Business financial and investment planning
- Financial coaching with elements of financial therapy
Designed for
- Individuals
- Families
- Retirees
- Medical and health professionals
- People navigating transitions and personal life changes
- Recipients of financial windfalls such as lottery winnings, inheritances, or lump sum settlements
+ Ongoing advice and support package options
Get Introduced To Our Go-To Geeky Financial Planning Tools
Step 1
We use Asset+Map to gather data and assess your current financial situation, providing you with a clear picture of your finances. This user-friendly software simplifies complex information, breaking it down into digestible pieces to help you better understand your financial landscape.
For a quick overview of how it works, watch the intro video below.
Step 2
After understanding your goals and aspirations, we utilize industry-leading financial planning software, Conquest, to create your personalized financial plan and conduct advanced financial analysis.
For a quick overview of how it works, watch the intro video below.
Meet Sapling Financial Planning
Sapling Financial Planning is dedicated to improving lives through objective financial planning and healthier relationships with money. This mission is rooted in Founder Lena Keshysheva’s 13 years of experience as a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®), and is deepened by her training in financial therapy. Lena and her team are based in Port Moody and Powell River, British Columbia, and serve clients across Canada.
What Our Clients Say
Miriam
Daniel
Lynn
Deborah
Dario
Christine
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