Balance Financial

Helping you achieve YOUR Financial GOALS

Financial Pieces

Cash

Budgeting
Debt
Cash Flow

Wealth

Retirement
Investing
Tax Considerations

Risk

Emergency Fund
Insurance
Health

Legacy

Family
Estate Planning
Philanthropy

Shawna Mccrea

EXPERIENCED, EDUCATED, CONNECTED AND SKILLED

Helping you achieve YOUR Financial GOALs

THE BALANCE FINANCIAL PLANNING PROCESS INCLUDES:

Cash Management

Wealth Management 

Risk Management

Legacy Management

EXPERIENCED, EDUCATED & CONNECTED:

Utilizing 21 years at TD Canada Trust and 15 years as a Branch Manager to work with Individuals and Businesses who want to be Financially Successful.  

Contact Us

(250)718-7356

Kelowna, BC V1Y 8R4

Shawna@BalanceWell-Being.com