Fee for service financial planner poses for a photograph at the beach

Fee-Only Integrated Financial Planning and Wellness.

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Your Financial Goals, Our Human Approach ™

Your mindset plays a critical role in your financial journey. We combine practical financial planning with personal insight, so you can make decisions that align with your unique goals and values.

But also, our philosophy is: Simplicity = Lower Fees + Clearer Strategy + Quicker Action

Simplifying your financial planning and investments reduces costs, eliminates confusion, and makes it easier to take decisive steps toward your goals.

Want to find out more?

Explore Our Services

Personalized Financial Advice for Every Phase of Life

We combine expert financial advice with personalized strategies that grow and change as your life does.

We Offer

Life transition planning including support for divorce and widowhood
Intergenerational wealth planning
Legacy planning
Financial coaching with elements of financial therapy
Business financial and investment planning
Retirement income withdrawal optimization
Pension evaluation strategies: to cash out or keep it?
Evaluation of investment properties or downsizing
Tax optimization strategies
Objective evaluation of assets, investment strategy, and risk assessment
Cash flow and budgeting support
Saving strategies for education, home ownership, retirement, and other goals
Review of insurance for life, disability, and critical illness

+ Ongoing advice and support package options

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Designed for

Widowed or divorced women
Health and wellness practitioners
Recipients of financial windfalls such as lottery winnings, inheritances, or lump sum settlements
Retirees and pre-retirees
Families or individuals seeking holistic financial planning advice or navigating life transitions

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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.

Create your own Asset+Map today

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 Our Team

We are 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.

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What Our Clients Say

Miriam

Lena is a pleasure to work with. She is very knowledgeable and has the tools to help wherever you are on your financial journey!

Daniel

Lena delivered sound, clear, and top level service! She knows her stuff and as a result, I will retire much sooner and richer!! 🙂 I would recommend her services to anyone needing help staying on budget, setting up your funds on apps like Questrade, and getting all your remaining finances in order to retire quick!

Lynn

Lena has been instrumental in refining our financial plan and moving it to the next level. I now feel so confident and know we are working towards a stable financial future that includes all the things we want – a healthy retirement, our kid’s education, the opportunity for lots of travel, and a legacy to […]

Deborah

I’ve been working with Lena for several years. She has consistently given me great advice regarding my financial health, both short and long term. Her approach is very holistic and tackles both the psychology and the practicality of money management. Highly recommended – If I could give her more stars I would!

Dario

Lena is awesome! She knows her stuff and advocates for her clients and for industry fairness. Thank you Lena for treating us the right way, looking out for us and also challenging our decision professionally and with vim and vigour.

Christine

I’ve worked with Lena for years now, and I’m always impressed by her commitment to her clients, as well has her genuine interest in their well being and financial stability. She remembers things I didn’t even know I needed to. Very happy to have her as our trusted financial advisor.