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Dear Friend,
As you may know, I left Vancouver Financial Planning Consultants
in May 2004 to set up a "fee-only" financial planning and education
company, LifeDesign Financial.
While I enjoyed my time managing investments and insurance, I
discovered there is little available in the marketplace for
individuals seeking knowledge, information and advice that is
unbiased and not product specific. I now offer seminars, workshops
and small group financial coaching in addition to private
consultations and work primarily with women who want to take more
control of their financial lives.
Check out my website at www.lifedesignfinancial.ca for more
details on what I'm up to! I'd love your feedback on content and
topics for web updates and newsletters.
| Private Consultations |
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Many of my clients are women facing a change or transition
in their life - women approaching retirement, contemplating a
career change, starting a new business, facing divorce or
coping with widowhood. In this time of major change, there is
often much anxiety and confusion around money issues.
Using a combination of financial strategies, education and
coaching techniques, I help clients develop a life and
financial plan that addresses any immediate financial concerns
and provides a framework to ensure they have ongoing financial
security and peace of mind.
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| Women's Financial Learning Centre |
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I offer a variety of financial planning and money related
courses for women who want to learn more about money
management, investing and generally how to take control of
their money.
Upcoming workshop in Vancouver: "Live the Life You Want
with the Money You Have" Wednesday November 16, 2005
6:30-9:30pm.
This workshop is offered through The Women's Financial
Learning Centre.
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| Seminars through UBC |
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You may have already participated in the "Your Money, Your
Life" program that I offer through UBC and this program
continues to be popular and well-attended. Please click on the
link below for the UBC website, or call 604 822-8585 for
further details.
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| Private Seminars and Workshops |
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I now also run financial education seminars and workshops
through companies, associations and small groups. If you are
interested in running a program, please click on the link
below for course descriptions and details. I look forward to
co-creating a dynamic, educational event with you!
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| Group Financial Coaching |
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From your feedback, I have learned that some of you may not
need full financial planning services, but would still like
some guidance in building your financial plan.
The group financial coaching programs are fee-based
education and mentoring programs designed to help you take
charge of your money in a way that is integrated with your
values, goals, relationships and life direction.
Best of all, the program costs a fraction of what you'd
pay for a one-on-one financial planning or coaching program.
Click on the link below for more details on upcoming programs
in your area.
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About Karin Mizgala |
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Karin Mizgala, MBA, CFP is the president and founder of
LifeDesign Financial, a fee-only financial planning and
education company. With more than 20 years in the financial
services industry, Karin has worked as a financial educator,
financial planner, bank manager, investment advisor and life
skills counsellor.
Karin has a passion for educating and empowering
individuals who want to take more control of their personal
and financial lives. Using a unique blend of financial
planning and counselling skills, Karin provides a holistic
approach to helping people take charge of their money so they
can live more comfortable, balanced and meaningful lives.
Find out more....
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